OB:AKRBP
OB:AKRBPOil and Gas

How New Sleipner Discoveries and RBC Upgrade May Shape Aker BP (OB:AKRBP) Investors’ Outlook

Aker BP and operator Equinor recently reported a significant gas and condensate discovery at the Lofn and Langemann wells in the Sleipner area, adding to a series of North Sea finds and supported by expectations of sizeable recoverable volumes near existing infrastructure. RBC Capital Markets has upgraded Aker BP to “outperform,” highlighting projected production growth and a potential step-up in dividend capacity as new fields come online. We’ll now examine how RBC’s upgrade, grounded in...
OB:HAFNI
OB:HAFNIOil and Gas

Is Weaker Earnings And A Maintained Dividend Altering The Investment Case For Hafnia (OB:HAFNI)?

In December 2025, Hafnia Limited reported third-quarter 2025 results showing sales of US$586.88 million and net income of US$91.5 million, while also declaring a quarterly dividend of US$0.1470 per share payable in December to shareholders of record on 9 December. The sharp year-on-year drop in both quarterly and nine-month earnings, combined with the decision to maintain a cash dividend, highlights management’s emphasis on returning capital even as operating conditions have recently been...
OB:NOD
OB:NODSemiconductor

How Nordic’s First Direct-to-Satellite IoT Step At Nordic Semiconductor (OB:NOD) Has Changed Its Investment Story

In December 2025, Nordic Semiconductor launched the nRF9151 SMA Development Kit and new modem firmware, enabling RF engineers to evaluate cellular IoT, DECT NR+, and direct-to-satellite NB-IoT NTN connectivity with external antennas and precise lab measurements. This move extends Nordic’s portfolio beyond traditional terrestrial IoT into hybrid terrestrial-satellite solutions, potentially broadening its role in challenging RF environments such as remote, industrial, and dense smart-building...
OB:AKER
OB:AKERIndustrials

What Aker (OB:AKER)'s Japan Krill Oil Skin-Health Approval Means For Shareholders

Aker BioMarine recently secured approval in Japan for its Superba Boost krill oil as the first omega-3 ingredient allowed to carry skin health claims under the country’s Foods with Function Claims system, supported by clinical evidence on moisture, barrier function and elasticity. This positions the company at the forefront of the growing “ingestible beauty” category, reinforcing its focus on science-backed innovation in nutraceuticals. We’ll now consider how this Japanese regulatory...
OB:PROT
OB:PROTInsurance

New PROT11 Bond Listing Might Change The Case For Investing In Protector Forsikring (OB:PROT)

Earlier this year, the Financial Supervisory Authority of Norway approved Protector Forsikring ASA’s prospectus for a new bond issue, paving the way for its listing on Oslo Børs under the ticker “PROT11” following a successful Restricted Tier 1 placement. This move highlights Protector Forsikring’s growing use of bond markets to support its balance sheet, potentially reinforcing the insurer’s capital flexibility and capacity to fund future initiatives. We’ll now examine how the approved...
OB:CADLR
OB:CADLRConstruction

Can Cadeler’s New Green Loan Boost Funding Flexibility For Offshore Wind Projects (OB:CADLR)?

Earlier this month, Cadeler A/S announced a second unsecured green corporate term loan facility of €60 million, with an accordion option of up to €80 million and a tenor of up to five years, arranged by HSBC and Clifford Capital to support general corporate purposes. This additional green funding underscores Cadeler’s access to large-scale sustainable finance and reinforces its capacity to fund complex offshore wind installation projects while keeping its balance sheet flexible. We’ll now...
OB:BWLPG
OB:BWLPGOil and Gas

The Bull Case For BWG (OB:BWLPG) Could Change Following Q3 Profit Drop And Firm Dividend Payout

BW LPG Limited has reported past third-quarter 2025 net income of US$57.07 million, down from US$104.68 million a year earlier, while also approving a Q3 cash dividend of US$0.40 per share payable in December. This combination of softer earnings and a relatively generous dividend highlights management’s continued emphasis on cash returns to shareholders despite weaker profitability. We’ll now examine how the sizeable Q3 cash dividend, declared alongside weaker earnings, reshapes BW LPG’s...
OB:VAR
OB:VAROil and Gas

Should Johan Castberg Isflak Tie-in Approval Require Action From Vår Energi (OB:VAR) Investors?

Vår Energi ASA and its partners have approved the Johan Castberg Isflak tie-in development in the Barents Sea, including new Increased Oil Recovery wells and the Drivis Tubåen discovery, with first production targeted for the fourth quarter of 2028 via existing Johan Castberg infrastructure. This decision is important because it aims to extend plateau output from Johan Castberg towards 2030, supporting Vår Energi’s plan to sustain production of 350,000 to 400,000 barrels of oil equivalent...
OB:ORK
OB:ORKFood

Orkla (OB:ORK) Valuation Check as India Expansion and Acquisition Push Drives Investor Interest

Orkla (OB:ORK) is back on investors radar after Orkla India's CEO outlined an expansion push built around acquisitions, quick delivery apps, and ready-to-eat meals, targeting a return to double digit growth from 2026. See our latest analysis for Orkla. Those India expansion plans land at a time when momentum is quietly rebuilding, with Orkla’s share price returning 10.64% year to date and its one year total shareholder return reaching 16.34%, backed by an impressive three year total...
OB:DNO
OB:DNOOil and Gas

Renewed Kurdistan Drilling And 500 Million Barrels Milestone Could Be A Game Changer For DNO (OB:DNO)

DNO ASA recently announced that it has passed 500 million barrels of cumulative production from the Tawke license in Kurdistan and restarted drilling after a two-and-a-half-year pause, with two rigs set to support a broader well program. This marks a renewed operational push in Kurdistan as the company targets a 25% increase in gross operated output, underlining management’s confidence in extracting additional volumes from these mature fields. We’ll now explore how this renewed Kurdistan...
OB:PUBLI
OB:PUBLIReal Estate

Planned Dividend Doubling Could Be A Game Changer For Public Property Invest (OB:PUBLI)

The Board of Directors of Public Property Invest ASA has already signaled its intention to propose a total dividend of NOK 1.00 per share at the 2026 AGM, to be paid in four quarterly installments of NOK 0.25 between July 2026 and April 2027. This plan would double the dividend from NOK 0.50 per share approved for 2025, underlining the Board’s confidence in cash earnings and commitment to its policy of distributing up to 60% of these cash flows. We’ll now examine how this planned doubling of...
OB:NHY
OB:NHYMetals and Mining

Norsk Hydro (OB:NHY): Reassessing Valuation After Long‑Term Energy Deal for Tomago Smelter

The new Australian and New South Wales government deal to secure long term energy for the Tomago smelter puts a clearer floor under Norsk Hydro (OB:NHY)'s regional earnings and long range decarbonisation roadmap. See our latest analysis for Norsk Hydro. That backdrop helps explain why Norsk Hydro's NOK 75.8 share price sits on solid footing, with a 90 day share price return of 12.1 percent and a five year total shareholder return of 148.8 percent. Together, these signal momentum that...
OB:AKRBP
OB:AKRBPOil and Gas

Aker BP (OB:AKRBP): Valuation Check After New Lofn and Langemann North Sea Gas Discoveries

Aker BP (OB:AKRBP) just added another discovery to its growing North Sea pipeline, announcing new gas and condensate finds at the Lofn and Langemann wells that further strengthen its medium term production story. See our latest analysis for Aker BP. These finds add to a run of successful campaigns like Omega Alfa and Kjottkake, and while the 1 month share price return is still in the red, the roughly mid single digit year to date share price gain alongside a strong 1 year total shareholder...
OB:YAR
OB:YARChemicals

How Investors Are Reacting To Yara International (OB:YAR) Exploring Major Low-Emission Ammonia Projects With Air Products

Yara and Air Products recently announced they are in advanced negotiations to partner on large low-emission ammonia projects in the US and Saudi Arabia, including potential investment of roughly US$8–9 billion in Air Products’ Louisiana Clean Energy Complex and a marketing role in the nearly complete NEOM Green Hydrogen Project. This potential partnership could reshape Yara’s role in the low-carbon ammonia value chain by pairing its global distribution network with long-term access to...
OB:NOD
OB:NODSemiconductor

Nordic Semiconductor (OB:NOD) Valuation Check Following New Direct-to-Satellite IoT Platform Launch

Nordic Semiconductor (OB:NOD) just took a meaningful step deeper into satellite IoT, launching its nRF9151 SMA Development Kit and new modem firmware that adds NB-IoT NTN support for direct-to-satellite connectivity. See our latest analysis for Nordic Semiconductor. The timing of this launch comes after a choppy spell for the stock, with a 90 day share price return of minus 13.14 percent, but a strong year to date share price return of 27.73 percent and a 1 year total shareholder return of...
OB:BNOR
OB:BNOROil and Gas

BlueNord (OB:BNOR): Valuation Check After Strong Tyra Ramp-Up and Better-Than-Expected Production

BlueNord (OB:BNOR) just posted preliminary November production numbers that highlight a smooth ramp up at the Tyra hub and stronger than expected output from its legacy Danish fields, giving investors fresh data to reassess value. See our latest analysis for BlueNord. Even with this operational outperformance, the 1 month share price return of minus 14.29 percent and year to date share price return of minus 37.61 percent show sentiment has been weak. However, a 5 year total shareholder return...
OB:WAWI
OB:WAWIShipping

Wallenius Wilhelmsen (OB:WAWI): Valuation Check After Securing Long-Term, Sustainability-Linked Shipping Contracts

Wallenius Wilhelmsen (OB:WAWI) just locked in extensions on two major shipping contracts worth an estimated USD 500 million, stretching key customer relationships to 2028 and 2030 and sharpening its long term revenue visibility. See our latest analysis for Wallenius Wilhelmsen. The market seems to be catching on to that stability, with a 1 month share price return of 21.54 percent and a 1 year total shareholder return of 31.09 percent, building on an impressive 666.01 percent total...
OB:SUBC
OB:SUBCEnergy Services

Is It Too Late To Consider Subsea 7 After Its Multi Year Share Price Surge?

If you are wondering whether Subsea 7 still offers good value after a strong multi year run, or if most of the upside is already priced in, you are not alone. That is exactly what we are going to unpack here. The stock has cooled slightly in the last week, down about 2.0%, but it is still up 2.9% over 30 days, 3.6% year to date, 18.6% over the last year, and an impressive 114.3% over 3 years and 168.7% over 5 years. This naturally raises questions about what the market is now...
OB:ATEA
OB:ATEAIT

Assessing Atea (OB:ATEA) Valuation After Securing NOK 500m Annual Tradebroker IT Contract

Atea (OB:ATEA) just landed a sizeable win in Norway, securing a three year IT infrastructure contract with Tradebroker, plus an optional four year extension, worth about NOK 500 million annually. See our latest analysis for Atea. The deal lands at a time when momentum is already picking up, with a 30 day share price return of 7.3 percent and a five year total shareholder return of 71.9 percent, signalling confidence in Atea’s long term trajectory. If this kind of contract win has your...
OB:CADLR
OB:CADLRConstruction

Cadeler (OB:CADLR) Valuation Check After New EUR 60–80 Million Green Loan Boosts Growth Flexibility

Cadeler (OB:CADLR) just locked in a new unsecured green corporate term loan facility of EUR 60 million, with room to lift it to EUR 80 million. This provides the offshore wind installer with additional financial flexibility. See our latest analysis for Cadeler. The new green loan comes after a tough stretch, with the share price at NOK 46.32 and a year to date share price return of negative 29.17 percent. Even so, the five year total shareholder return of 88.68 percent still signals that the...
OB:VAR
OB:VAROil and Gas

Does the Recent Share Price Weakness in Vår Energi Present a Long Term Opportunity?

If you are wondering whether Vår Energi is quietly offering value while many investors chase the latest market darlings, this article will walk through what the numbers are really saying about the stock. The share price has slipped recently, down 0.1% over the last week, 7.7% over the last month, and 13.7% year to date, but it is still up 8.1% over the past year and 47.8% over three years. This combination may point to a longer term story behind the recent weakness. Recent headlines have...
OB:HAFNI
OB:HAFNIOil and Gas

Hafnia (OB:HAFNI) Valuation Check After Weaker Q3 Earnings But Ongoing Dividend Payout

Hafnia (OB:HAFNI) just delivered a mixed update, with third quarter revenue and profit down from last year, yet management still confirmed a regular cash dividend that keeps the income story very much alive. See our latest analysis for Hafnia. The share price has cooled off lately, with a 1 month share price return of minus 11.56 percent and a year to date share price return of minus 11.63 percent. However, a 5 year total shareholder return above 500 percent shows the longer term compounding...