OB:EQNR
OB:EQNROil and Gas

Equinor (OB:EQNR) Valuation: Is the Recent Share Price Dip an Opportunity for Investors?

Equinor (OB:EQNR) stock edged up slightly in recent trading, sparking interest among investors who are watching for signs of momentum. The company’s shares have faced pressure over the past month, which has created debate about potential value opportunities. See our latest analysis for Equinor. While the recent share price wobble has drawn fresh attention, Equinor’s longer-term picture highlights more meaningful shifts. Over the last year, the stock’s 1-year total shareholder return is down...
OB:VAR
OB:VAROil and Gas

Vår Energi (OB:VAR) Margins Hold Steady, Valuation Discount Fuels Debate on Profit Visibility

Vår Energi (OB:VAR) maintained a net profit margin of 7.8%, unchanged from last year, with annual earnings growth over the past year at just 0.8%. This is notably lower than its five-year average of 24.2% per year. Looking ahead, the company forecasts earnings and revenue to grow at 4.5% per year, and its share price of NOK 32.9 currently sits below an estimated fair value. These results come as the company cements its return to profitability over the five-year period, though investors are...
OB:AKER
OB:AKERIndustrials

The Bull Case For Aker (OB:AKER) Could Change Following Joint Venture Launch in Sovereign AI Infrastructure

Aker and Nscale Global Holdings recently completed the closing of their 50/50 joint venture in Narvik, Northern Norway, launching "Aker Nscale" to provide secure, scalable, and energy-efficient infrastructure geared for sovereign AI workloads across Europe. This collaboration signals Aker’s accelerated entry into the AI infrastructure space, underscored by Kristian Røkke’s appointment as CEO and a broad operational presence in Norway. We'll examine how Aker's push into sovereign AI...
OB:TGS
OB:TGSEnergy Services

Why TGS (OB:TGS) Is Up 6.5% After Securing a Major Gulf of America OBN Survey Contract

On October 20, 2025, TGS announced it was awarded an ocean-bottom node (OBN) acquisition contract for a 4D monitor survey in the Gulf of America, scheduled to begin in the fourth quarter of 2025 and last about 4.5 months. This contract, which was not previously included in TGS's reported backlog, highlights the company's momentum in a key market and its ability to secure incremental business outside earlier projections. We'll explore how this new Gulf of America contract strengthens TGS's...
OB:SCATC
OB:SCATCRenewable Energy

Is IFC-Backed African Solar Expansion Shifting the Investment Case for Scatec (OB:SCATC)?

Scatec announced that its subsidiary Release has signed lease agreements for 64 MW of solar power and 10 MWh of battery storage projects in Liberia and Sierra Leone, backed by a US$100 million loan and a US$65 million guarantee facility from the World Bank's IFC. These are the first projects using Release’s new in-house solar panel mounting structure and reflect ongoing efforts to offer affordable, clean energy with reduced financial risk to African utilities. We will examine how IFC's...
OB:VEI
OB:VEIConstruction

A Look at Veidekke (OB:VEI) Valuation Following Key Win on Gothenburg West Link Rail Project

Veidekke (OB:VEI) has just been tapped by the Swedish Transport Administration to take over pivotal works on the Korsvagen stretch of Gothenburg’s West Link rail project. This follows the sudden end of the prior contractor’s agreement and puts Veidekke into a demanding, evolving contract. See our latest analysis for Veidekke. Veidekke’s selection for this critical infrastructure project comes soon after its recent contract win to build a new cultural centre near Stockholm, further lifting its...
OB:TOM
OB:TOMMachinery

Tomra Systems (OB:TOM): Evaluating Valuation After Q3 Miss and Poland Deposit Return System Launch

Tomra Systems (OB:TOM) is in the spotlight after its third-quarter update, which showed earnings trailing market expectations, largely due to ongoing softness in Recycling. At the same time, momentum is building with a major order tied to Poland’s new deposit return system. See our latest analysis for Tomra Systems. Tomra’s share price has taken a sharp hit in the wake of its Q3 results, falling 24% over the past month and down 21% year-to-date, as investors react to recent earnings misses...
OB:YAR
OB:YARChemicals

Yara International (OB:YAR) Profit Margin Surges, Reinforcing Bullish Valuation Narrative

Yara International (OB:YAR) posted a net profit margin of 4.8%, up from 1.8% last year, and delivered an earnings growth of 166.5% over the past year, reversing its prior five-year average annual decline of 13%. Looking ahead, analysts project revenue growth of 1.5% and earnings growth of 2.6% per year, trailing the broader Norwegian market. With shares currently trading below fair value, expanding profit margins and a valuation discount compared to industry peers are key themes for...
OB:EQNR
OB:EQNROil and Gas

Is There Now an Opportunity in Equinor Shares After Recent Stock Slide?

Thinking about what to do with your Equinor shares, or whether to jump in while the price is catching your eye? You’re not alone. For anyone weighing their options, Equinor’s recent performance might seem like a rollercoaster. The stock is down 2.4% over the past week and 3.7% in the last month. It has even dipped 16.2% year-to-date. Before you rule out the energy giant, remember that its five-year return still stands strong at 156.8%. This highlights significant long-term growth potential...
OB:TOM
OB:TOMMachinery

Will Tomra (OB:TOM) Leverage Poland’s Reverse Vending Deal to Broaden Its European Footprint?

Earlier this week, Polish retail chain Dino Polska announced it has ordered 3,000 reverse vending machines from Tomra Systems, following the October launch of Poland's national deposit return system. This major order highlights the growing role of regulatory-driven recycling initiatives in expanding Tomra's market potential across new European regions. We'll examine how this significant contract win could shape Tomra's outlook for growth in reverse vending and collection solutions. Explore...
OB:PCIB
OB:PCIBBiotechs

3 European Penny Stocks With Market Caps Under €30M To Consider

The European market recently experienced a downturn, with the pan-European STOXX Europe 600 Index falling by 1.10%, as political turmoil and international trade tensions weighed on investor sentiment. Amid these broader economic challenges, penny stocks—though often viewed as a niche investment area—can still present intriguing opportunities for growth, particularly when they are backed by strong financial health. In this article, we will explore several European penny stocks that combine...
OB:WAWI
OB:WAWIShipping

Is Wallenius Wilhelmsen’s (OB:WAWI) Profitability Vulnerable to Shifting US Port Fee Structures?

Earlier this week, Wallenius Wilhelmsen ASA announced that although its third quarter 2025 results were not impacted by US port fees, it anticipates that these fees may begin affecting operational costs in the fourth quarter. This update highlights the sensitivity of the company's outlook to changes in US port fee structures, with potential implications for profitability in the latter part of 2025. We’ll examine how Wallenius Wilhelmsen’s warning about higher US port costs could influence...
OB:LSG
OB:LSGFood

Will Higher Salmon and Trout Harvests Reframe Lerøy Seafood Group's (OB:LSG) Expansion Narrative?

Lerøy Seafood Group ASA recently announced its third quarter 2025 production results, reporting a total harvest volume of 59,100 GWT for salmon and trout, which is up from 51,400 GWT in the same period last year, excluding Scottish Seafarms. This operational update highlights continued growth in harvest volumes, with increases in salmon and trout production providing further evidence of the company’s capacity expansion initiatives. We'll assess how the stronger salmon and trout harvest...
OB:NOD
OB:NODSemiconductor

Does 5G IoT Via LEO Satellites Redefine the Growth Outlook for Nordic Semiconductor (OB:NOD)?

Earlier this month, Sateliot, Nordic Semiconductor, and Gatehouse Satcom achieved the world’s first 5G IoT data transmission between a standard commercial cellular IoT device and a Low Earth Orbit (LEO) satellite, meeting the 3GPP 5G NB-IoT Release 17 standard and enabling seamless global connectivity without hardware changes. This technical advance has the potential to transform Sateliot’s LEO satellites into “cell towers in space,” opening new markets by extending IoT coverage to 80% of...
OB:PROT
OB:PROTInsurance

How Protector Forsikring’s Strong Q2 and Rating Upgrade Could Shape Investor Sentiment (OB:PROT)

In recent weeks, Protector Forsikring ASA reported strong second-quarter 2025 results, highlighted by 16% growth in local currencies and an 84.9% combined ratio, alongside receiving approval for the listing of NOK500 million in subordinated Tier 2 bonds on Oslo Børs. The company's upgrade in credit rating, leading broker satisfaction rankings in the UK for an eighth consecutive year, and announcement of a dividend reflect confidence in its financial outlook and competitive positioning. To...
OB:DNO
OB:DNOOil and Gas

Why DNO (OB:DNO) Is Up After North Sea Output Surges and Bridge Loan Is Repaid

DNO ASA announced its third quarter 2025 operating results, highlighting a sharp increase in North Sea production and a decline in Kurdistan output, as well as the repayment of a US$300 million bridge loan related to the Sval Energi acquisition. An interesting shift is the surge in North Sea net entitlement production and sales, which now significantly outpace Kurdistan figures, reflecting the impact of recent acquisitions and changes in operational focus. We'll examine how the substantial...
OB:AKRBP
OB:AKRBPOil and Gas

Aker BP (OB:AKRBP): Assessing Valuation Following Q3 Production and Sales Update

Aker BP (OB:AKRBP) released its production numbers for the third quarter, reporting an average daily output of 414 thousand barrels of oil equivalents. Net sales volumes reached 396 thousand barrels per day. Investors are now weighing what these figures mean for the company’s revenue and trends in operational efficiency. See our latest analysis for Aker BP. Aker BP’s share price has seen some volatility lately, with a modest 2.2% gain over the past month and a positive 7.2% return so far this...
OB:AKSO
OB:AKSOEnergy Services

Aker Solutions (OB:AKSO) Gains Exclusive Rights to BIOCCUS Projects in Sweden After Nordbex Agreement

On October 13, 2025, Nordbex announced it had signed a memorandum of understanding with Aker Solutions to deliver Nordbex 1, Sweden’s first replicable BIOCCUS carbon capture facility, and granted Aker Solutions exclusive rights on future plants 2 and 3. This agreement positions Aker Solutions to play a critical role in expanding carbon capture technology in Sweden, setting a potential template for further BIOCCUS projects in the region. We will examine how Aker Solutions’ exclusive access to...