OB:CADLR
OB:CADLRConstruction

Cadeler (OB:CADLR) Valuation Check After New EUR 60–80 Million Green Loan Boosts Growth Flexibility

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...
OB:VAR
OB:VAROil and Gas

Does the Recent Share Price Weakness in Vår Energi Present a Long Term Opportunity?

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...
OB:HAFNI
OB:HAFNIOil and Gas

Hafnia (OB:HAFNI) Valuation Check After Weaker Q3 Earnings But Ongoing Dividend Payout

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...
OB:EQNR
OB:EQNROil and Gas

Equinor (OB:EQNR): Valuation Check After New Sleipner Discoveries and Barents Sea Investment Commitment

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...
OB:KIT
OB:KITElectronic

Kitron (OB:KIT) Valuation After Major Defence Contracts and Upgraded Revenue and Margin Ambitions

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...
OB:EQNR
OB:EQNROil and Gas

What Equinor (OB:EQNR)'s New Sleipner Gas Find and Hybrid Projects Mean For Shareholders

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...
OB:KIT
OB:KITElectronic

Kitron (OB:KIT) Is Up 7.9% After Boosting Defence Orders And Long-Term Financial Ambitions

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...
OB:WAWI
OB:WAWIShipping

Why Wallenius Wilhelmsen (OB:WAWI) Is Up 11.6% After Extending Emissions-Linked European Shipping Contracts

Wallenius Wilhelmsen recently extended two major shipping contracts, adding close to US$500 million in estimated value through longer terms, extra volumes, wider trade lanes, and multi-fuel bunker adjustment mechanisms tied to emission reductions. These renewals with a premium European auto maker and a leading heavy equipment producer reinforce the company’s role as a long-term logistics partner for core European manufacturing supply chains. We’ll now examine how these extended,...
OB:BWLPG
OB:BWLPGOil and Gas

Assessing BW LPG (OB:BWLPG)’s Valuation After Q3 Earnings Drop and New 2025 Dividend Approval

BWG (OB:BWLPG) just delivered a mixed update, with third quarter earnings down sharply from last year but a fresh cash dividend for 2025 signaling the board is still comfortable rewarding shareholders. See our latest analysis for BWG. The latest earnings drop seems to have cooled sentiment, with the share price at NOK 124.5 after a 1 month share price return of negative 7.98 percent and a 3 month share price return of negative 18.25 percent. Yet the 1 year total shareholder return of 10.34...
OB:NOL
OB:NOLEnergy Services

European Growth Stocks With High Insider Ownership

As European markets experience a notable upswing, with the pan-European STOXX Europe 600 Index climbing 2.35% and major single-country indexes also showing gains, investors are increasingly focused on identifying growth opportunities within the region. In this context, stocks with high insider ownership can be particularly attractive as they often indicate strong alignment between company leadership and shareholders' interests, making them worthy of attention in today's market environment.
OB:AKSO
OB:AKSOEnergy Services

Assessing Aker Solutions (OB:AKSO) Valuation After Recent Share Price Rebound Despite Falling Revenue and Earnings

Aker Solutions (OB:AKSO) has quietly edged higher over the past week, building on steady gains this month even as revenue and net income have declined year over year. This has raised fresh questions about how sustainable this momentum really is. See our latest analysis for Aker Solutions. At around NOK 31.48, the stock has clawed back some ground with a solid recent share price rebound. However, its slightly negative year to date share price return contrasts with a strong multi year total...
OB:NOD
OB:NODSemiconductor

European Growth Companies With High Insider Ownership In December 2025

As European markets experience a positive upswing, with the STOXX Europe 600 Index and major single-country stock indexes showing gains, investors are keenly observing how inflation trends align with the European Central Bank's targets. In this context of cautious optimism, growth companies with high insider ownership can be particularly appealing due to their potential for aligned interests between management and shareholders, which may be advantageous in navigating current market conditions.