OM:ERIC B
OM:ERIC BCommunications

Is Ericsson (OM:ERIC B) Pricing Reflect Recent Telecom Infrastructure Contract Wins?

If you are wondering whether Telefonaktiebolaget LM Ericsson is attractively priced right now, the starting point is to separate share price moves from underlying value. The stock last closed at SEK95.12, with returns of 9.9% over 7 days, 6.0% over 30 days, 7.7% year to date, 14.3% over 1 year, 78.5% over 3 years and 6.1% over 5 years, which may prompt questions about how much of this is already reflected in the price. Recent company news has focused on Ericsson's role in global telecom...
OM:EPI A
OM:EPI AMachinery

Epiroc (OM:EPI A) Margin Slippage Tests High P/E Bullish Narratives

Epiroc FY 2025 earnings: revenue holds above SEK15b as EPS trends lower through the year Epiroc (OM:EPI A) has just reported its FY 2025 results with third quarter revenue of SEK15.2b and basic EPS of SEK1.62, alongside trailing twelve month revenue of SEK63.2b and EPS of SEK7.13 that frame the latest run rate. The company has seen quarterly revenue move from SEK16.5b in the second quarter of 2024 to SEK15.2b in the third quarter of 2025, while basic EPS shifted from SEK1.69 to SEK1.62 over...
OM:NOTE
OM:NOTEElectronic

NOTE (OM:NOTE) Q3 Margins Hold At 7% As Growth Slowdown Tests Bullish Narratives

NOTE (OM:NOTE) FY 2025 Q3 Earnings: Margins Hold Up As Growth Cools NOTE (OM:NOTE) has laid out its FY 2025 third quarter scorecard, with revenue at SEK 830 million and basic EPS of SEK 1.90, set against a trailing twelve month net profit margin of 7% and earnings growth of 0.8% over the past year. The company has seen quarterly revenue move from SEK 809 million in Q3 2024 to SEK 830 million in Q3 2025, while basic EPS shifted from SEK 1.49 to SEK 1.90 over the same period, framing the latest...
OM:MYCR
OM:MYCRElectronic

Should Mycronic’s New Asian MMX Metrology Order Require Action From Mycronic (OM:MYCR) Investors?

Mycronic AB (publ) recently reported an order from a new Asian customer for its MMX metrology system, valued at US$2,000,000–US$4,000,000, with delivery scheduled in the current quarter. The deal broadens Mycronic’s reach in the Asian semiconductor supply chain and highlights demand for tools serving mature semiconductor nodes and replacing legacy equipment. We will now examine how this new MMX order from Asia shapes Mycronic’s investment narrative, particularly its positioning in mature...
OM:ESSITY B
OM:ESSITY BHousehold Products

Are Essity’s Stronger Margins and Higher Dividend Masking Softer Sales Trends (OM:ESSITY B)?

In January 2026, Essity reported fourth-quarter 2025 results showing lower sales of SEK 34,695 million but higher net income of SEK 3,208 million, alongside completing a SEK 2,384 million share buyback and the Board proposing a 6% dividend increase to SEK 8.75 per share. These moves, combined with margin improvement across all business areas and sustainability recognition such as CDP’s “A List,” highlight Essity’s focus on profitability, capital returns and long-term environmental goals...
OM:HEXA B
OM:HEXA BElectronic

Is Hexagon’s CFO Transition Reshaping Financial Stewardship And Culture At Hexagon (OM:HEXA B)?

Hexagon AB (publ) announced that interim CFO Norbert Hanke will move into the role of Group Executive Vice President, overseeing people and culture as well as ventures and other group-level projects, while remaining on the Executive Management Team. At the same time, Hexagon has appointed experienced corporate finance leader Enrique Patrickson as its next CFO, a move that may influence how the company aligns financial discipline with long-term growth initiatives. With Enrique Patrickson’s...
OM:SOBI
OM:SOBIBiotechs

Assessing Swedish Orphan Biovitrum (OM:SOBI) Valuation After Aspaveli Approval For Rare Kidney Diseases In Europe

Swedish Orphan Biovitrum (OM:SOBI) is back in focus after the European Commission approved Aspaveli for certain rare kidney diseases in adults and adolescents, a decision based on results from the Phase 3 VALIANT study. See our latest analysis for Swedish Orphan Biovitrum. The Aspaveli approval seems to have coincided with a pick up in momentum, with a 1-day share price return of 2.76% contributing to a 7-day gain of 4.26% and a 90-day share price return of 5.35%. The 3-year total shareholder...
OM:ALFA
OM:ALFAMachinery

Assessing Alfa Laval (OM:ALFA) Valuation As La Porte Service Center Expansion Broadens U.S. Industrial Reach

Alfa Laval (OM:ALFA) is in focus after announcing the official unveiling of its expanded La Porte Service Center in Texas, a move that increases capacity for welded heat exchanger servicing across key Gulf Coast industries. See our latest analysis for Alfa Laval. Against this backdrop of expanding U.S. service capacity, Alfa Laval’s share price has a 30 day share price return of 9.75% and a year to date share price return of 8.11%, while the 5 year total shareholder return of 151.99% points...
OM:BTS B
OM:BTS BProfessional Services

European Dividend Stocks To Consider In January 2026

As European markets grapple with renewed trade and geopolitical uncertainties, the pan-European STOXX Europe 600 Index recently ended lower, reflecting broader declines in major stock indexes across the region. Despite these challenges, business activity in the eurozone remains positive with optimism at a 20-month high, suggesting that well-positioned dividend stocks could offer stability and income potential amidst market volatility.
OM:BONEX
OM:BONEXBiotechs

Assessing Bonesupport Holding (OM:BONEX) Valuation After Updated 2025–2026 Earnings Guidance

Bonesupport Holding (OM:BONEX) has drawn fresh attention after issuing earnings guidance that points to 313 MSEK in Q4 2025 net sales and sales growth above 35% for full year 2026 at constant exchange rates. See our latest analysis for Bonesupport Holding. Despite the new guidance, Bonesupport Holding’s recent trading has been mixed, with a 7.23% 1 month share price return and a 9.21% year to date share price return contrasting with a 42.72% 1 year total shareholder return decline. The 3 and...
NGM:PLEJD
NGM:PLEJDElectrical

How Plejd’s 2025 Profit Jump and Higher Revenue Will Impact Plejd (NGM:PLEJD) Investors

Plejd AB (publ) has released its full-year 2025 results, reporting sales of SEK 1,073.32 million, revenue of SEK 1,083.03 million, and net income of SEK 180.24 million, alongside basic earnings per share from continuing operations of SEK 16.12. The strong uplift in net income and earnings per share highlights how Plejd converted higher revenue into improved profitability over the year. We’ll now examine how Plejd’s improved profitability, underpinned by higher full-year revenue, shapes the...
OM:PEAB B
OM:PEAB BConstruction

Peab’s New Nordic Social and Infrastructure Contracts Might Change The Case For Investing In Peab (OM:PEAB B)

Peab has recently reported several major contract wins across Sweden and Norway, including a SEK 700 million social hub in Uppsala, a SEK 642 million water treatment plant in Karlshamn, SEK 322 million of prison expansion in Gothenburg and NOK 342 million of housing in Vestby. Together these projects expand Peab’s order backlog across public infrastructure, residential, commercial and environmental buildings, underlining its role in energy-efficient and socially focused construction. Next,...