OB:TOM
OB:TOMMachinery

Tomra Systems (OB:TOM): Evaluating Valuation Following Leadership Change in Recycling Division

Kshitija Bhandaru
It is not every day that leadership changes catch the eye, but Tomra Systems (OB:TOM) just handed investors a new reason to look closer. The company announced that Lars Enge has taken over as Executive Vice President of TOMRA Recycling, replacing Katrin Fricke, who will be pursuing opportunities elsewhere. Given Enge’s recent track record shaping group strategy and spearheading new ventures, it is no surprise that this move is fueling speculation about where he could steer one of Tomra’s most...
OB:KOG
OB:KOGAerospace & Defense

How Investors Are Reacting To Kongsberg Gruppen (OB:KOG) Amid Diverging Fortunes in Defense and Maritime Divisions

Earlier this week, Morgan Stanley initiated coverage of Kongsberg Gruppen with an equal-weight rating, citing strong performance in the defense division but highlighting ongoing challenges in the maritime segment, including a substantial downturn in contracting activity. This review draws investor attention to the contrasting fortunes within the company's core divisions, with resilience in defense set against pronounced headwinds for maritime operations. We'll explore how Morgan Stanley's...
OB:CADLR
OB:CADLRConstruction

How Investors May Respond To Cadeler (OB:CADLR) Expanding Taipei Operations and Offshore Wind Fleet

In the past week, Cadeler marked the relocation of its Taipei team to new, expanded offices in Xinyi, Taiwan, highlighting its commitment to strengthening client collaboration across Asia-Pacific and supporting ongoing offshore wind projects throughout the region. This move underscores Cadeler's deepening presence in high-potential offshore wind markets such as Taiwan, Vietnam, and South Korea, and comes as the company expands its fleet leadership with the addition of two new installation...
OB:TOM
OB:TOMMachinery

Will Tomra Systems’ (OB:TOM) New Recycling Leadership Shape Its Strategic Direction and Innovation Path?

Tomra Systems ASA recently announced that Lars Enge has been appointed as the new EVP of TOMRA Recycling, succeeding Katrin Fricke who has chosen to pursue opportunities outside the company as of September 3, 2025. Enge's previous leadership in launching TOMRA Horizon and advancing new business lines, such as TOMRA Feedstock and Reuse, may bring continuity and a fresh strategic direction to the recycling division. We will explore how this leadership transition, particularly with Enge’s...
OB:TRE
OB:TRELogistics

Hidden Opportunities in European Stocks with Strong Fundamentals

Amidst a backdrop of economic uncertainties and geopolitical tensions, European markets have experienced a downturn, with the pan-European STOXX Europe 600 Index declining by nearly 2% recently. In this environment, identifying stocks with robust fundamentals becomes crucial as these companies can offer resilience and potential for growth despite broader market challenges.