OM:TFBANK
OM:TFBANKBanks

TF Bank (OM:TFBANK) Margin Pressure And Rising Bad Loans Test Bullish Growth Narratives

TF Bank (OM:TFBANK) has wrapped up FY 2025 with Q4 total revenue of SEK 521.6 million and basic EPS of SEK 2.83, setting a clear earnings marker for investors. Over the past year, the bank has seen quarterly revenue move from SEK 432.7 million in Q4 2024 to SEK 521.6 million in Q4 2025, while quarterly EPS shifted from SEK 3.68 to SEK 2.83. This frames a mixed picture of top line progress relative to earnings. With these results sitting alongside a cost to income ratio in the mid 30% range...
OM:VEFAB
OM:VEFABCapital Markets

VEF (OM:VEFAB) Swings To US$85.4m TTM Profit Challenging Bearish Earnings Narratives

VEF (OM:VEFAB) has wrapped up FY 2025 with Q4 revenue of US$30.6 million and basic EPS of US$0.03, while trailing twelve month figures show revenue of US$101.9 million and EPS of US$0.08. The company has seen revenue move from US$42.5 million in Q3 2024 to US$34.3 million in Q3 2025 and then to US$30.6 million in Q4 2025, with quarterly EPS stepping from US$0.04 in Q3 2024 to US$0.03 in Q3 2025 and US$0.03 in Q4 2025. This sets a clear context for how margins are tracking through the year and...
OM:SAAB B
OM:SAAB BAerospace & Defense

Saab (OM:SAAB B) Valuation Check After New SIGINT Ship Launch And Trackfire Weapons Order

Saab (OM:SAAB B) is back in focus after Poland launched its second Saab built SIGINT ship, ORP Henryk Zygalski, and Sweden placed a SEK 1.5b Trackfire Remote Weapon Station order. See our latest analysis for Saab. These contracts arrive during a period of strong share price momentum, with Saab’s latest share price at SEK 722.6, a 30 day share price return of 40.86% and a one year total shareholder return above 200%. This indicates that recent defence wins are feeding into changing...
OM:EPEN
OM:EPENElectronic

European Value Stock Picks For January 2026

As we enter January 2026, the European market is showing signs of resilience, with the pan-European STOXX Europe 600 Index recording a modest gain amid encouraging economic data and mixed earnings results. In this environment, investors may find opportunities in undervalued stocks that demonstrate strong fundamentals and potential for growth despite broader market fluctuations.
OM:BEIA B
OM:BEIA BMachinery

European Growth Stocks With Strong Insider Confidence

As the European market shows resilience with the pan-European STOXX Europe 600 Index posting gains, investors are keenly observing growth stocks that demonstrate strong fundamentals and promising earnings results. In this context, companies with high insider ownership often signal robust confidence from those closest to the business operations, making them attractive considerations for those seeking growth opportunities in a mixed economic landscape.
OM:EPEN
OM:EPENElectronic

High Growth Tech Stocks to Watch in Europe January 2026

As of January 2026, the European market has shown resilience with the pan-European STOXX Europe 600 Index ending higher, buoyed by strong economic data and earnings results, while Germany's economy snapped a two-year recession with modest growth. In this context of mixed but promising signals for small-cap stocks and tech sectors, identifying high-growth tech stocks involves looking for companies that demonstrate robust innovation potential and adaptability to evolving market dynamics.
OM:HUMBLE
OM:HUMBLEPersonal Products

European Growth Stocks With High Insider Ownership In January 2026

As of January 2026, the European market has shown resilience, with the pan-European STOXX Europe 600 Index ending higher due to solid economic data and earnings results. In this environment, growth companies with high insider ownership can be particularly appealing as they often demonstrate strong alignment between management and shareholder interests, which is crucial amid mixed market performances.
OM:VOLV B
OM:VOLV BMachinery

Is It Time To Reassess Volvo (OM:VOLV B) After Strong Multi‑Year Share Gains?

If you are wondering whether AB Volvo's current share price still offers value, you are not alone. This article is designed to help you assess exactly that. AB Volvo's shares, recently at SEK311.50, show returns of 1.1% over 7 days, 6.4% over 30 days, 4.6% year to date, 15.6% over 1 year, 82.8% over 3 years and 120.5% over 5 years. This raises fair questions about what is already priced in and what might be reflected in future expectations. Recent coverage around AB Volvo has focused on the...
OM:BOL
OM:BOLMetals and Mining

Did Boliden's (OM:BOL) Nautanen EU Strategic Project Bid Quietly Redefine Its Copper Growth Strategy?

In January 2026, Boliden applied to the European Commission to have its Nautanen copper deposit in Norrbotten classified as a strategic project under the EU Critical Raw Materials Act, aiming to leverage existing Aitik mine infrastructure and planning conceptual annual production of 2–3 million tonnes over about 20 years. An interesting aspect is Boliden’s plan for an underground mine accessed via a distant entrance ramp, designed specifically to reduce the project’s environmental footprint...
OM:BETS B
OM:BETS BHospitality

Betsson (OM:BETS B) Is Down 23.3% After Softer Q4 Guidance And Margin Pressure From Higher Costs

In January 2026, Betsson AB issued preliminary guidance for fourth-quarter 2025, projecting revenue of €304 million and operating income of €53 million, both lower than the prior-year period. The company linked this profit squeeze to a pivot toward regulated markets, rising gaming taxes and personnel costs, and heavier investment in product development, even as management expressed confidence about 2026 supported by upcoming major sporting events. We’ll explore how this profit pressure from...
OM:KAR
OM:KARInteractive Media and Services

Karnov Group (OM:KAR) Valuation Check As Share Buyback Program Gets Underway

Karnov Group (OM:KAR) has begun a share buyback program running from 12 January to 11 February 2026. The company is targeting up to SEK 500 million in repurchases, representing nearly 5% of its issued series A shares. See our latest analysis for Karnov Group. The buyback plan comes after a period where Karnov Group’s share price saw a 6.8% 1 month gain but a 2.23% 3 month share price decline, while the 1 year total shareholder return of 12.51% and 3 year total shareholder return of 74.46%...
OM:TFBANK
OM:TFBANKBanks

TF Bank (OM:TFBANK) Is Up 6.7% After Strong 2025 Earnings And SEK 5 Dividend Proposal – Has The Bull Case Changed?

In January 2026, TF Bank AB (publ) reported full-year 2025 results showing higher net interest income of SEK 2,678.96 million and net income of SEK 667.05 million, alongside basic and diluted earnings per share of SEK 9.92. The Board also proposed a dividend of SEK 5.00 per share for 2025, signaling confidence in the bank’s ability to return capital to shareholders from its recent performance. With this combination of rising earnings and a proposed SEK 5.00 dividend, we’ll examine how TF...
OM:PEAB B
OM:PEAB BConstruction

Peab (OM:PEAB B) Valuation Check After New Multi‑Segment Nordic Contract Wins

New contract wins put Peab (OM:PEAB B) in focus Peab (OM:PEAB B) has landed several sizeable contracts, led by a SEK 700 million commission to build Hjarta, a new mixed use social hub in Uppsala’s emerging Sodra City district. This Uppsala project, combined with recent wins in water infrastructure, residential housing in Norway and prison expansion in Gothenburg, gives investors fresh information on the company’s order intake and project mix. See our latest analysis for Peab. Peab’s recent...
OM:BALD B
OM:BALD BReal Estate

Is Fastighets AB Balder’s (OM:BALD B) Link40 Bet Reframing Its Logistics and Sustainability Strategy?

Fastighets AB Balder, Next Step Group AB and Bockasjo AB have formed a joint venture to develop Link40, a 250,000-square-metre sustainable logistics hub on 45 hectares along National Road 40 outside Gothenburg, one of Sweden’s largest logistics projects. The partnership aims to build a cohesive, high-accessibility logistics cluster that combines modern warehousing, sustainability features and close ties to industry, academia and transport operators. We’ll now examine how this large-scale,...
OM:CAMX
OM:CAMXPharmaceuticals

Camurus (OM:CAMX) Valuation After FDA Review Acceptance For Oclaiz NDA

Why the FDA review of Oclaiz matters for Camurus The fresh interest in Camurus (OM:CAMX) centers on the FDA’s decision to accept for review the resubmitted New Drug Application for Oclaiz, its extended release octreotide injection for acromegaly. This follows marketing authorization and an early launch in the EU and UK under the name Oczyesa, and it gives investors a clearer timetable, with a PDUFA target action date set for 10 June 2026. See our latest analysis for Camurus. The FDA review...
OM:CIBUS
OM:CIBUSReal Estate

How Cibus Nordic’s New €85m 2030 Green Bond and Early Redemption Will Impact Cibus Nordic Real Estate (OM:CIBUS) Investors

Cibus Nordic Real Estate AB (publ) has completed a refinancing move, issuing €85 million of new floating rate senior unsecured green notes due 2030 and confirming the unconditional early redemption of its initial €50 million green notes at 101.25% plus accrued interest, with settlement on 4 February 2026. This refinancing reshapes Cibus’ debt profile by replacing an earlier green bond with a larger, longer-dated issue, potentially enhancing financial flexibility and reinforcing its...
OM:ALFA
OM:ALFAMachinery

Alfa Laval’s Gulf Coast Service Bet Raises Fresh Questions About Its Competitive Edge (OM:ALFA)

Alfa Laval has expanded its La Porte Service Center on the U.S. Gulf Coast into a 5,000-square-foot hub for large-scale Welded Heat Exchanger service, featuring increased hook height and two 25-ton cranes to improve efficiency for energy, chemical, and process customers. The facility’s focus on advanced service capabilities and integrated sustainability measures highlights how Alfa Laval is aligning industrial support with environmental performance goals in a key U.S. region. We’ll now...