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:NETC
CPSE:NETCIT

A Look At Netcompany Group (CPSE:NETC) Valuation After Its DKK 500m Share Buyback Announcement

Buyback announcement and why it matters Netcompany Group (CPSE:NETC) has launched a share buyback programme of up to DKK 500 million, targeting a maximum of 3,700,000 shares, to reshape its capital structure and cover share based incentives. The programme, running no later than 30 January 2026 under EU Market Abuse Regulation, leaves Netcompany holding 1,735,556 treasury shares, equal to 3.7% of its share capital. See our latest analysis for Netcompany Group. Netcompany’s share price has been...
CPSE:FLS
CPSE:FLSMachinery

Is It Too Late To Consider FLSmidth (CPSE:FLS) After Strong Multi‑Year Share Gains?

If you are wondering whether FLSmidth at a last close of kr.474.4 still offers value, you are not alone. The recent share performance has put its pricing firmly in the spotlight. The stock has posted returns of 6.6% over the last 7 days, 14.1% over the last 30 days, 5.4% year to date, 38.8% over 1 year, 83.1% over 3 years and 121.9% over 5 years, which naturally raises questions about what is already reflected in the price. Recent company updates and industry headlines have kept attention on...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Is Novo Nordisk (CPSE:NOVO B) Pricing Reflect Recent Share Swings Accurately

If you are wondering whether Novo Nordisk shares still justify their current price, or if the recent buzz has pushed them too far, this article breaks down what the numbers say about value. The stock last closed at kr364.05, with returns of 11.9% over 7 days and 17.6% over 30 days, while the 1 year return stands at a 37.9% decline and the 5 year return at 86.3%. Recent coverage around Novo Nordisk has continued to focus on its role in the global pharmaceuticals and biotech sector, keeping...
CPSE:ISS
CPSE:ISSCommercial Services

Is ISS (CPSE:ISS) Using Aggressive Buybacks To Show Capital Discipline Or Strategic Caution?

ISS A/S has launched a new share buyback programme running until February 2026, authorising repurchases of up to DKK 3,000 million to reduce share capital and meet share-based incentive obligations. With treasury shares already amounting to 7.36% of its share capital, ISS is leaning heavily on buybacks as a capital return tool in a recurring-revenue services business. We will now examine how this sizeable share buyback plan shapes ISS’s investment narrative, especially its approach to...
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...
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...