OB:AKER
OB:AKERIndustrials

The Bull Case For Aker (OB:AKER) Could Change Following Joint Venture Launch in Sovereign AI Infrastructure

Aker and Nscale Global Holdings recently completed the closing of their 50/50 joint venture in Narvik, Northern Norway, launching "Aker Nscale" to provide secure, scalable, and energy-efficient infrastructure geared for sovereign AI workloads across Europe. This collaboration signals Aker’s accelerated entry into the AI infrastructure space, underscored by Kristian Røkke’s appointment as CEO and a broad operational presence in Norway. We'll examine how Aker's push into sovereign AI...
OB:SCATC
OB:SCATCRenewable Energy

Is IFC-Backed African Solar Expansion Shifting the Investment Case for Scatec (OB:SCATC)?

Scatec announced that its subsidiary Release has signed lease agreements for 64 MW of solar power and 10 MWh of battery storage projects in Liberia and Sierra Leone, backed by a US$100 million loan and a US$65 million guarantee facility from the World Bank's IFC. These are the first projects using Release’s new in-house solar panel mounting structure and reflect ongoing efforts to offer affordable, clean energy with reduced financial risk to African utilities. We will examine how IFC's...
OB:YAR
OB:YARChemicals

Yara International (OB:YAR) Profit Margin Surges, Reinforcing Bullish Valuation Narrative

Yara International (OB:YAR) posted a net profit margin of 4.8%, up from 1.8% last year, and delivered an earnings growth of 166.5% over the past year, reversing its prior five-year average annual decline of 13%. Looking ahead, analysts project revenue growth of 1.5% and earnings growth of 2.6% per year, trailing the broader Norwegian market. With shares currently trading below fair value, expanding profit margins and a valuation discount compared to industry peers are key themes for...
OB:TOM
OB:TOMMachinery

Will Tomra (OB:TOM) Leverage Poland’s Reverse Vending Deal to Broaden Its European Footprint?

Earlier this week, Polish retail chain Dino Polska announced it has ordered 3,000 reverse vending machines from Tomra Systems, following the October launch of Poland's national deposit return system. This major order highlights the growing role of regulatory-driven recycling initiatives in expanding Tomra's market potential across new European regions. We'll examine how this significant contract win could shape Tomra's outlook for growth in reverse vending and collection solutions. Explore...
OB:PCIB
OB:PCIBBiotechs

3 European Penny Stocks With Market Caps Under €30M To Consider

The European market recently experienced a downturn, with the pan-European STOXX Europe 600 Index falling by 1.10%, as political turmoil and international trade tensions weighed on investor sentiment. Amid these broader economic challenges, penny stocks—though often viewed as a niche investment area—can still present intriguing opportunities for growth, particularly when they are backed by strong financial health. In this article, we will explore several European penny stocks that combine...
OB:WAWI
OB:WAWIShipping

Is Wallenius Wilhelmsen’s (OB:WAWI) Profitability Vulnerable to Shifting US Port Fee Structures?

Earlier this week, Wallenius Wilhelmsen ASA announced that although its third quarter 2025 results were not impacted by US port fees, it anticipates that these fees may begin affecting operational costs in the fourth quarter. This update highlights the sensitivity of the company's outlook to changes in US port fee structures, with potential implications for profitability in the latter part of 2025. We’ll examine how Wallenius Wilhelmsen’s warning about higher US port costs could influence...
OB:LSG
OB:LSGFood

Will Higher Salmon and Trout Harvests Reframe Lerøy Seafood Group's (OB:LSG) Expansion Narrative?

Lerøy Seafood Group ASA recently announced its third quarter 2025 production results, reporting a total harvest volume of 59,100 GWT for salmon and trout, which is up from 51,400 GWT in the same period last year, excluding Scottish Seafarms. This operational update highlights continued growth in harvest volumes, with increases in salmon and trout production providing further evidence of the company’s capacity expansion initiatives. We'll assess how the stronger salmon and trout harvest...
OB:DNO
OB:DNOOil and Gas

Why DNO (OB:DNO) Is Up After North Sea Output Surges and Bridge Loan Is Repaid

DNO ASA announced its third quarter 2025 operating results, highlighting a sharp increase in North Sea production and a decline in Kurdistan output, as well as the repayment of a US$300 million bridge loan related to the Sval Energi acquisition. An interesting shift is the surge in North Sea net entitlement production and sales, which now significantly outpace Kurdistan figures, reflecting the impact of recent acquisitions and changes in operational focus. We'll examine how the substantial...
OB:WAWI
OB:WAWIShipping

Wallenius Wilhelmsen (OB:WAWI): Exploring Valuation as US Port Fee Changes Loom for Q4

Wallenius Wilhelmsen (OB:WAWI) recently shared an update stating that its third quarter 2025 results are unaffected by changes in US port fees. However, the company does anticipate that these changes could influence costs in the following quarter. See our latest analysis for Wallenius Wilhelmsen. Wallenius Wilhelmsen’s recent update comes as the share price has pulled back, falling by 11.32% over the past week and now trading at NOK 79.9. While this year has been challenging with a 1-year...
OB:CLOUD
OB:CLOUDRenewable Energy

European Stocks Trading At An Estimated 22.5% To 47.9% Below Intrinsic Value

Amidst the backdrop of political turmoil in France and trade tensions impacting European markets, investors have witnessed a pullback with major indices like Germany’s DAX and France’s CAC 40 experiencing declines. Despite these challenges, opportunities may arise as certain European stocks are trading significantly below their intrinsic value, presenting potential for those seeking to identify undervalued investments.
OB:AFG
OB:AFGConstruction

AF Gruppen (OB:AFG): Assessing Valuation After Securing Major Projects in Norway and Sweden

AF Gruppen (OB:AFG) has recently secured a string of large contracts, including a NOK 500 million build for a carbon capture facility in Oslo and an SEK 112 million project for the Swedish Fortifications Agency in Uppsala. See our latest analysis for AF Gruppen. These major project wins arrive against a backdrop of strong momentum for AF Gruppen. The share price has climbed 17.8% year-to-date, reflecting optimism around its growing order book and strategic contracts, while the one-year total...
OB:BAKKA
OB:BAKKAFood

What P/F Bakkafrost (OB:BAKKA)'s Q3 Harvest Volumes Reveal About Its Operational Recovery in Scotland

P/F Bakkafrost recently announced its third quarter 2025 production results, reporting harvest volumes of 25,400 tons in the Faroe Islands and 5,300 tons in Scotland. This update provides fresh insight into the operational health of the company's core regions, with particular attention on performance in Scotland following previously reported challenges. We'll explore how these latest harvest volumes may influence Bakkafrost's investment narrative, especially regarding expectations for...
OB:MOWI
OB:MOWIFood

How Investors May Respond To Mowi (OB:MOWI) After Major Salmon Escape in Scottish Highlands

Nearly 75,000 farmed salmon escaped into Loch Linnhe in the Scottish Highlands after Storm Amy damaged a net at Mowi's Gorsten seawater facility earlier this month. This large-scale fish escape has raised concerns among environmental groups and local authorities about potential impacts on wild salmon populations and the company's operations. We’ll explore how this significant operational disruption and potential environmental impact could alter the outlook for Mowi going forward. The best AI...
OB:ENTRA
OB:ENTRAReal Estate

Entra (OB:ENTRA): Assessing Valuation Following Board and Governance Changes

Entra (OB:ENTRA) has announced the approval of new board and nomination committee members following an extraordinary general meeting. These leadership changes signal a potential shift in the company's governance approach and have captured investor attention this week. See our latest analysis for Entra. After spending much of the year under pressure, Entra’s share price has shown modest improvement recently, closing at NOK 117.4 and delivering a 1.4% year-to-date rise. However, the 1-year...
OB:BWE
OB:BWEOil and Gas

Should BW Energy’s Kudu Basin Drilling Push Prompt Fresh Evaluation by OB:BWE Investors?

Earlier this month, BW Energy announced progress on its plan to triple oil production within three years, centered on drilling the Kharas-1 well in Namibia’s Kudu Basin to explore deeper oil targets beneath established gas fields. This activity not only signals a potential new oil discovery but also highlights BW Energy's drive to expand its footprint across Africa and South America through both exploration and acquisition initiatives. We'll explore how the ambitious Kudu Basin drilling...