CPSE:SCHO
CPSE:SCHOFood

Will Schouw & Co.'s 2026 Revenue Guidance Shape Aktieselskabet Schouw's (CPSE:SCHO) Investment Narrative?

In late January 2026, Aktieselskabet Schouw & Co. issued consolidated revenue guidance for 2026, forecasting between DKK 33,000 million and DKK 35,500 million. This guidance provides investors with a clearer view of the company’s expected scale of operations and potential demand across its portfolio businesses. We’ll now examine how this 2026 revenue outlook sharpens Aktieselskabet Schouw’s investment narrative and what it may imply for future positioning. Trump has pledged to "unleash"...
CPSE:NKT
CPSE:NKTElectrical

Assessing NKT (CPSE:NKT) Valuation After Securing €2b Scottish HVDC Contracts

Why NKT’s new Scottish HVDC contracts matter for investors NKT (CPSE:NKT) has secured final contracts with SSEN Transmission for two Scottish HVDC links, a turnkey package covering design, production and installation of 525 kV cable systems worth about €2b. The projects, Western Isles and Spittal to Peterhead, are now part of NKT’s high voltage order backlog, with contract values reflecting higher raw material costs and the inclusion of full cable installation scope. See our latest analysis...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Assessing Novo Nordisk (CPSE:NOVO B) Valuation After Strong Early Uptake Of Oral Wegovy In The US

Novo Nordisk (CPSE:NOVO B) is back in focus after the US launch of its oral Wegovy pill, where early prescription data suggest a strong start that many investors view as a potential turning point. See our latest analysis for Novo Nordisk. The early strength of the Wegovy pill launch comes after a tough stretch, with Novo Nordisk reporting a 1-year total shareholder return decline of 37.4%, even as the 90-day share price return sits at 17% and the 5-year total shareholder return remains up...
CPSE:HLUN B
CPSE:HLUN BPharmaceuticals

Assessing H. Lundbeck (CPSE:HLUN B) Valuation After New INFUSE Vyepti Migraine Data

INFUSE study data puts Vyepti in focus for Lundbeck investors H. Lundbeck (CPSE:HLUN B) has drawn investor attention after presenting six month real world INFUSE study data on its migraine treatment Vyepti at the 2026 Headache Cooperative of the Pacific conference. See our latest analysis for H. Lundbeck. The INFUSE update lands after a mixed stretch for the shares, with a 1-day share price return of 1.06% to DKK42.12 contrasting with weaker 7-day, 90-day and 1-year total shareholder return...
CPSE:DSV
CPSE:DSVLogistics

Did DSV's New Mesa Semiconductor‑Focused Hub Just Shift DSV's (CPSE:DSV) Investment Narrative?

DSV recently broke ground on a new US$14.5 million, 88,258‑square‑meter regional headquarters and logistics facility in Mesa, Arizona, which will consolidate air, sea, road, and contract logistics services and ultimately employ about 160–200 people. By positioning this hub near Phoenix‑Mesa Gateway Airport to support sectors such as semiconductors and advanced manufacturing, DSV is tying its growth plans to Arizona’s expanding high‑tech supply chain ecosystem. We will now examine how this...
CPSE:ROCK B
CPSE:ROCK BBuilding

Assessing Rockwool (CPSE:ROCK B) Valuation After Launch Of €150m Share Buy-Back Programme

Share buy-back puts Rockwool (CPSE:ROCK B) in focus Rockwool (CPSE:ROCK B) has moved into the spotlight after launching a share buy-back programme of up to €150m. Recent disclosures show 4,786,356 B shares held, equal to 2.26% of share capital. See our latest analysis for Rockwool. The new buy-back comes against a softer share price backdrop, with a 30-day share price return showing a 5.26% decline and a 1-year total shareholder return showing a 14.64% decline. The 3-year total shareholder...
CPSE:VWS
CPSE:VWSElectrical

Is Vestas (CPSE:VWS) Using Low‑Emissions Steel To Quietly Redraw Its Competitive Moat?

Vattenfall has ordered Vestas turbines featuring low-emissions steel for the 63 MW Clashindarroch II wind farm in Scotland, marking the first time this lower-impact material has been used in a commercial wind project. This step highlights how Vestas is integrating cleaner materials into turbine manufacturing, potentially reshaping sustainability standards across the wind supply chain. We’ll now explore how this pioneering use of low-emissions steel could influence Vestas’ investment...
CPSE:ISS
CPSE:ISSCommercial Services

How Investors May Respond To ISS (CPSE:ISS) Winning A Major Swiss Life Sciences FM Contract

ISS has announced that it previously secured a three-year Integrated Facility Services contract, worth close to DKK 300 million annually, to become the primary facilities partner for a major life sciences and pharmaceutical company across four Swiss locations starting in the second quarter of 2026. By moving from a subcontractor role to direct ownership of a wide range of technical, cleaning, logistics and laboratory services under one integrated FM setup, ISS is deepening its position in a...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Novo Nordisk’s Diabetes Cell Therapy Push And What It Means For Valuation

Novo Nordisk (CPSE:NOVO B) and Aspect Biosystems are moving into a new phase of their collaboration to develop advanced cellular medicines for diabetes. The partners are working on cell-based therapies that target disease modification or potentially curative treatment options. The program focuses on islet replacement therapy for type 1 diabetes that is designed to function without chronic immune suppression. For readers who mostly associate Novo Nordisk with obesity treatments like Wegovy,...
CPSE:RTX
CPSE:RTXCommunications

RTX Q1 Loss And EPS Swing Challenge Bullish Profitability Narrative

RTX (CPSE:RTX) Q1 2026 earnings snapshot RTX (CPSE:RTX) opened its 2026 financial year with Q1 revenue of DKK115.9 million, a basic EPS loss of DKK1, and net income excluding extra items at a loss of DKK8.3 million. This sets a cautious tone around profitability to start the year. Over the prior year, quarterly revenue has moved between DKK104.0 million in Q1 2025 and DKK165.5 million in Q2 2025. Basic EPS ranged from a loss of DKK0.90 in Q1 2025 to a high of DKK0.99 in Q2 2025, highlighting...
CPSE:ALMB
CPSE:ALMBInsurance

Alm. Brand (CPSE:ALMB) Margin Expansion To 8.4% Tests Rich P/E Narrative

Alm. Brand (CPSE:ALMB) has wrapped up FY 2025 with fourth quarter revenue of DKK3.97b and basic EPS of DKK0.20, closing out a year where trailing twelve month revenue came in at DKK14.0b and EPS at DKK0.80. Over recent quarters the company has seen revenue range from DKK3.26b in Q1 2025 to DKK3.97b in Q4, while quarterly EPS moved from DKK0.11 to DKK0.20 across the same period. This has set the backdrop for earnings that lifted net margins to 8.4% from 5.7% a year earlier, a combination of...
CPSE:TRYG
CPSE:TRYGInsurance

Does Tryg’s (CPSE:TRYG) Profit Jump and Payout Reveal a Shifting Performance Incentive Playbook?

In January 2026, Tryg A/S reported fourth-quarter 2025 earnings, with net income rising to DKK 1,277 million from DKK 786 million a year earlier, and the company also moved past the ex-dividend date for a DKK 2.05 cash payout on January 23, 2026. Alongside the stronger quarterly profit, recent share grants to senior management highlight how incentives at Tryg are increasingly tied to the company’s performance. Next, we’ll examine how Tryg’s sharp fourth-quarter profit increase shapes its...
CPSE:ORSTED
CPSE:ORSTEDRenewable Energy

The Bull Case For Ørsted (CPSE:ORSTED) Could Change Following New North Sea Wind Investment Pacts

In January 2026, Ørsted welcomed the newly signed Joint Offshore Wind Investment Pact and the North Sea Wind Pact, which aim to coordinate offshore wind deployment across Europe’s North Seas and support large-scale clean energy development. By targeting up to 15 gigawatts of new offshore capacity per year and seeking more predictable investment frameworks, these agreements could materially reshape how offshore wind projects are planned, financed, and operated across the region. We’ll now...
CPSE:DSV
CPSE:DSVLogistics

Assessing DSV (CPSE:DSV) Valuation After New Mesa Arizona Logistics Hub Investment

DSV (CPSE:DSV) has started building a new southwest regional headquarters in Mesa, Arizona. The $14.5 million logistics hub is designed to support air, sea, and road transport for semiconductor and technology clients. See our latest analysis for DSV. The Mesa project lands at a time when DSV’s share price has a 90 day return of 26% and a 30 day return of 7.5%, while its 1 year total shareholder return sits at 19.36%, suggesting momentum has been building over both shorter and longer...
CPSE:VWS
CPSE:VWSElectrical

European Market: 3 Stocks That Could Be Trading Below Their Estimated Value

Amid renewed trade and geopolitical uncertainty, the pan-European STOXX Europe 600 Index recently ended 0.98% lower, reflecting a broader decline across major European stock indexes. Despite this downturn, opportunities may exist for investors seeking stocks that could be trading below their estimated value, particularly in sectors where business activity remains positive and confidence is on the rise. Identifying undervalued stocks often involves looking at companies with strong fundamentals...
CPSE:MAERSK B
CPSE:MAERSK BShipping

A Look At Maersk (CPSE:MAERSK B) Valuation As Red Sea Disruptions Reshape Shipping Risks And Expectations

A.P. Møller - Mærsk (CPSE:MAERSK B) is back in focus after renewed security risks in the Red Sea, as Houthi attacks prompt shipping firms to reroute vessels, extend transit times and reassess operational risk. See our latest analysis for A.P. Møller - Mærsk. The renewed Red Sea risk is arriving at a time when A.P. Møller - Mærsk’s shares have already shown stronger momentum, with a 90 day share price return of 8.92% and a 1 year total shareholder return of 61.55%. This points to building...
CPSE:GMAB
CPSE:GMABBiotechs

Genmab (CPSE:GMAB) Is Up 8.0% After DARZALEX Royalties Jump And Epcoritamab Succeeds In Phase 3

In January 2026, Genmab reported that worldwide 2025 net trade sales of DARZALEX, as reported by Johnson & Johnson, reached US$14.35 billion, generating ongoing royalty revenue for Genmab, and released positive topline Phase 3 EPCORE DLBCL-1 results showing epcoritamab monotherapy improved progression-free survival in relapsed or refractory DLBCL versus standard regimens. The combination of a very large, royalty-generating DARZALEX franchise and clinically meaningful Phase 3 data for...