CPSE:NKT
CPSE:NKTElectrical

NKT (CPSE:NKT) Valuation Check After Major 525 kV HVDC Contract Wins In Scotland

NKT (CPSE:NKT) is back in focus after confirming final contracts with SSEN Transmission for two 525 kV HVDC cable projects in Scotland, adding about €2b of turnkey work to its high voltage backlog. See our latest analysis for NKT. The latest HVDC contract win and recent product launch around dry type high voltage terminations come against a backdrop of a 10.63% 90 day share price return and a 5 year total shareholder return of 236.01%. This suggests momentum has been building over time...
CPSE:MAERSK B
CPSE:MAERSK BShipping

A Close Look At A.P. Møller - Mærsk (CPSE:MAERSK B) Valuation After Strong One Year Return

Recent performance snapshot A.P. Møller - Mærsk (CPSE:MAERSK B) has seen mixed short term returns, with a gain of about 1.1% over the past day, a 5.5% decline over the past week, and a 2.9% rise over the past month. Looking a bit further back, the stock shows a 15.4% return over the past 3 months and around 0.6% year to date. The 1 year total return stands at about 56.0%. See our latest analysis for A.P. Møller - Mærsk. At a share price of DKK 14,860, A.P. Møller - Mærsk combines a recent dip...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Novo Nordisk Balances GLP‑1 Growth, Cell Therapy Ambitions And Antitrust Risk

Novo Nordisk (CPSE:NOVO B) expanded its partnership with Aspect Biosystems to develop next generation cell based diabetes therapies. The company launched an oral formulation of Wegovy, with early signs of strong market uptake in the weight loss segment. A federal antitrust lawsuit was filed alleging Novo Nordisk used its position in GLP 1 medicines to limit compounding pharmacy competition. Novo Nordisk, traded as CPSE:NOVO B, is active in both diabetes care and prescription weight loss...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Assessing Novo Nordisk (CPSE:NOVO B) Valuation After Recent Share Price Momentum Shift

What Novo Nordisk’s recent performance data tells you Novo Nordisk (CPSE:NOVO B) has seen mixed share performance recently, with about a 3% decline over 1 day, a broadly flat past week, and gains over the past month and past 3 months. See our latest analysis for Novo Nordisk. At a share price of DKK 377.55, Novo Nordisk’s recent 21.79% 1 month share price return contrasts with a weaker 1 year total shareholder return of 29.56% and a stronger 5 year total shareholder return of 83.01%. This...
CPSE:GUBRA
CPSE:GUBRALife Sciences

Gubra (CPSE:GUBRA) Is Down 7.9% After AMX0318 Milestone Deal With Amylyx - Has The Bull Case Changed?

Amylyx Pharmaceuticals recently selected AMX0318, a long-acting GLP-1 receptor antagonist discovered in collaboration with Gubra, as a development candidate for post-bariatric hypoglycemia and other rare diseases, triggering a US$4,000,000 milestone payment and positioning Gubra for more than US$50,000,000 in potential future milestones plus mid-single digit royalties. The move underlines how Gubra’s partnered peptide programs can translate preclinical research into tangible milestone income...
CPSE:AMBU B
CPSE:AMBU BMedical Equipment

Did Ambu’s (CPSE:AMBU B) J.P. Morgan Update Redefine Its Single‑Use Endoscopy Turnaround Story?

Ambu A/S recently presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, highlighting its single-use endoscopy focus and turnaround progress. The company used the conference platform to showcase innovation, scalable operations, and an improved financial outlook that could influence how investors view its recovery narrative. Next, we examine how Ambu’s emphasis on single-use endoscopy leadership and turnaround progress at the conference shapes its investment...
CPSE:GMAB
CPSE:GMABBiotechs

Did Epcoritamab’s Phase 3 PFS Win Just Shift Genmab's (CPSE:GMAB) Investment Narrative?

Genmab A/S recently reported topline Phase 3 EPCORE DLBCL-1 data showing that subcutaneous epcoritamab monotherapy improved progression-free survival versus standard chemo‑immunotherapy in previously treated, transplant‑ineligible diffuse large B‑cell lymphoma patients, with safety consistent with its known profile. This is the first Phase 3 trial to show a progression-free survival benefit for a CD3xCD20 bispecific antibody used as monotherapy in relapsed or refractory diffuse large B‑cell...
CPSE:ORSTED
CPSE:ORSTEDRenewable Energy

Assessing Ørsted (CPSE:ORSTED) Valuation After The Revolution Wind Legal Green Light

Why the Revolution Wind ruling matters for Ørsted A US federal judge has allowed Ørsted (CPSE:ORSTED) to restart construction on its nearly finished, roughly US$5.0b Revolution Wind project, removing the prior national security suspension and shifting attention back to project delivery and capital returns. See our latest analysis for Ørsted. Against this legal win, Ørsted’s share price has a 1 day return of 3.4% and a 90 day share price return of 13.15%. However, the 1 year total shareholder...
CPSE:TRMD A
CPSE:TRMD AOil and Gas

How Investors May Respond To TORM (CPSE:TRMD A) Unwinding Oaktree’s Control And Simplifying Voting Power

TORM plc recently announced that Oaktree Capital Management’s ownership has fallen below the one-third threshold, triggering the extinguishing of the B-Director role, the departure of Deputy Chairman and Senior Independent Director David Weinstein from the Board as of 6 January 2026, and the planned redemption and cancellation of the company’s B- and C-shares. These governance changes remove special voting arrangements, consolidating power into a single class of 101,332,707 A-shares and one...
CPSE:PNDORA
CPSE:PNDORALuxury

Is Pandora (CPSE:PNDORA) Using Its 24% EBIT Margin Target To Redefine Its Growth Narrative?

Pandora A/S recently held its Q4 2025 guidance/update call, confirming expectations for 2025 including EBIT of around DKK 7.8 billion and a group EBIT margin of roughly 24% supported by strong gross margin and cost control. This confirmation of robust profitability targets and disciplined cost management offers fresh insight into how Pandora sees its operational efficiency holding up through 2025. Next, we’ll examine how Pandora’s expectation of an EBIT margin around 24% might influence the...
CPSE:MAERSK B
CPSE:MAERSK BShipping

Is A.P. Møller Maersk (CPSE:MAERSK B) Pricing Reflect Global Freight Volatility And Recent Rally?

If you are trying to figure out whether A.P. Møller - Mærsk shares still offer good value, it helps to separate the story from the numbers and look at what the current price actually reflects. The stock recently closed at DKK 14,900, with returns of 1.4% year to date and 58.0% over the past year, which can change how the market sees both its growth potential and risk. Recent headlines around global shipping capacity, freight rate volatility, and trade route disruptions have kept container...
CPSE:SCHO
CPSE:SCHOFood

What Aktieselskabet Schouw (CPSE:SCHO)'s DKK 240m Share Buy-back Means For Shareholders

On 2 January 2026, Schouw & Co. began a share buy-back programme of up to DKK 240,000,000 running through 31 December 2026 under EU Safe Harbour rules. This substantial capital allocation move signals management’s focus on returning cash to shareholders while potentially tightening the company’s free float over time. We’ll now examine how this sizeable buy-back programme could influence Schouw’s investment narrative, especially around capital allocation and earnings quality. Find companies...
CPSE:ROCK B
CPSE:ROCK BBuilding

Rockwool (CPSE:ROCK B) Valuation After Russian Factory Seizure And Loss Of Market Presence

Rockwool (CPSE:ROCK B) is back in focus after Russian authorities assumed control of its four factories in the country. This has prompted the company to deconsolidate these assets and prepare to defend its rights under international treaties. See our latest analysis for Rockwool. At a share price of DKK 211.0, Rockwool has a 7 day share price return of 6.16% and a 30 day share price return of 7.70%, while the 1 year total shareholder return of 13.78% contrasts with a 3 year total shareholder...
CPSE:DSV
CPSE:DSVLogistics

DSV (CPSE:DSV) Is Up 6.6% After Analyst Praise And Portfolio Moves Reshape Its Narrative

In recent days, analysts at Bernstein and Goldman Sachs have highlighted DSV as a preferred name in European logistics, emphasizing its asset-light model, Schenker integration capabilities, and potential capital markets day and share buyback catalysts in 2026, while the company also exited USA Truck and managed a warehouse fire in Poland. This combination of renewed analyst attention, portfolio reshaping through the USA Truck sale, and operational incident management is shaping how investors...