OB:NAS
OB:NASAirlines

Does Norwegian Air Shuttle’s Expanded Boeing Order Reshape the Bull Case for OB:NAS?

In late September 2025, Norwegian Air Shuttle exercised its option to acquire 30 additional Boeing 737 MAX 8 aircraft, expanding its firm order to 80 jets with revised delivery dates through 2031. This substantial fleet investment highlights Norwegian’s commitment to modernizing its aircraft for greater fuel efficiency and operational cost reductions while supporting its long-term growth ambitions. We’ll explore how this expanded Boeing order could reinforce Norwegian’s investment case by...
OB:BWE
OB:BWEOil and Gas

A Look at BW Energy (OB:BWE)’s Valuation Following Bold Production Expansion in the Kudu Basin

BW Energy (OB:BWE) is taking bold steps to expand its oil output, recently accelerating efforts to triple production through a focused drilling campaign in Namibia’s Kudu Basin and active expansion across Africa and South America. See our latest analysis for BW Energy. BW Energy’s ambition to triple production has clearly gotten the market’s attention, with the 1-month share price return surging 45.07% and year-to-date gains now topping 100%. This comes on the back of recent drilling progress...
OB:SNI
OB:SNIShipping

Will Lower Earnings and Share Buybacks Shift Stolt-Nielsen's (OB:SNI) Stability Narrative?

Stolt-Nielsen Limited recently reported third-quarter and nine-month results for 2025, noting a decrease in sales to US$699.88 million and net income of US$63.97 million for the quarter, both lower than the previous year. The company also completed a buyback of 1,759,380.336 shares between February and March 2025, as previously announced. Lower sales and net income compared to the prior-year period highlight operational pressure, even as the company continues returning capital to...
OB:HAUTO
OB:HAUTOShipping

Höegh Autoliners (OB:HAUTO): Weighing Valuation After Q3 Weakness and Cautious Outlook

Höegh Autoliners (OB:HAUTO) shares dropped as much as 9% after the company’s September update revealed that Q3 earnings were hit by a softening trade balance and ongoing cost pressures related to more short-term charter activity. See our latest analysis for Höegh Autoliners. It has been a volatile stretch for Höegh Autoliners as the share price has slid more than 16% over the past month, reflecting mounting investor caution after the Q3 update. However, the one-year total shareholder return...
OB:HAUTO
OB:HAUTOShipping

Could Higher Charter Costs Challenge Höegh Autoliners' (OB:HAUTO) Margin Resilience Amid Trade Headwinds?

Earlier in October 2025, Höegh Autoliners reported that a weakening trade balance weighed on its third-quarter performance, with expectations for Q3 EBITDA now at the lower end of prior guidance and higher short-term charter costs highlighted in the company’s September trading update. The CEO’s warning of continued challenges and the shift toward more short-term charters signal growing near-term cost pressures and heightened market uncertainty for the company. We’ll now examine how concerns...
OB:NOD
OB:NODSemiconductor

European Growth Stocks With Strong Insider Ownership In October 2025

As European markets continue to rally, with the STOXX Europe 600 Index reaching record levels amid a surge in technology stocks and expectations for lower U.S. borrowing costs, investors are increasingly looking towards growth companies with strong insider ownership as potential opportunities. In this environment, stocks that combine robust growth prospects with significant insider stakes may offer an appealing blend of confidence and alignment between company leadership and shareholders.
OB:TGS
OB:TGSEnergy Services

TGS (OB:TGS): Assessing Valuation Following Launch of Amendment West-1 Seismic Survey Expansion

TGS (OB:TGS) has just launched its Amendment West-1 survey, expanding multi-client node coverage in the Paleogene West play by more than 5,400 square kilometers. This initiative leverages cutting-edge seismic technologies and is supported by industry funding. See our latest analysis for TGS. TGS’s latest expansion comes on the heels of a busy stretch, including its recent presentation at African Energy Week. Despite innovating in seismic data acquisition, the company’s 1-year total...
OB:CADLR
OB:CADLRConstruction

Why Cadeler (OB:CADLR) Is Up 5.0% After Early Wind Ally Delivery and Service Expansion

Cadeler announced that its first A-class vessel, Wind Ally, was delivered ahead of schedule and on budget, marking the expansion of its fleet to nine next-generation wind installation vessels. This achievement positions Cadeler to offer full-service offshore foundation transport and installation for the first time, reflecting a step change in the company’s operational capabilities and service offering. We'll examine how Cadeler's early delivery of Wind Ally and entry into full-scope...
OB:VENDA
OB:VENDAInteractive Media and Services

Does Vend Marketplaces’ Plan to End Dual-Class Shares Shift Control Dynamics for Investors (OB:VENDA)?

On September 29, 2025, Vend Marketplaces ASA proposed removing its dual-class share structure through amendments to the company's articles of association, updating relevant sections to reflect one single share class. Such a move can significantly affect shareholder voting rights and the company's approach to corporate governance, making it a noteworthy development for investors. We'll look at how the proposed consolidation of share classes could reshape the company's investment narrative and...