Norwegian Building Stock News

Vår Energi ASA and its partners have approved the Johan Castberg Isflak tie-in development in the Barents Sea, including new Increased Oil Recovery wells and the Drivis Tubåen discovery, with first production targeted for the fourth quarter of 2028 via existing Johan Castberg infrastructure. This decision is important because it aims to extend plateau output from Johan Castberg towards 2030, supporting Vår Energi’s plan to sustain production of 350,000 to 400,000 barrels of oil equivalent...

Orkla (OB:ORK) is back on investors radar after Orkla India's CEO outlined an expansion push built around acquisitions, quick delivery apps, and ready-to-eat meals, targeting a return to double digit growth from 2026. See our latest analysis for Orkla. Those India expansion plans land at a time when momentum is quietly rebuilding, with Orkla’s share price returning 10.64% year to date and its one year total shareholder return reaching 16.34%, backed by an impressive three year total...

DNO ASA recently announced that it has passed 500 million barrels of cumulative production from the Tawke license in Kurdistan and restarted drilling after a two-and-a-half-year pause, with two rigs set to support a broader well program. This marks a renewed operational push in Kurdistan as the company targets a 25% increase in gross operated output, underlining management’s confidence in extracting additional volumes from these mature fields. We’ll now explore how this renewed Kurdistan...

The Board of Directors of Public Property Invest ASA has already signaled its intention to propose a total dividend of NOK 1.00 per share at the 2026 AGM, to be paid in four quarterly installments of NOK 0.25 between July 2026 and April 2027. This plan would double the dividend from NOK 0.50 per share approved for 2025, underlining the Board’s confidence in cash earnings and commitment to its policy of distributing up to 60% of these cash flows. We’ll now examine how this planned doubling of...

The new Australian and New South Wales government deal to secure long term energy for the Tomago smelter puts a clearer floor under Norsk Hydro (OB:NHY)'s regional earnings and long range decarbonisation roadmap. See our latest analysis for Norsk Hydro. That backdrop helps explain why Norsk Hydro's NOK 75.8 share price sits on solid footing, with a 90 day share price return of 12.1 percent and a five year total shareholder return of 148.8 percent. Together, these signal momentum that...

Aker BP (OB:AKRBP) just added another discovery to its growing North Sea pipeline, announcing new gas and condensate finds at the Lofn and Langemann wells that further strengthen its medium term production story. See our latest analysis for Aker BP. These finds add to a run of successful campaigns like Omega Alfa and Kjottkake, and while the 1 month share price return is still in the red, the roughly mid single digit year to date share price gain alongside a strong 1 year total shareholder...

Yara and Air Products recently announced they are in advanced negotiations to partner on large low-emission ammonia projects in the US and Saudi Arabia, including potential investment of roughly US$8–9 billion in Air Products’ Louisiana Clean Energy Complex and a marketing role in the nearly complete NEOM Green Hydrogen Project. This potential partnership could reshape Yara’s role in the low-carbon ammonia value chain by pairing its global distribution network with long-term access to...

Nordic Semiconductor (OB:NOD) just took a meaningful step deeper into satellite IoT, launching its nRF9151 SMA Development Kit and new modem firmware that adds NB-IoT NTN support for direct-to-satellite connectivity. See our latest analysis for Nordic Semiconductor. The timing of this launch comes after a choppy spell for the stock, with a 90 day share price return of minus 13.14 percent, but a strong year to date share price return of 27.73 percent and a 1 year total shareholder return of...

BlueNord (OB:BNOR) just posted preliminary November production numbers that highlight a smooth ramp up at the Tyra hub and stronger than expected output from its legacy Danish fields, giving investors fresh data to reassess value. See our latest analysis for BlueNord. Even with this operational outperformance, the 1 month share price return of minus 14.29 percent and year to date share price return of minus 37.61 percent show sentiment has been weak. However, a 5 year total shareholder return...

Wallenius Wilhelmsen (OB:WAWI) just locked in extensions on two major shipping contracts worth an estimated USD 500 million, stretching key customer relationships to 2028 and 2030 and sharpening its long term revenue visibility. See our latest analysis for Wallenius Wilhelmsen. The market seems to be catching on to that stability, with a 1 month share price return of 21.54 percent and a 1 year total shareholder return of 31.09 percent, building on an impressive 666.01 percent total...

If you are wondering whether Subsea 7 still offers good value after a strong multi year run, or if most of the upside is already priced in, you are not alone. That is exactly what we are going to unpack here. The stock has cooled slightly in the last week, down about 2.0%, but it is still up 2.9% over 30 days, 3.6% year to date, 18.6% over the last year, and an impressive 114.3% over 3 years and 168.7% over 5 years. This naturally raises questions about what the market is now...

Atea (OB:ATEA) just landed a sizeable win in Norway, securing a three year IT infrastructure contract with Tradebroker, plus an optional four year extension, worth about NOK 500 million annually. See our latest analysis for Atea. The deal lands at a time when momentum is already picking up, with a 30 day share price return of 7.3 percent and a five year total shareholder return of 71.9 percent, signalling confidence in Atea’s long term trajectory. If this kind of contract win has your...

Cadeler (OB:CADLR) just locked in a new unsecured green corporate term loan facility of EUR 60 million, with room to lift it to EUR 80 million. This provides the offshore wind installer with additional financial flexibility. See our latest analysis for Cadeler. The new green loan comes after a tough stretch, with the share price at NOK 46.32 and a year to date share price return of negative 29.17 percent. Even so, the five year total shareholder return of 88.68 percent still signals that the...

If you are wondering whether Vår Energi is quietly offering value while many investors chase the latest market darlings, this article will walk through what the numbers are really saying about the stock. The share price has slipped recently, down 0.1% over the last week, 7.7% over the last month, and 13.7% year to date, but it is still up 8.1% over the past year and 47.8% over three years. This combination may point to a longer term story behind the recent weakness. Recent headlines have...

Hafnia (OB:HAFNI) just delivered a mixed update, with third quarter revenue and profit down from last year, yet management still confirmed a regular cash dividend that keeps the income story very much alive. See our latest analysis for Hafnia. The share price has cooled off lately, with a 1 month share price return of minus 11.56 percent and a year to date share price return of minus 11.63 percent. However, a 5 year total shareholder return above 500 percent shows the longer term compounding...

Equinor (OB:EQNR) has jumped back onto investors radars after confirming its largest discovery of the year at the Lofn and Langemann wells in the Sleipner area, alongside new plans for growth in the Barents Sea. See our latest analysis for Equinor. Yet despite these sizeable finds and fresh Barents Sea investment, Equinor’s 1 year total shareholder return is slightly negative and its year to date share price return sits well below recent highs, suggesting momentum has cooled even as the long...

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Kitron (OB:KIT) has just coupled a string of sizeable defence contracts, worth 17 million, 19 million and 55 million euros, with upgraded revenue and margin ambitions that sketch a much larger business a few years out. See our latest analysis for Kitron. Those contracts and the upgraded roadmap help explain why Kitron’s 1 day share price return of 3.41 percent and year to date share price return of 97.94 percent sit alongside a powerful 1 year total shareholder return of 113.57 percent...

Equinor and partner Aker BP recently announced a major gas and condensate discovery in the Lofn and Langemann wells in Norway’s Sleipner area, estimated at 30 to 110 million barrels of oil equivalent and located close to existing infrastructure for potential low-emission development. Together with Equinor’s ongoing Isflak expansion in the Barents Sea and its first hybrid solar-wind complex in Brazil, these finds highlight how the company is simultaneously expanding upstream reserves and...

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...

Pexip Holding ASA ( OB:PEXIP ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...

It's nice to see the Norcod AS ( OB:NCOD ) share price up 10% in a week. But that doesn't change the fact that the...

Kitron recently secured two Defence/Aerospace orders worth a combined €74 million and, at its Capital Markets Presentation, raised its medium-term ambitions to €1.50 billion in revenue with an EBIT margin above 9% and a return on operating capital above 25%. By tying substantial new defence contracts to higher long-term financial targets, management is signalling confidence in demand visibility and the scalability of Kitron’s expanded production footprint. We’ll now assess how Kitron’s...

Olav Thon Eiendomsselskap (OB:OLT) has been quietly rewarding patient investors, with the share price climbing about 24 % over the past month and more than 55 % in the past year. See our latest analysis for Olav Thon Eiendomsselskap. That strong 1 year total shareholder return of 55.79 % and a solid 3 year total shareholder return of 113.43 % suggest momentum is building as investors reprice the risk reward balance for its Nordic property portfolio. If this kind of rerating has you curious...