CPSE:GMAB
CPSE:GMABBiotechs

How Investors Are Reacting To Genmab (CPSE:GMAB) Refocusing On Late-Stage Antibodies After Axing Acasunlimab

Genmab A/S recently reaffirmed its 2025 earnings guidance and decided to discontinue further clinical development of acasunlimab after evaluating its portfolio and the evolving competitive landscape. By reallocating resources toward late-stage assets such as EPKINLY (epcoritamab), petosemtamab and rinatabart sesutecan (Rina-S), Genmab is sharpening its late-stage antibody pipeline focus. We will now examine how concentrating capital on EPKINLY, petosemtamab and Rina-S could reshape Genmab’s...
CPSE:ORSTED
CPSE:ORSTEDRenewable Energy

What Ørsted (CPSE:ORSTED)'s Legal Challenge to the Revolution Wind Lease Suspension Means For Shareholders

In early January 2026, Ørsted and its partner Skyborn Renewables filed a legal complaint in the US challenging the Trump administration’s suspension of the lease for their Revolution Wind offshore project, a roughly US$5.00 billion development that is about 87% complete after a nine-year permitting process. The dispute places one of the most advanced US offshore wind projects, and its planned 2026 power deliveries and thousands of associated jobs, at the center of a high‑stakes test of...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Novo Nordisk (CPSE:NOVO B): Revisiting Valuation After Recent Share Price Reset

Novo Nordisk (CPSE:NOVO B) has been quietly grinding higher, with the stock up around 7% over the past month, even after a weaker stretch in the past 3 months and year. See our latest analysis for Novo Nordisk. That recent 6.7% one month share price return looks more like a short term reset than a full trend change, given the 1 year total shareholder return of minus 45.1% and 5 year total shareholder return still up 67.2%. This suggests long term believers have been rewarded even as momentum...
CPSE:VWS
CPSE:VWSElectrical

Assessing Vestas (CPSE:VWS) Valuation After a 12% Monthly and 40% Three-Month Share Price Rebound

Outlook for Vestas Wind Systems Shares After Recent Gains Vestas Wind Systems (CPSE:VWS) has quietly staged a strong comeback, with the stock up about 12% over the past month and roughly 40% in the past 3 months, drawing fresh investor attention. See our latest analysis for Vestas Wind Systems. That recent rebound comes after a tougher few years, with a 1 year total shareholder return of about 72% contrasting sharply with weaker 3 and 5 year total shareholder returns. This suggests momentum...
CPSE:FLS
CPSE:FLSMachinery

Reassessing FLSmidth (CPSE:FLS) Valuation After Its Quiet 29% One-Year Shareholder Return

FLSmidth (CPSE:FLS) has quietly outperformed the Danish market over the past year, and the latest leg higher is catching investor attention as they reassess the company’s mix of shrinking revenue but improving profitability. See our latest analysis for FLSmidth. At around DKK 450 per share, FLSmidth’s recent 1 month share price return of roughly 11 percent contrasts with a weaker 3 month patch, while a 1 year total shareholder return near 29 percent suggests momentum is still broadly...
CPSE:MAERSK B
CPSE:MAERSK BShipping

Maersk (CPSE:MAERSK B): Is the Recent Share Price Strength Justified by Its Valuation?

Short term moves and recent performance A.P. Møller - Mærsk (CPSE:MAERSK B) has quietly climbed over the past month, even without a clear headline catalyst, leaving investors wondering whether the recent strength is sustainable or merely sentiment driven. See our latest analysis for A.P. Møller - Mærsk. That recent upswing fits into a broader recovery story, with the share price up solidly over the past quarter and year to date. A strong one year total shareholder return suggests momentum is...
CPSE:COLO B
CPSE:COLO BMedical Equipment

The Bull Case For Coloplast (CPSE:COLO B) Could Change Following Executive Team Shake-Up In Key Divisions

Coloplast has recently announced upcoming changes to its Executive Leadership Team, with long-serving leaders in People & Culture and Interventional Urology set to depart and successors, including incoming Interventional Urology head Kevin Hardage from Teleflex, lined up to ensure business continuity. These leadership shifts, particularly in the Interventional Urology division and the global People & Culture function, could influence how effectively Coloplast executes its reorganisation,...
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...