OB:CLOUD
OB:CLOUDRenewable Energy

European Stocks Trading At An Estimated 22.5% To 47.9% Below Intrinsic Value

Amidst the backdrop of political turmoil in France and trade tensions impacting European markets, investors have witnessed a pullback with major indices like Germany’s DAX and France’s CAC 40 experiencing declines. Despite these challenges, opportunities may arise as certain European stocks are trading significantly below their intrinsic value, presenting potential for those seeking to identify undervalued investments.
OB:AFG
OB:AFGConstruction

AF Gruppen (OB:AFG): Assessing Valuation After Securing Major Projects in Norway and Sweden

AF Gruppen (OB:AFG) has recently secured a string of large contracts, including a NOK 500 million build for a carbon capture facility in Oslo and an SEK 112 million project for the Swedish Fortifications Agency in Uppsala. See our latest analysis for AF Gruppen. These major project wins arrive against a backdrop of strong momentum for AF Gruppen. The share price has climbed 17.8% year-to-date, reflecting optimism around its growing order book and strategic contracts, while the one-year total...
OB:BAKKA
OB:BAKKAFood

What P/F Bakkafrost (OB:BAKKA)'s Q3 Harvest Volumes Reveal About Its Operational Recovery in Scotland

P/F Bakkafrost recently announced its third quarter 2025 production results, reporting harvest volumes of 25,400 tons in the Faroe Islands and 5,300 tons in Scotland. This update provides fresh insight into the operational health of the company's core regions, with particular attention on performance in Scotland following previously reported challenges. We'll explore how these latest harvest volumes may influence Bakkafrost's investment narrative, especially regarding expectations for...
OB:MOWI
OB:MOWIFood

How Investors May Respond To Mowi (OB:MOWI) After Major Salmon Escape in Scottish Highlands

Nearly 75,000 farmed salmon escaped into Loch Linnhe in the Scottish Highlands after Storm Amy damaged a net at Mowi's Gorsten seawater facility earlier this month. This large-scale fish escape has raised concerns among environmental groups and local authorities about potential impacts on wild salmon populations and the company's operations. We’ll explore how this significant operational disruption and potential environmental impact could alter the outlook for Mowi going forward. The best AI...
OB:ENTRA
OB:ENTRAReal Estate

Entra (OB:ENTRA): Assessing Valuation Following Board and Governance Changes

Entra (OB:ENTRA) has announced the approval of new board and nomination committee members following an extraordinary general meeting. These leadership changes signal a potential shift in the company's governance approach and have captured investor attention this week. See our latest analysis for Entra. After spending much of the year under pressure, Entra’s share price has shown modest improvement recently, closing at NOK 117.4 and delivering a 1.4% year-to-date rise. However, the 1-year...
OB:BWE
OB:BWEOil and Gas

Should BW Energy’s Kudu Basin Drilling Push Prompt Fresh Evaluation by OB:BWE Investors?

Earlier this month, BW Energy announced progress on its plan to triple oil production within three years, centered on drilling the Kharas-1 well in Namibia’s Kudu Basin to explore deeper oil targets beneath established gas fields. This activity not only signals a potential new oil discovery but also highlights BW Energy's drive to expand its footprint across Africa and South America through both exploration and acquisition initiatives. We'll explore how the ambitious Kudu Basin drilling...
OB:VAR
OB:VAROil and Gas

How Strong Q3 Results and the Ekofisk Deal at Vår Energi (OB:VAR) Have Changed Its Investment Story

Vår Energi reported strong third-quarter 2025 operating results, with substantial increases in oil, gas, and total hydrocarbon production compared to the previous year, and announced the acquisition of a majority stake in the Ekofisk PPF project from TotalEnergies, significantly enlarging its footprint on the Norwegian Continental Shelf. This combination of operational outperformance and business expansion signals both enhanced near-term production capabilities and an increase in long-term...
OB:BWE
OB:BWEOil and Gas

A Look at BW Energy (OB:BWE)’s Valuation Following Bold Production Expansion in the Kudu Basin

BW Energy (OB:BWE) is taking bold steps to expand its oil output, recently accelerating efforts to triple production through a focused drilling campaign in Namibia’s Kudu Basin and active expansion across Africa and South America. See our latest analysis for BW Energy. BW Energy’s ambition to triple production has clearly gotten the market’s attention, with the 1-month share price return surging 45.07% and year-to-date gains now topping 100%. This comes on the back of recent drilling progress...
OB:SNI
OB:SNIShipping

Will Lower Earnings and Share Buybacks Shift Stolt-Nielsen's (OB:SNI) Stability Narrative?

Stolt-Nielsen Limited recently reported third-quarter and nine-month results for 2025, noting a decrease in sales to US$699.88 million and net income of US$63.97 million for the quarter, both lower than the previous year. The company also completed a buyback of 1,759,380.336 shares between February and March 2025, as previously announced. Lower sales and net income compared to the prior-year period highlight operational pressure, even as the company continues returning capital to...
OB:NOD
OB:NODSemiconductor

European Growth Stocks With Strong Insider Ownership In October 2025

As European markets continue to rally, with the STOXX Europe 600 Index reaching record levels amid a surge in technology stocks and expectations for lower U.S. borrowing costs, investors are increasingly looking towards growth companies with strong insider ownership as potential opportunities. In this environment, stocks that combine robust growth prospects with significant insider stakes may offer an appealing blend of confidence and alignment between company leadership and shareholders.