OB:DOFG
OB:DOFGEnergy Services

The Bull Case For DOF Group (OB:DOFG) Could Change Following Over $60M in New North America Contracts

DOF Group ASA announced several new project awards in North America, securing more than 300 days of vessel utilisation for a combined contract value exceeding US$60 million, with vessel work awarded in Guyana, Mexico, and off the East Coast of the USA. These multi-location contracts increase short-term revenue visibility by deploying existing assets and offering additional contract options for further vessel utilisation in the region. We'll explore how this significant boost in vessel...
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:NOD
OB:NODSemiconductor

Nordic Semiconductor (OB:NOD): Valuation Insights Following Breakthrough 5G IoT-Satellite Connectivity Demo

Nordic Semiconductor (OB:NOD) joined Sateliot and Gatehouse Satcom in a breakthrough event, successfully sending 5G IoT data from an off-the-shelf device to a Low Earth Orbit satellite. This accomplishment opens the door to seamless global IoT connectivity without requiring hardware changes. See our latest analysis for Nordic Semiconductor. It has been an exciting year for Nordic Semiconductor, with this satellite 5G breakthrough adding momentum to impressive stock performance. The company’s...
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...
OB:VAR
OB:VAROil and Gas

How Strong Q3 Results and the Ekofisk Deal at Vår Energi (OB:VAR) Have Changed Its Investment Story

Vår Energi reported strong third-quarter 2025 operating results, with substantial increases in oil, gas, and total hydrocarbon production compared to the previous year, and announced the acquisition of a majority stake in the Ekofisk PPF project from TotalEnergies, significantly enlarging its footprint on the Norwegian Continental Shelf. This combination of operational outperformance and business expansion signals both enhanced near-term production capabilities and an increase in long-term...
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...