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:EQNR
OB:EQNROil and Gas

Equinor (OB:EQNR): Valuation Check After New Sleipner Discoveries and Barents Sea Investment Commitment

Equinor (OB:EQNR) has jumped back onto investors radars after confirming its largest discovery of the year at the Lofn and Langemann wells in the Sleipner area, alongside new plans for growth in the Barents Sea. See our latest analysis for Equinor. Yet despite these sizeable finds and fresh Barents Sea investment, Equinor’s 1 year total shareholder return is slightly negative and its year to date share price return sits well below recent highs, suggesting momentum has cooled even as the long...
OB:WAWI
OB:WAWIShipping

Why Wallenius Wilhelmsen (OB:WAWI) Is Up 11.6% After Extending Emissions-Linked European Shipping Contracts

Wallenius Wilhelmsen recently extended two major shipping contracts, adding close to US$500 million in estimated value through longer terms, extra volumes, wider trade lanes, and multi-fuel bunker adjustment mechanisms tied to emission reductions. These renewals with a premium European auto maker and a leading heavy equipment producer reinforce the company’s role as a long-term logistics partner for core European manufacturing supply chains. We’ll now examine how these extended,...
OB:BWLPG
OB:BWLPGOil and Gas

Assessing BW LPG (OB:BWLPG)’s Valuation After Q3 Earnings Drop and New 2025 Dividend Approval

BWG (OB:BWLPG) just delivered a mixed update, with third quarter earnings down sharply from last year but a fresh cash dividend for 2025 signaling the board is still comfortable rewarding shareholders. See our latest analysis for BWG. The latest earnings drop seems to have cooled sentiment, with the share price at NOK 124.5 after a 1 month share price return of negative 7.98 percent and a 3 month share price return of negative 18.25 percent. Yet the 1 year total shareholder return of 10.34...
OB:NOL
OB:NOLEnergy Services

European Growth Stocks With High Insider Ownership

As European markets experience a notable upswing, with the pan-European STOXX Europe 600 Index climbing 2.35% and major single-country indexes also showing gains, investors are increasingly focused on identifying growth opportunities within the region. In this context, stocks with high insider ownership can be particularly attractive as they often indicate strong alignment between company leadership and shareholders' interests, making them worthy of attention in today's market environment.
OB:AKSO
OB:AKSOEnergy Services

Assessing Aker Solutions (OB:AKSO) Valuation After Recent Share Price Rebound Despite Falling Revenue and Earnings

Aker Solutions (OB:AKSO) has quietly edged higher over the past week, building on steady gains this month even as revenue and net income have declined year over year. This has raised fresh questions about how sustainable this momentum really is. See our latest analysis for Aker Solutions. At around NOK 31.48, the stock has clawed back some ground with a solid recent share price rebound. However, its slightly negative year to date share price return contrasts with a strong multi year total...
OB:NOD
OB:NODSemiconductor

European Growth Companies With High Insider Ownership In December 2025

As European markets experience a positive upswing, with the STOXX Europe 600 Index and major single-country stock indexes showing gains, investors are keenly observing how inflation trends align with the European Central Bank's targets. In this context of cautious optimism, growth companies with high insider ownership can be particularly appealing due to their potential for aligned interests between management and shareholders, which may be advantageous in navigating current market conditions.
OB:TGS
OB:TGSEnergy Services

TGS (OB:TGS): Evaluating Current Valuation After Recent Share Price Weakness

TGS (OB:TGS), a leading provider of geoscience data services, has seen its stock move in recent sessions. Many investors are now reevaluating the company’s performance, particularly as its recent returns differ from sector trends. See our latest analysis for TGS. TGS’s share price has struggled to find momentum recently, with a 27.3% decline year-to-date and a one-year total shareholder return of -17.05% putting performance behind sector expectations. A modest 8.6% gain over the past three...