CPSE:TRMD A
CPSE:TRMD AOil and Gas

Assessing TORM (CPSE:TRMD A) Valuation After Governance Reset And One Share One Vote Shift

Why TORM’s governance reset matters for shareholders TORM (CPSE:TRMD A) has just gone through a governance reset after Oaktree Capital Management’s stake fell below one third, removing special voting rights and putting the company on a simpler one share, one vote footing. The move also coincides with Deputy Chairman and Senior Independent Director David Weinstein stepping off the Board and shifting into a Special Advisor role. This keeps his experience connected to the company while formal...
CPSE:PNDORA
CPSE:PNDORALuxury

Is Pandora (CPSE:PNDORA) Now Attractively Priced After A 55% One Year Share Price Slide?

You may be wondering if Pandora is starting to look like value after a tough run, or if the risks still outweigh the potential reward for you as a shareholder or watchlist follower. The stock last closed at DKK 588.4, after a 15.4% decline over 7 days, a 16.8% decline over 30 days, a 15.4% decline year to date and a 55.0% decline over the past year, while the 3 year and 5 year returns sit at 10.7% and 6.8% respectively. Recent price moves have come alongside ongoing market attention on...
CPSE:CARL B
CPSE:CARL BBeverage

Carlsberg (CPSE:CARL B) Valuation Check As Swiss Pricing Dispute Tests Volume And Margin Trade Off

Carlsberg (CPSE:CARL B) is back in focus after its Swiss subsidiary, Feldschlösschen, temporarily stopped deliveries to Migros Group due to a pricing dispute. This has disrupted beer and soft drink supply across several Swiss retail chains. See our latest analysis for Carlsberg. Carlsberg’s pricing stand off in Switzerland comes against a backdrop of solid recent momentum, with an 11.7% 90 day share price return and a 26.05% 1 year total shareholder return, while longer term gains have been...
CPSE:PNDORA
CPSE:PNDORALuxury

Pandora’s DKK 4 Billion Buyback Could Be A Game Changer For Pandora (CPSE:PNDORA)

In February 2025, Pandora launched an EU-compliant share buyback programme and, by 2 January 2026, had repurchased shares totalling DKK 4.00 billion to reduce share capital and meet incentive scheme obligations. This sizeable capital return and reduction in share count may influence how investors assess Pandora’s earnings profile and capital allocation priorities. We’ll now explore how the completed DKK 4.00 billion buyback, and its impact on share count, reshapes Pandora’s broader...
CPSE:TRMD A
CPSE:TRMD AOil and Gas

Is TORM’s (CPSE:TRMD A) Governance Shake-Up Quietly Rewriting Its Long-Term Control Narrative?

TORM plc recently confirmed that Oaktree Capital Management’s ownership has fallen below the one-third threshold, extinguishing the B-Director role, prompting Deputy Chairman and Senior Independent Director David Weinstein to leave the Board on January 6, 2026, while staying on as Special Advisor. Alongside this, TORM is redeeming and cancelling its B- and C-shares, simplifying its capital structure and consolidating voting power into 101,332,707 A-shares and a single remaining B-share until...
CPSE:GMAB
CPSE:GMABBiotechs

Assessing Genmab’s Valuation As Anthropic AI Collaboration Targets Faster Drug Development

Genmab (CPSE:GMAB) recently announced a collaboration with Anthropic to deploy Claude powered AI agents across its research and development operations. The initiative aims to speed up data handling, analysis and documentation in support of key clinical programs. See our latest analysis for Genmab. The Anthropic deal lands after a busy few months for Genmab, which has included refocusing its late stage pipeline by discontinuing acasunlimab, reaffirming 2025 guidance and preparing an update at...
CPSE:ORSTED
CPSE:ORSTEDRenewable Energy

Ørsted (CPSE:ORSTED) Valuation After US Offshore Wind Suspension And Legal Challenge

Ørsted (CPSE:ORSTED) is back in focus after it launched legal challenges against the US suspension of its Revolution Wind and Sunrise Wind projects, putting multi billion dollar investments and timelines under scrutiny for shareholders. See our latest analysis for Ørsted. Despite the legal overhang in the US, Ørsted’s recent price action has been mixed, with an 8.9% 7 day share price return and a 23.1% decline in 1 year total shareholder return. This suggests short term momentum alongside a...
CPSE:DEMANT
CPSE:DEMANTMedical Equipment

Assessing Demant (CPSE:DEMANT) Valuation As AI-Focused Hearing Devices Draw Fresh Investor Interest

Recent coverage around Demant (CPSE:DEMANT) has centered on its push into AI-powered, lifestyle-focused hearing devices and a broad footprint across hearing aids, diagnostics, and audio communications, which appears to be supporting current investor interest. See our latest analysis for Demant. At a share price of DKK 223.8, Demant has seen short term momentum pick up, with a 1 month share price return of 3.4% and a year to date share price gain of 4.9%. However, the 1 year total shareholder...
CPSE:VWS
CPSE:VWSElectrical

Vestas Wind Systems (CPSE:VWS) Is Up 8.0% After Global Multi-Gigawatt Wind And Service Wins – Has The Bull Case Changed?

In late 2025, Vestas announced a wave of new wind turbine orders totaling several gigawatts across Europe, North America, Asia, and Australia, including its first offshore contract in South Korea and multiple long-term service agreements extending up to 30 years. This broad mix of onshore and offshore projects, spread across developed and emerging wind markets, highlights how Vestas is deepening its global footprint while locking in recurring service revenue over the long term. We’ll now...
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...