OB:BNOR
OB:BNOROil and Gas

BlueNord (OB:BNOR) Valuation Check As Tyra Hub Reaches Highest Monthly Output Since Restart

BlueNord (OB:BNOR) has drawn fresh attention after reporting preliminary December 2025 production of 47.4 mboepd, with the Tyra hub reaching its highest monthly output since restart and showing stable, optimized operations. See our latest analysis for BlueNord. The preliminary production update comes after a period where short term share price momentum has been positive, with a 1 month share price return of 6.58% and a 3 month share price return of 5.17%. However, the 1 year total shareholder...
OB:WAWI
OB:WAWIShipping

New US$130m Asian Contract Could Be A Game Changer For Wallenius Wilhelmsen (OB:WAWI)

Wallenius Wilhelmsen has entered a one-year shipping contract, valued at around US$130 million based on contractual volume, with a leading Asian vehicle and heavy equipment manufacturer that commenced in early 2026. This agreement meaningfully expands the company’s forward contract coverage in Asia, underscoring the importance of long-term OEM relationships in securing future shipping volumes. We’ll now examine how this new US$130 million Asian shipping contract could influence Wallenius...
OB:BWLPG
OB:BWLPGOil and Gas

Assessing BW LPG (OB:BWLPG) Valuation After Q4 Product Services Gain And Recent Share Price Strength

Why BWG (OB:BWLPG) is back on investors’ radar BWG (OB:BWLPG) has drawn fresh attention after BW LPG Limited reported a Q4 2025 update for its Product Services segment, including a realised gain of US$12 million from its completed trading portfolio. This operational news, tied to a focus on a balanced trading portfolio and disciplined risk controls through challenging macroeconomic and geopolitical conditions, gives investors new information to weigh against the stock’s recent...
OB:EQNR
OB:EQNROil and Gas

Equinor (OB:EQNR) Is Up 6.8% After U.S. Court Clears Empire Wind Construction - What's Changed

Equinor recently won a key U.S. court ruling allowing its Empire Wind offshore project off New York to resume construction, lifting a federal suspension that had threatened tight timelines and vessel availability. This legal green light reinforces Equinor’s push to build a meaningful renewable energy portfolio alongside its core Norwegian oil and gas operations, underscoring its dual-role in Europe’s energy security and the energy transition. We’ll now examine how the Empire Wind court...
OB:VAR
OB:VAROil and Gas

A Look At Vår Energi (OB:VAR) Valuation After Goliat Ridge Appraisal Success And Resource Upgrade

Vår Energi (OB:VAR) recently reported successful appraisal results from the Zagato structure on the Goliat Ridge in the Barents Sea, confirming reservoir and oil quality and lifting estimated gross recoverable and prospective volumes to more than 200 million barrels of oil equivalents. See our latest analysis for Vår Energi. The appraisal success on Goliat Ridge and the upcoming dividend proposal arrive during a period of firm momentum, with a 1-month share price return of 10.44% and a 3-year...
OB:DNO
OB:DNOOil and Gas

Assessing DNO (OB:DNO) Valuation After New Norwegian Exploration License Wins

Why DNO’s New Norwegian Licenses Matter For Investors DNO (OB:DNO) has received participation in 17 new exploration licenses under Norway's APA 2025 round, including four as operator, expanding its North Sea and Norwegian Sea footprint. For investors, this licensing outcome highlights how DNO is adding exploration options in a region where it already reports a commercial success rate above 50% and has four field developments moving toward production. See our latest analysis for DNO. DNO’s...
OB:AKRBP
OB:AKRBPOil and Gas

Does Aker BP (OB:AKRBP) Still Offer Value After Strong Multi‑Year Share Price Gains

If you are wondering whether Aker BP's share price still offers value at current levels, this article will walk through what that price could imply about the stock. Aker BP recently closed at NOK 278.9, with returns of 6.2% over the last 7 days, 13.6% over 30 days, 7.3% year to date, 21.1% over 1 year and 84.9% over 5 years, which may prompt questions about how much expectation is already reflected in the price. Recent coverage around Aker BP has focused on its position in the energy sector...
OB:SCATC
OB:SCATCRenewable Energy

Scatec (OB:SCATC) Is Up 6.8% After Record Egyptian Hybrid Solar‑Storage Deal - What's Changed

Scatec ASA recently signed a Power Purchase Agreement with the Egyptian Electricity Transmission Company for a 1.95 GW solar and 3.9 GWh battery energy storage hybrid project in Egypt, alongside two standalone storage plants, forming Africa’s largest integrated solar and storage installation. This 25-year, US dollar‑denominated, pay‑as‑produced contract for around‑the‑clock baseload power marks the largest investment in Scatec’s history and underlines its push into large‑scale hybrid...
OB:EQNR
OB:EQNROil and Gas

Reassessing Equinor (OB:EQNR) Valuation After Recent Share Price Gains

If you are wondering whether Equinor’s recent share price moves have left the stock looking cheap or fully priced, this article walks through what the current valuation really suggests. Over the short term, Equinor’s share price closed at NKr247.4, with returns of 6.3% over 7 days, 9.0% over 30 days, 2.4% year to date, 7.6% over 3 years and 118.6% over 5 years, while the 1 year return was a 6.3% decline. Recent headlines around large energy groups and shifting sector sentiment have kept...
OB:LSG
OB:LSGFood

A Look At Lerøy Seafood Group (OB:LSG) Valuation As Lower Q4 Volumes And Cod Quota Risks Draw Focus

Lerøy Seafood Group (OB:LSG) is back in focus after reporting fourth quarter and full year 2025 production figures, with softer year end salmon, trout and wild catch volumes drawing attention to potential operational and environmental pressures. See our latest analysis for Lerøy Seafood Group. At a share price of NOK 48.68, Lerøy Seafood Group has seen mixed momentum. A 1 day share price return of 1.97% contrasts with a 90 day share price return of 4.74% and a 1 year total shareholder return...
OB:AKRBP
OB:AKRBPOil and Gas

A Look At Aker BP (OB:AKRBP) Valuation After New APA 2025 Exploration Licence Awards

Aker BP’s new licence awards and why investors are watching Aker BP (OB:AKRBP) has secured ownership interests in 22 exploration licences, including operatorship in 12, in the APA 2025 round on the Norwegian Continental Shelf, which is drawing fresh attention to the shares. See our latest analysis for Aker BP. The APA 2025 licence wins come at a time when Aker BP’s share price is trading at NOK 275.6, with a 30 day share price return of 11.35% and a 1 year total shareholder return of 20.21%,...
OB:CAMBI
OB:CAMBIMachinery

Discovering Three European Small Caps with Strong Fundamentals

As the European markets continue to show optimism, with the STOXX Europe 600 Index rising by 2.27% amid favorable economic conditions and company earnings, small-cap stocks have gained attention due to their potential for growth in this dynamic environment. In this context, identifying companies with strong fundamentals becomes crucial, as they are better positioned to capitalize on the improving economic indicators and interest rate backdrop in Europe.
OB:SCATC
OB:SCATCRenewable Energy

Scatec (OB:SCATC) Valuation Check After Record Egypt Solar And Battery Agreement

Scatec (OB:SCATC) has signed a long term power purchase agreement with the Egyptian Electricity Transmission Company for a large solar and battery project in Egypt. This marks the biggest investment in the company’s history. See our latest analysis for Scatec. The PPA news lands after a steady run in the shares, with a 7 day share price return of 6.95% and a 30 day share price return of 9.94%. The 1 year total shareholder return of 43% contrasts with a 5 year total shareholder return of...
OB:TGS
OB:TGSEnergy Services

Is TGS (OB:TGS) Kuala Lumpur Cloud Hub a Subtle Shift in Its Digital Edge Strategy?

TGS has recently opened a new imaging center in Kuala Lumpur, Malaysia, using locally hosted cloud infrastructure to support complex energy data processing and Multi-Client projects across the Asia-Pacific region. This move deepens TGS’s presence in the Eastern Hemisphere by bringing advanced imaging capabilities physically closer to regional customers, potentially improving service responsiveness and data workflow efficiency. Next, we’ll consider how this new Kuala Lumpur imaging hub could...
OB:NHY
OB:NHYMetals and Mining

How Norsk Hydro’s Three-Year High Amid OBX Record At Norsk Hydro (OB:NHY) Has Changed Its Investment Story

Earlier this week, Norsk Hydro participated in a broad upswing on the Oslo market as the OBX index reached a fresh all-time high, with gains led by healthcare, life sciences, utilities and other sectors. The company’s move to three-year highs has drawn renewed attention to how it is positioned within Norway’s equity market during this broader rally. Against this backdrop of Norsk Hydro reaching three-year highs alongside a record OBX, we’ll assess how the news shapes its investment...
OB:NAS
OB:NASAirlines

A Look At Norwegian Air Shuttle (OB:NAS) Valuation After Steady 2025 Operating Statistics

Norwegian Air Shuttle (OB:NAS) has released its operating statistics for December 2025 and the twelve month period, giving investors fresh insight into recent capacity, demand and passenger trends across its network. See our latest analysis for Norwegian Air Shuttle. These operating figures arrive at a time when Norwegian Air Shuttle’s share price has eased in recent months, with a 30 day share price return of an 8% decline and a year to date share price return of an 8.21% decline. However,...