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...
CPSE:ISS
CPSE:ISSCommercial Services

Assessing ISS (CPSE:ISS) Valuation After New Share Buyback Programme Announcement

ISS share buyback puts capital return in focus ISS (CPSE:ISS) recently announced a new share buyback programme aimed at returning excess cash to shareholders by reducing share capital and meeting obligations under its share based incentive schemes. Management is executing the programme under Market Abuse Regulation and the Safe Harbour Regulation, with ISS now holding 13,125,562 treasury shares, equal to 7.53% of the company’s total share capital. See our latest analysis for ISS. The buyback...
CPSE:GMAB
CPSE:GMABBiotechs

Genmab (CPSE:GMAB) Valuation Check As Anthropic AI Alliance Supports Late Stage Pipeline Progress

Why Genmab’s AI alliance with Anthropic matters for shareholders Genmab (CPSE:GMAB) has entered an alliance with Anthropic to bring Claude powered AI agents into its research and clinical development work, aiming to speed up data heavy tasks and tighten operational workflows. For you as an investor, the key angle is how this use of AI could influence Genmab’s ability to progress its late stage antibody medicines through clinical and regulatory steps, potentially affecting timelines, costs,...
CPSE:ROCK B
CPSE:ROCK BBuilding

Rockwool (CPSE:ROCK B) Is Down 7.6% After Russian Assets Put Under External Management – Has The Bull Case Changed?

In early 2026, a Russian presidential decree placed ROCKWOOL’s Russian subsidiary under external management, stripping the company of control over four local factories and prompting immediate deconsolidation of these entities from its accounts, while ROCKWOOL pursues legal remedies under the Russia–Denmark Bilateral Investment Treaty. This loss of control over Russian assets materially reshapes ROCKWOOL’s geographic footprint and risk profile, raising fresh questions about its exposure to...
CPSE:BAVA
CPSE:BAVABiotechs

Will Bavarian Nordic's (CPSE:BAVA) New 10% Buyback Shift Its Vaccine-Focused Investment Narrative?

Bavarian Nordic A/S has begun a shareholder-authorized buyback program as of January 7, 2026, allowing repurchases of up to 10% of its share capital on Nasdaq Copenhagen at prices within 10% of the prevailing market price, with the mandate running through December 31, 2026. This move to retire shares adds a new capital allocation element that could influence how investors view Bavarian Nordic’s earnings profile and ownership structure. We’ll now examine how this newly launched share...
CPSE:JYSK
CPSE:JYSKBanks

Why Jyske Bank (CPSE:JYSK) Is Up 8.0% After Lifting Its 2025 Profit Guidance – And What's Next

Jyske Bank A/S recently raised its 2025 earnings guidance, now expecting a net profit of about DKK 5.40 billion and earnings per share of around DKK 85, supported by broad-based business momentum and favorable financial markets. The upgrade, correcting a prior clerical error in its tables, highlights how stronger-than-expected activity across the bank’s operations is feeding through to higher projected profitability. We’ll now explore how this higher 2025 profit outlook could reshape Jyske...
CPSE:BO
CPSE:BOConsumer Durables

Bang & Olufsen (CPSE:BO) Loss Deepens In Q2 2026 Testing Turnaround Narrative

Q2 2026 results snapshot Bang & Olufsen (CPSE:BO) has just posted Q2 2026 revenue of DKK 676 million, with basic EPS of DKK 0.40 loss and net income loss of DKK 53 million setting the tone for the quarter. The company has seen quarterly revenue move between DKK 544 million and DKK 698 million over the last six reported periods, while basic EPS has ranged from a profit of DKK 0.06 to a loss of DKK 0.40. This gives investors a clear view of how top line stability contrasts with ongoing earnings...
CPSE:NOVO B
CPSE:NOVO BPharmaceuticals

Is Novo Nordisk (CPSE:NOVO B) Pricing In Future Growth From Weight Loss Therapies?

If you are wondering whether Novo Nordisk shares are offering good value right now, looking at how the current price lines up with different valuation methods can give you a clearer picture. The stock last closed at DKK 378.25, with returns of 3.2% over 7 days, 19.5% over 30 days, 14.5% year to date, a 35.7% decline over 1 year, a 17.2% decline over 3 years, and 85.9% over 5 years. This sets a mixed backdrop for assessing where value might sit today. Recent news around Novo Nordisk has...
CPSE:NKT
CPSE:NKTElectrical

How Investors May Respond To NKT (CPSE:NKT) Expanding Into High‑Voltage Dry‑Type Grid Terminations

NKT recently launched the KFEV 245 dry-type outdoor termination for 245 kV power cable systems, aiming to replace conventional oil-filled terminations with a safer, simpler and more environmentally friendly solution manufactured at its Alingsås, Sweden, centre of excellence. This product broadens NKT’s high-voltage accessories portfolio across the full HVAC range up to 550 kV, reinforcing its ability to meet growing customer demand for reliable, sustainable grid components. We’ll now examine...
CPSE:MAERSK B
CPSE:MAERSK BShipping

A Look At Maersk’s Valuation As Red Sea Suez Canal Transits Resume

Red Sea transit puts Maersk’s risk calculus back in focus A.P. Møller - Mærsk (CPSE:MAERSK B) has resumed using the Red Sea Suez Canal route, with the U.S. flag Maersk Denver completing a two day passage. This development is putting operational risk and capacity planning back on investors’ radar. See our latest analysis for A.P. Møller - Mærsk. The return to Red Sea transits comes after a strong period for A.P. Møller - Mærsk’s shares, with a 24.36% 3 month share price return and a 62.86% 1...