CPSE:FLS
CPSE:FLSMachinery

FLSmidth (CPSE:FLS): Reassessing Valuation After ABG Sundal Collier’s Upgrade to ‘Buy’

FLSmidth (CPSE:FLS) climbed after ABG Sundal Collier lifted its rating to buy, highlighting expectations of healthier orders as metal prices rise and as the group moves beyond a restructuring phase. See our latest analysis for FLSmidth. The upgrade adds to a year where FLSmidth’s share price has delivered a solid year to date gain despite a softer 30 day share price return, while the three year total shareholder return nearly doubles investors’ money and signals that momentum is broadly...
CPSE:DANSKE
CPSE:DANSKEBanks

Danske Bank (CPSE:DANSKE): Revisiting Valuation After Launching a DKK 5 Billion Share Buyback Program

Danske Bank (CPSE:DANSKE) has been in focus after launching a DKK 5 billion share buyback programme running through January 2026, a move that reduces the number of shares outstanding and returns excess capital to shareholders. See our latest analysis for Danske Bank. The DKK 5 billion buyback comes on top of already strong price momentum, with a roughly 53% year to date share price return and a three year total shareholder return near 190%, suggesting investors see improving fundamentals...
CPSE:JYSK
CPSE:JYSKBanks

Will Jyske Bank's (CPSE:JYSK) DKK 2.25 Billion Buyback Shift Its Capital Return Narrative?

Earlier in 2025, Jyske Bank launched a share repurchase programme running from 26 February 2025 to 30 January 2026, targeting up to DKK 2.25 billion of stock, leaving it with 2,836,419 treasury shares or 4.61% of its share capital after recent purchases. The programme underlines management’s willingness to return excess capital to shareholders while potentially enhancing earnings per share through a lower share count. We’ll now explore how this sizeable buyback plan could reshape Jyske...
CPSE:ROCK B
CPSE:ROCK BBuilding

Rockwool (CPSE:ROCK B) Valuation Check as New Share Buy-Back Programme Signals Management Confidence

Rockwool (CPSE:ROCK B) just kicked off a year long share buy back programme of up to 150 million euros. This move typically signals management confidence and can quietly reshape the stock’s risk reward profile. See our latest analysis for Rockwool. The buy back lands after a choppy stretch, with a 1 month share price return of 5.95 percent, a year to date share price decline of 14.27 percent, and a still impressive 3 year total shareholder return of 50.26 percent. This suggests longer term...
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:MAERSK B
CPSE:MAERSK BShipping

Maersk (CPSE:MAERSK B) Valuation Check After Launching Multi-Billion Krone Share Buy-Back Program

A.P. Møller - Mærsk (CPSE:MAERSK B) has kicked off a sizeable DKK 14.4 billion share buy-back, with a fresh DKK 7.2 billion phase running into early 2026 and putting capital returns firmly in focus. See our latest analysis for A.P. Møller - Mærsk. The buy-back headlines land at a time when momentum is clearly picking up, with the 1 month share price return of 16.6 percent feeding into a robust 1 year total shareholder return of nearly 40 percent. This suggests confidence is rebuilding after a...
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:VWS
CPSE:VWSElectrical

Vestas Wind Systems (CPSE:VWS) Is Up 5.5% After Major Orders And US Policy Shift On Wind Projects

In early December 2025, Vestas reported a 10 MW order from Cementeria Costantinopoli in Italy and a separate undisclosed 660 MW order in EMEA, alongside a US court ruling that invalidated a Trump-era ban on new wind projects. Together, these developments highlight how improving policy clarity and direct industrial offtake projects can support Vestas’ role in supplying reliable on-site renewable power. We’ll now examine how the US court’s reversal of the wind project ban could reshape Vestas’...
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:GUBRA
CPSE:GUBRALife Sciences

Gubra (CPSE:GUBRA): Valuation Check as Partnered Obesity Drug BI 3034701 Advances to Phase 2 Trials

Boehringer Ingelheim moving its partnered obesity drug candidate BI 3034701 into phase 2 trials puts fresh attention on Gubra (CPSE:GUBRA), as this step can influence future milestones and perceived pipeline value. See our latest analysis for Gubra. The move into phase 2 seems to have reignited interest in Gubra, with a 30 day share price return of 31.40 percent and a 90 day share price return of 29.59 percent, even though the year to date share price return is still negative and the 1 year...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Novo Nordisk (CPSE:NOVO B): Revisiting Valuation After a Recent Share Price Decline and Modest Rebound

Novo Nordisk (CPSE:NOVO B) has quietly pushed higher this month, even after a weak past 3 months and a sharp drop year to date, and that divergence is catching investors attention. See our latest analysis for Novo Nordisk. That recent uptick stands in stark contrast to the double digit 90 day share price return slide and a much steeper year to date share price decline. At the same time, the five year total shareholder return still paints a solid long term compounding story, suggesting...
CPSE:ORSTED
CPSE:ORSTEDRenewable Energy

Ørsted (CPSE:ORSTED) Valuation After US Court Overturns Trump-Era Ban on New Wind Projects

A US federal court overturning Donald Trump’s ban on new wind projects has given Ørsted (CPSE:ORSTED) a timely sentiment boost, lifting the stock and refocusing attention on its long term US offshore wind pipeline. See our latest analysis for Ørsted. The latest ruling arrives after a bruising stretch for Ørsted, with a roughly 11 percent 1 month share price return offering a rebound against a steep year to date slide and weak multi year total shareholder returns. This hints that sentiment may...
CPSE:COLO B
CPSE:COLO BMedical Equipment

Is Coloplast’s New Board Leadership And Dividend Policy Altering The Investment Case For Coloplast (CPSE:COLO B)?

At Coloplast’s Annual General Meeting on 4 December 2025, shareholders approved a year-end dividend of DKK 18.00 per DKK 1 share, alongside significant board changes including the election of Niels B. Christiansen and the appointment of Jette Nygaard-Andersen as Chairman and Niels Peter Louis-Hansen as Deputy Chairman. These moves combine refreshed board leadership with a continued dividend payout, signaling ongoing governance renewal alongside confidence in Coloplast’s cash-generation...