OM:NCC B
OM:NCC BConstruction

How Investors May Respond To NCC (OM:NCC B) Winning SEK 160m Climate-Focused Road Maintenance Contracts

NCC has signed contracts with the Swedish Transport Administration for approximately SEK 160,000,000 of road surface maintenance over three years in southwestern Sweden, covering about 200 kilometers of roads and supplying asphalt from its Halmstad and Borås plants. A key feature of these contracts is the requirement for plant-specific environmental product declarations, highlighting NCC’s focus on quantified climate impact, which currently covers about 93% of its Swedish asphalt...
OM:MTRS
OM:MTRSBuilding

A Look At Munters Group (OM:MTRS) Valuation After Major 2.1b SEK Data Center Cooling Order

Munters Group (OM:MTRS) has attracted fresh attention after its Data Center Technologies unit received approximately 2.1b SEK in cooling equipment orders from a US colocation data center operator, with deliveries planned from late 2026 into 2028. See our latest analysis for Munters Group. That sizeable DCT order lands after a strong 90 day share price return of 57.62%. However, the year to date share price return stands at a 6.88% decline and the 1 year total shareholder return at a 4.32%...
OM:MYCR
OM:MYCRElectronic

Assessing Mycronic (OM:MYCR) Valuation As New Asian Mask Writer Orders Support Business Momentum

Mycronic (OM:MYCR) has announced two new mask writer orders from customers in Asia, including a first SLX order from a new client and an FPS 6100 Evo order from an existing one. See our latest analysis for Mycronic. These new mask writer orders come as Mycronic’s share price sits at SEK 222.3, with a modest 1-day share price return of 2.63% and a 1-year total shareholder return of 7.23%. The 3-year total shareholder return of 136.56% points to stronger longer term momentum. If this kind of...
OM:SAAB B
OM:SAAB BAerospace & Defense

Saab (OM:SAAB B) Is Up 14.0% After Major European Defence Contract Wins - Has The Bull Case Changed?

In late December 2025, Saab announced several major defence orders, including a SEK 12.30 billion contract with France for two GlobalEye AEW&C aircraft and roughly SEK 4.30 billion in Lithuanian orders for RBS 70 Bolide missiles, AT4 weapons and Carl-Gustaf ammunition, with deliveries stretching from 2027 to 2032. Together, these long-dated European contracts deepen Saab’s order backlog and underline how its air defence and early warning systems are becoming embedded in NATO-aligned force...
OM:IVSO
OM:IVSOAerospace & Defense

3 European Companies That May Be Trading Below Intrinsic Value

As the European market continues to show strength, with the STOXX Europe 600 Index reaching new highs and closing out 2025 with impressive gains, investors are keenly observing opportunities that may be trading below their intrinsic value. In this environment of economic improvement and rising indices, identifying stocks that offer potential value can be a strategic move for those looking to capitalize on market conditions.
OM:MYCR
OM:MYCRElectronic

Should New Asian SLX Win and Repeat FPS Order Require Action From Mycronic (OM:MYCR) Investors?

In December 2025, Mycronic AB announced two Asian orders: an SLX laser mask writer from a new customer valued at US$5–7 million for delivery in early 2026, and an FPS 6100 Evo from an existing customer worth US$4–5 million for delivery in the third quarter of 2026. Together, these orders highlight Mycronic’s ability to win both new and repeat business in semiconductor and multi-purpose photomask applications, reinforcing the relevance of its mask writer technology across several electronics...
OM:SKA B
OM:SKA BConstruction

The Bull Case For Skanska (OM:SKA B) Could Change Following Major LAX Roadway Contract Expansion

Skanska announced that, in a joint venture with Flatiron, it secured an additional US$445.00 million share of a US$868.00 million roadway modernization contract at Los Angeles International Airport and a separate US$228.00 million data center build in the US, alongside new US contracts and a residential investment in Norway. Together, these wins expand Skanska’s US order bookings and highlight its exposure to large-scale transport infrastructure and mission-critical data center...