OB:CADLR
OB:CADLRConstruction

A Look at Cadeler (OB:CADLR) Valuation Following Major Offshore Wind Contract Wins

Cadeler (OB:CADLR) has secured two significant contracts for the transportation and installation of offshore wind turbines and their foundations, together valued at around EUR 500 million. This move meaningfully strengthens the company's order book and highlights its expanding role in offshore wind. See our latest analysis for Cadeler. Cadeler’s new contracts and growing UK presence follow a challenging year for the stock, with a 1-year total shareholder return of -30.73% and the share price...
OB:NORBT
OB:NORBTElectronic

A Look at Norbit’s (OB:NORBT) Valuation After Q3 Earnings Boost and Special Dividend

Norbit (OB:NORBT) shares reacted following the company’s Q3 earnings, which showed 36% revenue growth, new product momentum, and a special dividend. However, there was also a miss on earnings per share that has investors watching Q4 closely. See our latest analysis for Norbit. After surging year-to-date, Norbit’s share price has pulled back in recent weeks, down 5.1% over the past month and 8.9% for the quarter. Despite this short-term dip following the Q3 earnings miss, total shareholder...
OB:TOM
OB:TOMMachinery

Tomra Systems (OB:TOM): Valuation Insights Following Chairman’s Recent Share Purchase

Tomra Systems (OB:TOM) drew attention after a regulatory filing revealed that Johan Hjertonsson, chairman and primary insider, purchased 10,000 additional shares. This move doubled his stake to 20,000 shares. Investors often watch insider activity for signals on management outlook and commitment. See our latest analysis for Tomra Systems. This insider buying comes after what has been a challenging stretch for Tomra Systems, with the share price sliding nearly 19% year-to-date and the one-year...
OB:LSG
OB:LSGFood

Is Resilience in Value-Added Earnings Shifting the Outlook for Lerøy Seafood Group (OB:LSG)?

Lerøy Seafood Group recently reported mixed Q3 2025 results, with its Farming segment hindered by low salmon prices and biological issues, while its value-added processing, sales and distribution segment achieved record earnings. The company's investments in laser delousing and closed containment farming aim to boost sustainability and efficiency, as management anticipates a more balanced salmon market and lower production costs in the coming year. To assess how this impacts Lerøy's...
OB:ODL
OB:ODLEnergy Services

What Odfjell Drilling (OB:ODL)'s Strong Q3 Earnings and Dividend Payout Mean For Shareholders

Odfjell Drilling Ltd. recently reported strong third-quarter 2025 earnings, with sales of US$233.7 million and net income of US$55.1 million, and declared a US$0.20 per share cash dividend to be paid on November 26, 2025. This combination of significantly improved profitability and a shareholder payout signals enhanced operational performance and management's confidence in the company's financial health. We'll explore how the substantial dividend announcement and robust profit growth may...
OB:AFG
OB:AFGConstruction

AF Gruppen (OB:AFG): Valuation in Focus After Securing Major Sustainable Wastewater Contract

AF Gruppen (OB:AFG) has secured a NOK 582 million contract to lead construction at the Fuglevik wastewater treatment plant in Moss Municipality. The project highlights the company’s environmental focus and further builds on its reputation in sustainable infrastructure. See our latest analysis for AF Gruppen. AF Gruppen’s share price has been gathering steam, rising over 21% year to date and boasting a 34.6% total shareholder return over the past year. The positive momentum seems to reflect...
OB:NHY
OB:NHYMetals and Mining

Norsk Hydro (OB:NHY) Valuation in Focus Following Landmark Illvatn Hydropower Expansion Announcement

Norsk Hydro (OB:NHY) is moving forward with the Illvatn pumped storage power plant in Luster Municipality, marking its largest hydropower initiative in more than two decades. This expansion carries major implications for renewable energy capacity and future aluminium production. See our latest analysis for Norsk Hydro. The news of Hydro’s Illvatn hydropower investment comes as the stock notched a fresh 52-week high this week and posted a 4.9% one-month share price return, outpacing the Oslo...
OB:EQNR
OB:EQNROil and Gas

How Will Equinor’s (OB:EQNR) Recent Debt Issuance Influence Its Long-Term Financial Strategy?

Equinor recently completed substantial debt capital market transactions in the US, issuing US$250 million of 4.25% notes due 2028, US$250 million of 4.50% notes due 2030, and US$1 billion of 4.75% notes due 2035 under its US Shelf Registration Statement. The proceeds, intended for general corporate purposes such as debt repayment and liquidity enhancement, highlight Equinor’s focus on maintaining financial flexibility in a shifting energy landscape. We'll examine how this move to bolster...
OB:WWI
OB:WWIShipping

Will Wilh. Wilhelmsen Holding’s (OB:WWI) Dividend Hike and Earnings Growth Change Its Investment Narrative?

Wilh. Wilhelmsen Holding ASA recently reported third quarter 2025 earnings, showing increased sales and net income compared to the previous year, and approved a cash dividend of NOK 8.00 per share to be paid on November 20, 2025. The combination of improved financial performance and a new dividend underscores the company’s ability to generate cash while maintaining shareholder returns. We'll examine how the stronger quarterly earnings and dividend approval could shape Wilhelmsen Holding’s...
OB:VAR
OB:VAROil and Gas

Vår Energi (OB:VAR) Valuation in Focus After Special Dividend Payout Approval

Vår Energi (OB:VAR) just wrapped up an extraordinary general meeting where shareholders gave the green light to a hefty dividend payout for the third quarter. This move highlights management’s focus on rewarding investors directly. See our latest analysis for Vår Energi. On the heels of that dividend approval, Vår Energi’s share price has shown solid momentum in recent weeks, with a 1-month share price return of nearly 7%. This recaptures some ground after a softer start to the year...
OB:VEND
OB:VENDInteractive Media and Services

Vend Marketplaces (OB:VEND) Valuation in Focus as Share Issue Deadline Approaches

Vend Marketplaces (OB:VEND) has set November 13, 2025, as the deadline for its ongoing share issue, giving eligible A shareholders one last chance to buy in before the subscription period closes. This update carries weight for existing investors because the completion of the share issue could influence the company’s capital structure and how the market perceives its shares. See our latest analysis for Vend Marketplaces. The share price has pulled back over the past three months, with a 90-day...
OB:AUTO
OB:AUTOMachinery

What Does AutoStore's (OB:AUTO) Profit Growth Amid Falling Sales Reveal About Its Competitive Positioning?

AutoStore Holdings Ltd. recently announced its third quarter 2025 earnings, reporting sales of US$139 million and net income of US$32.2 million, compared to last year’s US$144.2 million and US$31.1 million, respectively. Despite the quarterly improvement in net income, the company’s results for the first nine months of 2025 highlighted significantly lower revenue and profits than the same period in the previous year. With the quarterly net income increase amid declining sales, we’ll now...
OB:WAWI
OB:WAWIShipping

Should Higher Profits Despite Lower Sales Prompt Action From Wallenius Wilhelmsen (OB:WAWI) Investors?

Wallenius Wilhelmsen ASA recently reported third quarter 2025 earnings, posting net income of US$255 million and earnings per share from continuing operations of US$0.60, both higher than the same period last year, despite a slight dip in sales. This improvement in profitability, even with stable nine-month revenues, highlights the company's ability to manage costs and maintain margins in a challenging market. We'll explore how Wallenius Wilhelmsen's higher quarterly profits and disciplined...
OB:MOWI
OB:MOWIFood

Mowi (OB:MOWI) Valuation in Focus After Upbeat Growth Guidance and Nova Sea Integration

Recent updates have made Mowi (OB:MOWI) a topic of discussion for investors, as the company raised its harvest volume forecasts for 2025 and 2026 after consolidating Nova Sea. This, combined with new index inclusion and upbeat sector outlooks, is shifting sentiment positively. See our latest analysis for Mowi. Mowi’s positive developments, including index inclusion and ambitious harvest targets, have energized the stock’s momentum. After some volatility earlier in the year, Mowi’s share price...
OB:SNI
OB:SNIShipping

CFO Succession and Dividend Hike Might Change the Case for Investing in Stolt-Nielsen (OB:SNI)

On November 7, 2025, Stolt-Nielsen Limited announced that CFO Jens F. Grüner-Hegge will retire during the second half of 2026, with Alex Ng, Vice President of Corporate Development & Strategy, appointed as CFO Designate to take over the role in August 2026; the Board also approved an interim dividend of US$1.00 per share, payable on December 3, 2025. This planned leadership transition and dividend decision highlights the company's ongoing focus on executive continuity and shareholder returns...
OB:DOFG
OB:DOFGEnergy Services

DOF Group (OB:DOFG) Valuation in Focus Following Strong Earnings and Major Contracts With bp, Petrobras

DOF Group (OB:DOFG) delivered strong growth in sales and net income for the third quarter and nine months ending September 2025, and also secured major new contracts with global clients bp and Petrobras. Investors are taking note as operational momentum builds. See our latest analysis for DOF Group. The share price has climbed 14.4% year-to-date, with a one-year total shareholder return of 17.7%. This reflects the clear momentum from DOF Group’s expanding contract wins and improved...
OB:AFG
OB:AFGConstruction

How AF Gruppen’s (OB:AFG) NOK 582 Million Wastewater Contract Has Reframed Its Sustainability Investment Story

MOVAR IKS has announced that it has selected AF Gruppen as the general contractor for a NOK 582 million contract to expand the Fuglevik wastewater treatment plant in Moss Municipality, with construction scheduled to begin in December 2025 and be completed by December 2029. This project stands out for its strong sustainability focus, including the use of environmentally friendly materials and a fossil-free construction site, aligning with evolving industry standards for green...