OB:AKRBP
OB:AKRBPOil and Gas

Does Aker BP (OB:AKRBP) Still Offer Value After Strong Multi‑Year Share Price Gains

If you are wondering whether Aker BP's share price still offers value at current levels, this article will walk through what that price could imply about the stock. Aker BP recently closed at NOK 278.9, with returns of 6.2% over the last 7 days, 13.6% over 30 days, 7.3% year to date, 21.1% over 1 year and 84.9% over 5 years, which may prompt questions about how much expectation is already reflected in the price. Recent coverage around Aker BP has focused on its position in the energy sector...
OB:SCATC
OB:SCATCRenewable Energy

Scatec (OB:SCATC) Is Up 6.8% After Record Egyptian Hybrid Solar‑Storage Deal - What's Changed

Scatec ASA recently signed a Power Purchase Agreement with the Egyptian Electricity Transmission Company for a 1.95 GW solar and 3.9 GWh battery energy storage hybrid project in Egypt, alongside two standalone storage plants, forming Africa’s largest integrated solar and storage installation. This 25-year, US dollar‑denominated, pay‑as‑produced contract for around‑the‑clock baseload power marks the largest investment in Scatec’s history and underlines its push into large‑scale hybrid...
OB:EQNR
OB:EQNROil and Gas

Reassessing Equinor (OB:EQNR) Valuation After Recent Share Price Gains

If you are wondering whether Equinor’s recent share price moves have left the stock looking cheap or fully priced, this article walks through what the current valuation really suggests. Over the short term, Equinor’s share price closed at NKr247.4, with returns of 6.3% over 7 days, 9.0% over 30 days, 2.4% year to date, 7.6% over 3 years and 118.6% over 5 years, while the 1 year return was a 6.3% decline. Recent headlines around large energy groups and shifting sector sentiment have kept...
OB:LSG
OB:LSGFood

A Look At Lerøy Seafood Group (OB:LSG) Valuation As Lower Q4 Volumes And Cod Quota Risks Draw Focus

Lerøy Seafood Group (OB:LSG) is back in focus after reporting fourth quarter and full year 2025 production figures, with softer year end salmon, trout and wild catch volumes drawing attention to potential operational and environmental pressures. See our latest analysis for Lerøy Seafood Group. At a share price of NOK 48.68, Lerøy Seafood Group has seen mixed momentum. A 1 day share price return of 1.97% contrasts with a 90 day share price return of 4.74% and a 1 year total shareholder return...
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: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: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...