OB:AKRBP
OB:AKRBPOil and Gas

A Look At Aker BP (OB:AKRBP) Valuation After New APA 2025 Exploration Licence Awards

Aker BP’s new licence awards and why investors are watching Aker BP (OB:AKRBP) has secured ownership interests in 22 exploration licences, including operatorship in 12, in the APA 2025 round on the Norwegian Continental Shelf, which is drawing fresh attention to the shares. See our latest analysis for Aker BP. The APA 2025 licence wins come at a time when Aker BP’s share price is trading at NOK 275.6, with a 30 day share price return of 11.35% and a 1 year total shareholder return of 20.21%,...
OB:CAMBI
OB:CAMBIMachinery

Discovering Three European Small Caps with Strong Fundamentals

As the European markets continue to show optimism, with the STOXX Europe 600 Index rising by 2.27% amid favorable economic conditions and company earnings, small-cap stocks have gained attention due to their potential for growth in this dynamic environment. In this context, identifying companies with strong fundamentals becomes crucial, as they are better positioned to capitalize on the improving economic indicators and interest rate backdrop in Europe.
OB:SCATC
OB:SCATCRenewable Energy

Scatec (OB:SCATC) Valuation Check After Record Egypt Solar And Battery Agreement

Scatec (OB:SCATC) has signed a long term power purchase agreement with the Egyptian Electricity Transmission Company for a large solar and battery project in Egypt. This marks the biggest investment in the company’s history. See our latest analysis for Scatec. The PPA news lands after a steady run in the shares, with a 7 day share price return of 6.95% and a 30 day share price return of 9.94%. The 1 year total shareholder return of 43% contrasts with a 5 year total shareholder return of...
OB:TGS
OB:TGSEnergy Services

Is TGS (OB:TGS) Kuala Lumpur Cloud Hub a Subtle Shift in Its Digital Edge Strategy?

TGS has recently opened a new imaging center in Kuala Lumpur, Malaysia, using locally hosted cloud infrastructure to support complex energy data processing and Multi-Client projects across the Asia-Pacific region. This move deepens TGS’s presence in the Eastern Hemisphere by bringing advanced imaging capabilities physically closer to regional customers, potentially improving service responsiveness and data workflow efficiency. Next, we’ll consider how this new Kuala Lumpur imaging hub could...
OB:NHY
OB:NHYMetals and Mining

How Norsk Hydro’s Three-Year High Amid OBX Record At Norsk Hydro (OB:NHY) Has Changed Its Investment Story

Earlier this week, Norsk Hydro participated in a broad upswing on the Oslo market as the OBX index reached a fresh all-time high, with gains led by healthcare, life sciences, utilities and other sectors. The company’s move to three-year highs has drawn renewed attention to how it is positioned within Norway’s equity market during this broader rally. Against this backdrop of Norsk Hydro reaching three-year highs alongside a record OBX, we’ll assess how the news shapes its investment...
OB:NAS
OB:NASAirlines

A Look At Norwegian Air Shuttle (OB:NAS) Valuation After Steady 2025 Operating Statistics

Norwegian Air Shuttle (OB:NAS) has released its operating statistics for December 2025 and the twelve month period, giving investors fresh insight into recent capacity, demand and passenger trends across its network. See our latest analysis for Norwegian Air Shuttle. These operating figures arrive at a time when Norwegian Air Shuttle’s share price has eased in recent months, with a 30 day share price return of an 8% decline and a year to date share price return of an 8.21% decline. However,...
OB:DNB
OB:DNBBanks

Assessing DNB Bank’s Valuation After Euro Covered Bond Success And Ongoing Share Buy Back

DNB’s funding moves and buy back in focus DNB Bank (OB:DNB) is in the spotlight after DNB Boligkreditt placed its first euro covered bond of the year at a tight spread, and the parent bank continued its previously announced share buy back programme. See our latest analysis for DNB Bank. The latest moves around funding and the ongoing buy back come after a period of steady share price gains, with a 90 day share price return of 3.4% and a 1 year total shareholder return of 27.9%, suggesting...
OB:DNO
OB:DNOOil and Gas

Does Winning 17 New Norwegian Licenses Reshape DNO’s Exploration-Led Strategy (OB:DNO)?

DNO ASA has announced that its subsidiary DNO Norge AS was awarded participation in 17 Norwegian exploration licenses under the APA 2025 round, including four as operator, mainly in the North Sea and Norwegian Sea core to its portfolio. The awards highlight DNO’s expanding exploration footprint in Norway, building on its recent exploration success rate and ongoing field developments targeting future production. We’ll now examine how gaining 17 new Norwegian exploration licenses, including...
OB:EQNR
OB:EQNROil and Gas

Equinor (OB:EQNR) Valuation Check After 35 New Norwegian Production Licenses

Equinor (OB:EQNR) has just been awarded 35 new production licenses on the Norwegian continental shelf, spanning the North Sea, Norwegian Sea, and Barents Sea. This expands its future exploration and production pipeline. See our latest analysis for Equinor. The new Norwegian licenses come on top of a busy spell that includes nearly NOK 100b of maintenance contracts, ongoing share buybacks and recent headlines around the Empire Wind project. Equinor’s 1-month share price return of 5.89%...
OB:NOD
OB:NODSemiconductor

Did Nordic’s New Axon‑Powered Edge AI Platform Just Shift Nordic Semiconductor's (OB:NOD) Investment Narrative?

In early January 2026, Nordic Semiconductor announced new ultra‑low‑power Edge AI offerings, including the nRF54LM20B wireless SoC with Axon NPU, custom Neuton micro‑models, and the Nordic Edge AI Lab to help developers deploy on‑device intelligence in tiny, battery‑powered IoT devices. A key angle is how Nordic is turning its Atlazo acquisition into a concrete AI hardware‑plus‑software platform, aiming to make edge AI a standard feature in next‑generation connected products. Next, we’ll...
OB:PUBLI
OB:PUBLIReal Estate

New Credit Lines And Fixed Dividends Could Be A Game Changer For Public Property Invest (OB:PUBLI)

On January 7, 2026, Public Property Invest ASA secured commitments for NOK 5.24 billion in revolving credit facilities from six major Nordic and international banks, and on January 12, 2026 it set out quarterly dividends of NOK 0.25 per share through April 2027 with specified ex- and payment dates. This combination of sizeable new credit lines and a defined dividend schedule highlights the company’s emphasis on financial flexibility while maintaining consistent cash returns to...
OB:SUBC
OB:SUBCEnergy Services

A Look At Subsea 7 (OB:SUBC) Valuation After Strong Multi‑Year Shareholder Returns

Subsea 7 (OB:SUBC) has been drawing attention after recent share price moves. This is prompting investors to reassess what the current valuation implies for its offshore energy projects, recent profitability, and broader return profile. See our latest analysis for Subsea 7. Subsea 7’s share price has climbed to NOK 218.8, with a 1 month share price return of 11.35% and a year to date share price return of 5.19%. The 5 year total shareholder return of 209.35% points to strong longer term...
OB:AKRBP
OB:AKRBPOil and Gas

How New Norwegian Shelf Exploration Licences At Aker BP (OB:AKRBP) Have Changed Its Investment Story

Norwegian authorities have recently offered Aker BP ownership interests in 22 exploration licences on the Norwegian Continental Shelf, including operatorship in 12, spanning the North Sea, Norwegian Sea and Barents Sea and featuring technically challenging gas discoveries in tight reservoirs. This award meaningfully expands Aker BP’s exploration footprint and gives the company more room to apply new technology in pursuit of its long-term growth ambitions. We’ll now explore how these 22 newly...
OB:AKER
OB:AKERIndustrials

What Aker (OB:AKER)'s Job Cuts and New Equinor Contracts Mean For Shareholders

Aker Solutions recently announced plans to cut just over 500 of its roughly 12,000 permanent roles as it prepares for lower activity levels in 2026, even as it works to adapt its portfolio and improve competitiveness. At the same time, the company secured multiple long-term frame agreements with Equinor worth an estimated NOK 8.00 billion to NOK 12.00 billion for maintenance and modification services, underscoring a shift toward more predictable life-cycle work. We’ll now examine how this...
OB:DOFG
OB:DOFGEnergy Services

DOF Group (OB:DOFG) Deepens Petrobras Ties With AUV‑Enabled Skandi Commander Contract – What Changes?

DOF Group ASA recently announced a 4-year contract, worth about US$150 million, for the RSV Skandi Commander with Petrobras in Brazil, with operations set to start in January 2027. This agreement is distinct because it combines an Autonomous Underwater Vehicle with a traditional Remote Operated Vehicle, highlighting DOF Group’s focus on higher‑spec, technology‑enabled offshore services. We’ll now examine how this new long-term Petrobras contract for Skandi Commander, with its AUV capability,...
OB:LSG
OB:LSGFood

Fourth-Quarter Production Dip and Farmed Shift Could Be A Game Changer For Lerøy Seafood Group (OB:LSG)

Lerøy Seafood Group ASA has released its fourth-quarter and full-year 2025 production results, reporting a decline in salmon, trout, and wild catch volumes for the quarter compared with 2024, but higher full-year farmed harvest and lower annual wild catch volumes. This mix of weaker fourth-quarter output alongside higher annual farmed volumes and reduced wild catch gives investors fresh insight into the balance of Lerøy’s operations between aquaculture growth and wild fisheries...