CPSE:SCHO
CPSE:SCHOFood

Assessing Aktieselskabet Schouw (CPSE:SCHO)’s Valuation After Its New Share Buyback Programme Launch

Aktieselskabet Schouw (CPSE:SCHO) has kicked off a new share buy back programme, planning to repurchase up to DKK 120 million of stock through year end, which the company presents as a clear signal of management confidence. See our latest analysis for Aktieselskabet Schouw. The buyback news lands on top of a solid run, with the share price at DKK 626 and a roughly 8 percent 1 month share price return contributing to a stronger year to date trend and healthy multi year total shareholder...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Is Novo Nordisk Attractively Priced After Its Sharp 2024 Share Price Slide?

If you have been wondering whether Novo Nordisk is a bargain or a value trap at today’s price, you are not alone. This article is going to walk you through the key numbers that actually matter. The shares recently closed at 309.35, with a 3.4% gain over the last 7 days, a roughly flat -0.5% over 30 days, but a sharp slide of -51.6% year to date and -58.7% over the last year. This tells us the market’s view of its risk and growth potential has shifted dramatically, despite a still respectable...
CPSE:FLS
CPSE:FLSMachinery

Broker Upgrade On Turnaround Progress Could Be A Game Changer For FLSmidth (CPSE:FLS)

Earlier this week, Danish engineering group FLSmidth was upgraded from "hold" to "buy" by ABG Sundal Collier, with the broker citing expectations of stronger financials, margin expansion and support from higher metal prices as the company exits a major restructuring phase under departing CEO Mikko Keto. The upgrade underscores how FLSmidth’s completed turnaround and exposure to improving metals markets are reshaping expectations for its order pipeline and profitability profile. We’ll now...
CPSE:ROCK B
CPSE:ROCK BBuilding

Should Rockwool’s €150m Buyback Shape How Investors View Capital Deployment at (CPSE:ROCK B)?

Earlier in 2025, ROCKWOOL A/S launched a share buy-back programme running from 7 February 2025 to 5 February 2026, authorising repurchases of up to €150 million and bringing its holding to 4,364,356 B shares, or 2.06% of total share capital. This sizeable, year-long repurchase plan highlights management’s commitment to returning capital to investors and adjusting the company’s share count over time. Now, we’ll examine how this sizeable buy-back programme interacts with Rockwool’s existing...
CPSE:PNDORA
CPSE:PNDORALuxury

Pandora’s New Share Buyback and Incentive Plan Could Be A Game Changer For Pandora (CPSE:PNDORA)

On 5 February 2025, Pandora announced a new share buyback programme, appointing Danske Bank as sole lead manager for a tranche running until 30 January 2026, with the dual aim of reducing share capital and meeting obligations under company incentive schemes. This renewed focus on returning capital while supporting employee incentives adds a capital-allocation angle to Pandora's brand and margin-focused transformation story. We’ll now examine how Pandora’s decision to shrink its share capital...
CPSE:ZEAL
CPSE:ZEALBiotechs

Zealand Pharma (CPSE:ZEAL) Valuation After Metabolic Frontier 2030 Roadmap and New OTR Obesity Partnership

Zealand Pharma (CPSE:ZEAL) just doubled down on its obesity and metabolic health ambitions by unveiling its Metabolic Frontier 2030 roadmap alongside a new multi program collaboration with OTR Therapeutics on next generation metabolic drugs. See our latest analysis for Zealand Pharma. Those moves land against a backdrop where the share price has climbed roughly 25% over the last three months but still sits well below earlier levels, and the three year total shareholder return above 150%...
CPSE:DSV
CPSE:DSVLogistics

Is DSV (CPSE:DSV) Quietly Rewiring Its Margin Story Through EV Fleets and ASEAN Auto Logistics?

In recent months, DSV has expanded its electric truck fleet through a Volvo Trucks partnership in South Africa, completed the integration and go-live of its Dubai operations after absorbing Schenker, and participated as a Global Partner at the inaugural Automotive Logistics & Supply Chain ASEAN conference in Singapore to deepen its role in regional automotive supply chains. Together, these developments show DSV pushing harder into lower-emission transport, strengthening its Middle East...
CPSE:ORSTED
CPSE:ORSTEDRenewable Energy

Is US Court Reversal Of Trump’s Wind Project Ban Altering The Investment Case For Ørsted (CPSE:ORSTED)?

In late November 2025, Ørsted and other clean-energy groups won a US federal court ruling that declared President Donald Trump’s ban on new wind projects unlawful, removing a legal barrier to future developments. This decision not only supports Ørsted’s US offshore wind ambitions but also highlights how judicial outcomes can materially influence long-term project visibility and confidence. Next, we’ll examine how this court victory on the US wind project ban shapes Ørsted’s investment...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Is Novo Nordisk’s Alzheimer’s Setback And Obesity Push Altering The Investment Case For CPSE:NOVO B?

Earlier this month, Novo Nordisk presented topline phase 3 Evoke and Evoke+ results for oral semaglutide in Alzheimer’s disease, showing statistically significant but clinically modest biomarker reductions and no success on the primary endpoints, while also completing its US$5.20 billion acquisition of Akero Therapeutics and advancing multiple obesity-drug initiatives. Although the Alzheimer’s data fell short clinically, the biomarker insights, expanding obesity pipeline, and new...
CPSE:STG
CPSE:STGTobacco

Will XQS Pouches and Signature Action Growth Change Scandinavian Tobacco Group's (CPSE:STG) Narrative

In recent months, Scandinavian Tobacco Group reported that its Signature Action cigarillo brand has almost doubled sales, added a new Signature Action Mix variant, and introduced larger 17-pack formats to appeal to value-focused smokers. The company has also moved into the nicotine pouch market with its XQS brand, which has quickly become the sixth-largest pouch label, signalling a meaningful broadening of its product portfolio beyond traditional tobacco. Next, we’ll examine how the rapid...
CPSE:ALK B
CPSE:ALK BPharmaceuticals

How ALK-Abelló’s New North America Commercial Chief Will Impact ALK-Abelló (CPSE:ALK B) Investors

ALK-Abelló has announced that Edward Jordan, a biopharmaceutical executive with more than 30 years of experience, will become Executive Vice President and head of Commercial Operations in North America from January 2026, following the earlier elevation of the region into the Executive Leadership Team to support the Allergy+ strategy. By bringing in a leader with deep allergy and immunology expertise and a history of building US therapeutic markets, ALK-Abelló is clearly prioritizing stronger...
CPSE:GMAB
CPSE:GMABBiotechs

How Genmab’s US$2.5 Billion Debt-Funded Merus Deal and Lymphoma Data Will Impact Genmab (CPSE:GMAB) Investors

Earlier this month, Genmab A/S completed a US$1.50 billion offering of 6.250% senior secured notes due 2032 and US$1.00 billion of 7.250% senior unsecured notes due 2033 to help finance its pending acquisition of Merus N.V., alongside new term loans and a revolving credit facility. The combination of large-scale debt financing and strong epcoritamab and EPKINLY clinical data across several lymphoma studies highlights how Genmab is using both capital structure and science to expand its...
CPSE:MAERSK B
CPSE:MAERSK BShipping

Maersk’s DKK 14.4 Billion Buyback Might Change The Case For Investing In A.P. Møller - Mærsk (CPSE:MAERSK B)

A.P. Møller - Mærsk has launched the second phase of its share buy-back program, planning to repurchase up to DKK 7.2 billion of shares between 11 August 2025 and 4 February 2026, bringing total buy-backs under the current program to as much as DKK 14.4 billion and lifting treasury holdings to 6.90% of share capital. This sizeable buy-back signals management’s confidence in capital allocation discipline and amplifies the impact of any future earnings through a shrinking share base. We’ll now...