OB:MOWI
OB:MOWIFood

The Bull Case For Mowi (OB:MOWI) Could Change Following Dividend Hike and Upgraded Harvest Guidance

Earlier this month, Mowi ASA reported third quarter 2025 results, revealing higher net income of €110 million despite a modest drop in sales, raised its full-year harvest guidance to 554,000 tonnes, and announced a NOK1.50 per share quarterly dividend distribution to shareholders. An important insight is the upgraded harvest outlook driven by the Nova Sea consolidation, which signals confidence in volume growth and operational scale. We'll assess how Mowi's higher dividend and boosted 2025...
OB:AKER
OB:AKERIndustrials

Aker (OB:AKER) Valuation in Focus After Announced 2025 Special and Regular Dividend Payouts

Aker (OB:AKER) recently confirmed plans for major cash dividend distributions, combining regular and special payouts that total NOK 53.00 per share for 2025. The announcement highlights the company’s solid financial footing and its commitment to rewarding investors. See our latest analysis for Aker. Aker’s shares have picked up notable momentum lately, climbing 11.8% in the past month and up over 41% year-to-date. These gains come alongside recent news of significant dividend payouts and...
OB:SCATC
OB:SCATCRenewable Energy

Did Scatec's (OB:SCATC) Philippine Floating Solar Deal Redefine Its Southeast Asia Growth Ambitions?

Scatec and its partner Aboitiz Renewables were recently awarded a 20-year Power Purchase Agreement for a 68 MW floating solar project in the Philippines, marking a major step in the country’s renewable energy expansion and Scatec’s Southeast Asia presence. This project, coupled with Scatec’s successful NOK 1 billion senior unsecured green bond issuance, highlights efforts to boost growth through innovative renewable developments and strengthen financial flexibility for future projects. Next,...
OB:TGS
OB:TGSEnergy Services

TGS (OB:TGS): Evaluating Valuation After Landmark Chevron Agreement Expands Contract Pipeline and Tech Collaboration

TGS (OB:TGS) has just entered a three-year agreement with Chevron covering marine streamer and OBN acquisition services, featuring a minimum eighteen-month firm commitment. This collaboration is set to enhance TGS’s future contract pipeline and boost its technology profile with a major industry partner. See our latest analysis for TGS. TGS shares jumped 5.01% in a single day following the Chevron agreement, making for a 26.01% 1-month share price return and recapturing momentum after an...
OB:YAR
OB:YARChemicals

The Bull Case For Yara International (OB:YAR) Could Change Following EU Carbon Policy Shifts and Market Upgrades

In recent days, Jefferies upgraded Norwegian fertilizer producer Yara International to "buy," citing a tightening nitrogen market, declining gas costs, and favorable changes in European climate policy, particularly the upcoming Carbon Border Adjustment Mechanism (CBAM) set to begin in 2026. Analysts highlight that these developments could potentially reverse Yara’s historical carbon-cost disadvantage, creating a more competitive edge in the region. We will examine how the EU’s new CBAM...
OB:NORCO
OB:NORCOConstruction

How Investors Are Reacting To Norconsult (OB:NORCO) Surging Q3 Profit and Revenue Growth

Norconsult ASA recently reported third-quarter 2025 earnings, with sales of NOK 2,467 million and net income of NOK 132 million, both higher than the same period last year. This sharp improvement in profitability and earnings per share highlights the company's financial momentum relative to recent performance periods. With Norconsult posting a meaningful increase in quarterly net income, we’ll now explore how this shapes its updated investment outlook. These 13 companies survived and thrived...
OB:DNO
OB:DNOOil and Gas

DNO (OB:DNO) Trades North Sea Assets With Aker BP Are Portfolio Reshuffles Shaping Its Growth Ambitions?

On November 6, 2025, Aker BP ASA announced a series of agreements with DNO ASA to exchange ownership interests across several North Sea licenses, including transferring development-phase operatorship of the Kjøttkake discovery to Aker BP and divesting its Verdande field interest to DNO. This collaboration enhances operational focus for both companies and enables Aker BP to leverage rapid development capabilities while giving DNO increased stakes in producing fields. We’ll explore how DNO’s...
OB:AKRBP
OB:AKRBPOil and Gas

How Investors Are Reacting To Aker BP (OB:AKRBP) Expanding Alvheim Interests and Taking Over Kjottkake

Aker BP announced that it has entered agreements with DNO ASA to strengthen its position in the Alvheim area and take over operatorship of the Kjottkake discovery, while divesting its interest in the Verdande field in exchange for increased stakes in Vilje, Kveikje, and additional exploration licences. This collaboration expands Aker BP’s asset base and allows the company to leverage its project development expertise, potentially accelerating resource development and integration with...
OB:SALM
OB:SALMFood

Is Harvest Volume Growth and Volatile Profits Reshaping the Investment Story for SalMar (OB:SALM)?

SalMar ASA recently reported its third-quarter 2025 results, with sales rising to NOK 7,752 million and net income at NOK 305 million, alongside updated production guidance indicating harvest volume growth for 2025 and 2026. While quarterly profits increased compared to the previous year, the nine-month net income showed a sharp drop, highlighting variability in earnings despite the expanded production outlook. We'll now examine how SalMar's newly raised harvest volume expectations may shape...
OB:NOD
OB:NODSemiconductor

Can Nordic Semiconductor's (OB:NOD) Mixed Profit Trends Reshape Its Long-Term Growth Narrative?

Nordic Semiconductor ASA reported its third quarter and nine-month earnings for the period ended September 30, 2025, with quarterly sales rising to US$178.97 million and net income dropping to US$0.85 million compared to the prior year. While the third quarter saw a drop in net income, the nine-month results reflect a swing to profitability from a net loss last year, highlighting contrasting short- and long-term financial trends. We'll now explore how strong nine-month sales growth and a...
OB:DNB
OB:DNBBanks

How DNB Bank’s Share Buy-Back Program Could Shape Capital Allocation for OB:DNB Investors

Earlier this week, DNB Bank ASA announced the launch of a share buy-back programme covering up to 1% of its shares, up to 14,776,048 shares, with purchases running through February 2026 and a proposal to cancel repurchased shares at the next AGM. This move includes plans to redeem shares from the Norwegian Government to maintain its 34% ownership, signaling disciplined capital management and a focus on shareholder returns. We’ll review how this substantial share buy-back initiative could...
OB:ENTRA
OB:ENTRAReal Estate

Entra (OB:ENTRA): Assessing Valuation After Euronext 150 Entry and Green Bond Milestone

Entra (OB:ENTRA) has just been added to the Euronext 150 Index, which is catching the attention of institutional investors. The company also finalized a NOK 253 million green bond offering, highlighting ongoing access to capital and sustainable financing initiatives. See our latest analysis for Entra. Entra’s recent addition to the Euronext 150 Index and green bond milestone arrive as the stock has lost momentum, with a 1-year total shareholder return of -3.45% and a 30-day share price return...
OB:DOFG
OB:DOFGEnergy Services

Why DOF Group (OB:DOFG) Is Up 9.1% After bp Contract Win and Q3 Dividend Announcement

In recent developments, DOF Group ASA announced a multi-year subsea services contract with bp set to begin in early 2026, new contract extensions for joint-venture pipelay support vessels with Petrobras in Brazil, and a decision to distribute a quarterly dividend of US$0.35 per share. The company also reported third quarter sales of US$465 million and net income of US$107 million, both meaningfully higher than the same period last year. These updates reflect DOF Group's expanding contract...
OB:WAWI
OB:WAWIShipping

Assessing Wallenius Wilhelmsen (OB:WAWI) Valuation Following Improved Profitability in Q3 2025 Results

Wallenius Wilhelmsen (OB:WAWI) just released its third quarter 2025 earnings, with sales showing a slight decline year over year, while net income and basic earnings per share both moved higher. The nine-month figures reveal stronger profitability as well. See our latest analysis for Wallenius Wilhelmsen. Wallenius Wilhelmsen’s latest report landed shortly after a strong run in its share price, with a 7-day return of 11.8% catching attention. Despite some pullback recently, the stock’s...
OB:TEL
OB:TELTelecom

Does Telenor’s Upgraded Nordic Service Revenue Outlook Reshape the Long-Term Story for OB:TEL?

Telenor ASA recently updated its 2025 earnings guidance, now projecting 2-3% organic growth in Nordic service revenues, an increase from its earlier low single-digit forecast. This adjustment highlights a strengthened outlook for Telenor’s core Nordic operations and suggests heightened management confidence in regional market performance. We’ll explore how Telenor’s improved outlook for Nordic service revenue growth influences the company’s long-term investment narrative. Uncover the next...
OB:SNI
OB:SNIShipping

Stolt-Nielsen (OB:SNI) Valuation in Focus After Board Approves Interim Dividend

Stolt-Nielsen (OB:SNI) just announced an interim dividend payment approved by its Board of Directors. This move often signals the company’s current cash position and capital allocation priorities to investors watching the stock. See our latest analysis for Stolt-Nielsen. Stolt-Nielsen’s interim dividend announcement comes as momentum continues to build, with a 6.96% share price return over the last month and a robust 27.37% total shareholder return over the past year. Recent executive...