OB:TEL
OB:TELTelecom

Does Winning New 1800 MHz Spectrum Accelerate Telenor's Nordic Network Ambitions (OB:TEL)?

Earlier this week, Tele2 AB and Telenor, via their joint venture Net4Mobility, secured new 1800 MHz spectrum in Sweden for SEK 465,850,000, aimed at enhancing 4G and 5G network capacity, coverage, and resilience nationwide. This spectrum win is a crucial move to future-proof Telenor's infrastructure and highlights the company's commitment to delivering high-performance connectivity across Sweden. We'll examine how expanding network capacity through new spectrum helps shape Telenor's...
OB:AKRBP
OB:AKRBPOil and Gas

How Investors May Respond To Aker BP (OB:AKRBP) Gaining Expanded Control and Operatorship in Kjottkake Deal

Aker BP ASA announced that it has entered into agreements with DNO ASA to exchange ownership interests across several licences, transfer operatorship of the Kjottkake discovery, and enhance its positions in the Alvheim area. This move allows Aker BP to use its fast-track development expertise to accelerate project execution and unlock integrated development opportunities linked to existing infrastructure. We’ll now explore how Aker BP’s expanded operational control in Kjottkake could shape...
OB:OET
OB:OETOil and Gas

Okeanis Eco Tankers (OB:OET): Valuation Insights Following Equity Offering, Strong Q3 Results and Higher Dividend

Okeanis Eco Tankers (OB:OET) has just filed for a follow-on equity offering, bringing attention to its capital strategy. Investors are considering this move along with fresh third-quarter results and an increased dividend payout. See our latest analysis for Okeanis Eco Tankers. After a strong stretch that included increased dividends and robust third-quarter earnings, Okeanis Eco Tankers’ announcement of a follow-on equity offering quickly stirred up the market. While some investors are wary...
OB:DOFG
OB:DOFGEnergy Services

DOF Group (OB:DOFG) Is Down 6.6% After Securing Multi-Year bp Subsea Services Contract Is the Long-Term Outlook Affected?

DOF Group ASA announced in November 2025 that it secured a 3-year firm contract, with 2 years of options, to provide subsea services for bp in the Atlantic region, deploying a high-capability vessel for subsea construction, installation, and maintenance starting in early 2026. This agreement highlights DOF's capacity to win multi-year contracts with major energy clients, enhancing long-term operational visibility in a highly competitive offshore services sector. We’ll examine how this new...
OB:NORCO
OB:NORCOConstruction

How Surging Profitability at Norconsult (OB:NORCO) Has Changed Its Investment Story

Norconsult ASA has reported its third quarter and nine-month results for the period ended September 30, 2025, with quarterly sales of NOK 2,467 million and net income of NOK 132 million, both up from a year earlier. Earnings per share from continuing operations more than doubled year-over-year, indicating significantly improved profitability for the company. We will examine how Norconsult's strong earnings growth signals a shift in its investment narrative toward higher profitability. Rare...
OB:SCATC
OB:SCATCRenewable Energy

Did Scatec’s (OB:SCATC) Floating Solar Deal Mark a New Chapter in Its Regional Growth Story?

Scatec and its joint venture partner Aboitiz Renewables recently announced securing a 20-year Power Purchase Agreement for a 68 MW floating solar project in the Philippines through SNAP, their local partnership, as part of the country’s Green Energy Auction Program 4. This development illustrates how hybrid projects that integrate solar, hydropower, and battery storage can accelerate the Philippines’ renewable energy targets while broadening Scatec’s regional portfolio. We’ll explore how...
OB:ABG
OB:ABGCapital Markets

Undiscovered Gems in Europe with Strong Potential for November 2025

As European markets navigate a landscape marked by the reopening of the U.S. government and cooling enthusiasm around artificial intelligence, the pan-European STOXX Europe 600 Index has seen a modest rise of 1.77%, buoyed by relief across global markets. Amid these shifting dynamics, identifying stocks with strong fundamentals and resilience to broader market fluctuations becomes crucial for investors seeking potential opportunities in this evolving environment.
OB:EQNR
OB:EQNROil and Gas

Does Recent Equinor Growth in Renewables Signal Long-Term Value Opportunity for 2025?

Wondering if Equinor is a bargain right now? You are not alone, as plenty of investors are eyeing the company for potential value. Equinor’s stock has climbed 2.2% over the past week and is up 5.8% in the past month, although it is still down 11.4% year-to-date. This provides a mixed picture for those tuning in for momentum or volatility. Recent headlines have focused on Equinor’s ongoing investments in renewable energy and expanding natural gas operations, both of which are impacting its...
OB:AKRBP
OB:AKRBPOil and Gas

Aker BP (OB:AKRBP) Valuation in Focus After Strategic Licence Swaps and Operatorship Gains

Aker BP (OB:AKRBP) caught investor attention after announcing a set of agreements with DNO ASA involving major licence swaps, operatorship gains, and divestments. These moves are designed to bolster its footprint in the Alvheim and Kjottkake areas. See our latest analysis for Aker BP. Aker BP’s recent strategic sweep with DNO is just the latest in a string of value-creating moves for shareholders. After a steady advance through the year, momentum is clearly building: the share price has...
OB:ODL
OB:ODLEnergy Services

Odfjell Drilling (OB:ODL): Assessing Valuation After Rig Backlog Extension, Strong Earnings, and Dividend Announcement

Odfjell Drilling (OB:ODL) has grabbed attention following news it secured a Letter of Intent for the Deepsea Aberdeen rig, which extends its contract backlog to 2029. The announcement was made alongside strong quarterly earnings and a new dividend. See our latest analysis for Odfjell Drilling. The momentum from Odfjell Drilling’s strong earnings, dividend announcement, and fresh contract news has been hard to miss, with the share price notching a year-to-date gain of 40.5%. Even more...
OB:LSG
OB:LSGFood

Lerøy Seafood Group (OB:LSG) Valuation in Focus After Mixed Q3 Results and Strategic Outlook

Lerøy Seafood Group (OB:LSG) just released its Q3 2025 results, and there is a lot for investors to digest. The company saw its Farming segment pressured by low salmon prices and biological challenges, while its value-added operations reached record earnings. See our latest analysis for Lerøy Seafood Group. Shares of Lerøy Seafood Group have drifted down lately, with a 9.4% share price drop over the past month and a year-to-date decline of 7.2%. However, long-term investors have still seen a...
OB:SALM
OB:SALMFood

SalMar (OB:SALM): Assessing Valuation in Light of Q3 Growth and Ambitious Harvest Targets

SalMar (OB:SALM) just released its third quarter results, revealing an increase in sales and net income for the period. The company also outlined ambitious harvest volume growth targets for 2025 and 2026, which has drawn investor attention. See our latest analysis for SalMar. Despite a recent dip in the share price, with SalMar down 6.5% over the past month, the company has enjoyed a sharp rebound in the past three months, gaining more than 24%. This renewed optimism appears connected to the...
OB:AUSS
OB:AUSSFood

What Austevoll Seafood (OB:AUSS)'s Record Q3 Sales and Margin Pressure Mean for Shareholders

Austevoll Seafood ASA recently reported its third-quarter 2025 results, posting sales of NOK10.04 billion and net income of NOK288 million, reflecting growth over the same period last year but with mixed segment performance. While the company achieved record sales and distribution results alongside higher salmon and trout slaughter volumes, it also faced margin pressure in pelagic operations and ongoing biological challenges such as high sea lice. We’ll explore how recent margin pressure...
OB:NHY
OB:NHYMetals and Mining

Is Hydro’s NOK2.5 Billion Pumped Storage Bet a Turning Point for Its Renewables Strategy (OB:NHY)?

Hydro has made a final investment decision on its largest hydropower development in over 20 years, committing NOK2.5 billion to construct the Illvatn pumped storage power plant in Luster, Norway, with operations expected to begin in 2030 and power dedicated to aluminium production. By incorporating aluminium-made power towers and cutting water loss during peak seasons, Hydro is reinforcing its focus on renewable energy innovation and sustainable grid development within its operations. We'll...
OB:EQNR
OB:EQNROil and Gas

Equinor (OB:EQNR) Valuation in Focus After Signing Long-Term Operational Contracts for Norwegian Onshore Plants

Equinor (OB:EQNR) just signed a set of new framework agreements for insulation, scaffolding, and surface treatment at its onshore plants in Norway. These contracts, with terms extending up to eight years, highlight the company’s push for stable operations and job support beginning in 2026. See our latest analysis for Equinor. Alongside these new contracts, Equinor recently completed a sizable debt offering to enhance financial flexibility, following a year that has seen some volatility in the...
OB:TGS
OB:TGSEnergy Services

How Chevron’s Multi-Year Seismic Deal Could Shape TGS (OB:TGS) Investor Expectations

On November 5, 2025, Chevron announced it had signed a three-year capacity agreement with TGS for marine streamer and ocean bottom node (OBN) seismic acquisition services, including an immediate start with the St Malo 4D OBN reservoir monitoring project in the Gulf of Mexico. This agreement not only brings substantial new business and a firm multi-year commitment to TGS, but also deepens collaboration on data technology and geophysical innovation between the two companies. We'll explore how...
OB:VAR
OB:VAROil and Gas

How a New Oil Discovery and Dividend Payout at Vår Energi (OB:VAR) Has Changed Its Investment Story

On 11 November 2025, Vår Energi's extraordinary general meeting approved a third-quarter dividend of NOK 1.211 per share, totaling NOK 3.02 billion (about US$300 million), with payment set for 25 November 2025. In parallel, Vår Energi confirmed an oil discovery in the Zagato North appraisal well near the Goliat field, with estimated gross recoverable resources of up to 3 million barrels of oil equivalent, indicating potential for future development in the area. We’ll now explore how this...
OB:VEND
OB:VENDInteractive Media and Services

Will Vend Marketplaces' (OB:VEND) Share Buyback Reveal a New Approach to Capital Allocation?

Vend Marketplaces recently completed a share issue of approximately 5.3 million shares and announced a new share buyback programme of up to NOK 2 billion, with proceeds managed by Danske Bank and shares potentially being allocated for employee incentives or canceled subject to AGM approval. These capital management measures highlight a proactive approach to optimizing Vend's financial structure and signal management’s commitment to balancing growth initiatives with potential returns for...
OB:HAUTO
OB:HAUTOShipping

Höegh Autoliners (OB:HAUTO): Assessing Valuation After Steady Operations and Ex-Dividend Date Announcement

Höegh Autoliners (OB:HAUTO) is in focus after sharing steady operating results for October 2025 and announcing its upcoming ex-dividend date. This has drawn investor attention to both its performance and shareholder policies. See our latest analysis for Höegh Autoliners. While this steady operational performance reinforces Höegh Autoliners’ reputation for resilience, the momentum in its share price has softened lately. The 1-year total shareholder return is 1.3%, and the 3-year total return...