OM:INDT
OM:INDTMachinery

Does Indutrade (OM:INDT) Prioritizing a SEK 3.10 Dividend Reveal Its True Capital Allocation Stance?

Indutrade AB reported its full-year 2025 results on 29 January 2026, with sales of SEK 32,229 million and net income of SEK 2,560 million, alongside basic earnings per share from continuing operations of SEK 7.03. On the same day, the company proposed an annual dividend of SEK 3.10 per share for payment in April 2026, highlighting its continued focus on shareholder cash returns despite slightly lower earnings. We’ll examine how Indutrade’s slightly lower earnings but continued SEK 3.10...
OM:TREL B
OM:TREL BMachinery

Trelleborg (OM:TREL B) Margin Slip To 10.5% Tests Bullish Profitability Narrative

Trelleborg (OM:TREL B) has wrapped up FY 2025 with Q4 revenue of about SEK8.4b and basic EPS of SEK3.70, set against trailing twelve month revenue of roughly SEK34.3b and EPS of SEK15.76 that frame how the recent quarter fits into the broader year. Over the past few quarters, revenue has moved from SEK8.9b in Q1 2025 to SEK8.4b in Q4 2025, while quarterly EPS ranged from SEK4.08 in Q1 to SEK3.70 in Q4. This gives investors a clearer view of how top line and per share earnings have paired up...
OM:NCC B
OM:NCC BConstruction

How a Major Danish District Heating Win At NCC (OM:NCC B) Has Changed Its Investment Story

Vestforbraending has selected NCC as turnkey contractor for a major expansion of the district heating network in Herlev near Copenhagen, a past award worth about SEK 700,000,000 that includes civil engineering works and the installation of roughly 46 kilometers of distribution pipes. This contract, part of Denmark’s “Varmeplan 2030” program to extend district heating to tens of thousands of households, adds a sizeable, multi‑year infrastructure project to NCC’s order book. We’ll now...
OM:ATCO A
OM:ATCO AMachinery

Assessing Atlas Copco’s Valuation After Q4 Earnings Weakness And Extra Dividend Proposal

Q4 earnings and extra dividend put Atlas Copco in focus Atlas Copco (OM:ATCO A) is back on investors’ radar after its Q4 2025 report showed lower sales and earnings but continued organic order growth, together with a proposed extra dividend alongside the ordinary payout. See our latest analysis for Atlas Copco. The Q4 earnings update and extra dividend proposal come after a mixed share price pattern, with a 10.66% 1 month share price return and 14.74% 3 month share price return, while the 1...
OM:PDX
OM:PDXEntertainment

Assessing Paradox Interactive (OM:PDX) Valuation After Europa Universalis V Launch And Mixed 2025 Earnings

Why Paradox Interactive (OM:PDX) is in focus right now Paradox Interactive (OM:PDX) is back on investors’ radar after the successful launch of Europa Universalis V coincided with its 2025 results, which paired strong revenue growth with weaker profitability. The company also reported a large write down related to Vampire: The Masquerade, Bloodlines 2 and flagged adverse currency effects, giving investors a mixed earnings picture to weigh against the new game’s contribution. See our latest...
OM:VOLV B
OM:VOLV BMachinery

AB Volvo (OM:VOLV B) Margin Compression Reinforces Concerns On Earnings Quality

How AB Volvo (OM:VOLV B) Earnings Stack Up Against The Story So Far AB Volvo (OM:VOLV B) closed out FY 2025 with Q4 revenue of SEK123.8b and basic EPS of SEK4.73, alongside trailing 12 month EPS of SEK16.94 that sits against a net margin of 7.2% versus 9.6% a year earlier. Over recent quarters the company has seen revenue range from SEK110.7b to SEK123.8b with quarterly EPS between SEK3.65 and SEK4.86, giving investors a clear view of how the top and bottom line have tracked into the latest...
OM:GRNG
OM:GRNGMetals and Mining

Will Gränges’ Record Operating Profit and Higher Dividend Payout Change Gränges' (OM:GRNG) Narrative

Gränges AB reported its full-year 2025 results, with sales rising to SEK 28,362 million from SEK 23,506 million and net income edging up to SEK 1,015 million from SEK 1,013 million, alongside slightly higher earnings per share. The company also achieved a record operating profit for the fifth consecutive year and raised its dividend to SEK 3.40 per share, underlining strong profitability and an increased cash return to shareholders. We will now examine how Gränges’ record operating profit...
OM:MILDEF
OM:MILDEFAerospace & Defense

European Stocks That May Be Undervalued By Up To 49.4%

Amidst renewed trade and geopolitical uncertainties, European markets have recently experienced declines, with major indices like the STOXX Europe 600 Index ending lower. Despite these challenges, opportunities may exist for investors seeking value in stocks that appear undervalued based on current market conditions. Identifying such stocks involves evaluating their intrinsic value relative to their market price, considering factors like earnings potential and economic resilience.
OM:LIME
OM:LIMESoftware

European Growth Stocks With Insider Ownership Up To 12%

Amid renewed trade and geopolitical uncertainties, the European market has faced a challenging week with major stock indexes such as France's CAC 40 and Germany's DAX experiencing declines. However, business activity in the eurozone remains positive, with confidence reaching a 20-month high, suggesting potential opportunities for growth-focused investors. In this context, stocks with high insider ownership can be appealing as they often indicate strong alignment between management and...
NGM:GMERC B
NGM:GMERC BCapital Markets

GreenMerc And 2 Other European Penny Stocks Worth Considering

As European markets navigate renewed trade and geopolitical uncertainties, investors are increasingly attentive to opportunities that might arise amidst the fluctuations. Penny stocks, despite their somewhat outdated moniker, continue to intrigue due to their potential for uncovering value in smaller or newer companies. With a focus on financial strength and growth potential, this article explores three European penny stocks that stand out as promising candidates for those seeking...
OM:ENGCON B
OM:ENGCON BMachinery

Exploring Europe's Undiscovered Gems for January 2026

As European markets navigate through renewed trade and geopolitical uncertainties, with the STOXX Europe 600 Index ending lower and major indexes like France's CAC 40 and Germany's DAX also experiencing declines, investors are increasingly seeking opportunities in lesser-known stocks that might offer resilience amidst broader market volatility. In this environment, identifying a promising stock often involves looking for companies with strong fundamentals, innovative business models, or...
OM:BETS B
OM:BETS BHospitality

Will Softer Q4 Guidance and Ongoing Buybacks Change Betsson's (OM:BETS B) Investment Narrative?

In January 2026, Betsson AB (publ) issued preliminary guidance indicating that fourth-quarter 2025 revenue is expected to be about €304 million, with operating income (EBIT) around €53 million, both lower than the prior-year quarter. Alongside this softer earnings outlook, Betsson has continued repurchasing its own shares, which reduces the free float and can lift earnings per share for remaining shareholders. Against this backdrop of lower EBIT guidance but ongoing share buybacks, we will...
OM:SWED A
OM:SWED ABanks

Swedbank’s Big 2025 Dividend Despite Lower Earnings Might Change The Case For Investing In Swedbank (OM:SWED A)

Swedbank AB (publ) has reported that full-year 2025 net income fell to SEK 32,759 million from SEK 34,866 million, while proposing a total dividend of SEK 29.80 per share, including a SEK 9.35 special dividend, and confirming the immediate departure of long-serving board member Hans Eckerström. An interesting aspect is that Swedbank’s proposed total dividend of roughly SEK 33.50 billions represents a high payout ratio of 70% of 2025 profit, even as earnings per share eased. We will now...
OM:TFBANK
OM:TFBANKBanks

Assessing TF Bank (OM:TFBANK) Valuation After Full Year 2025 Earnings And Dividend Proposal

TF Bank (OM:TFBANK) is in focus after reporting its full year 2025 results. The bank reported net interest income of SEK 2,678.96 million and net income of SEK 667.05 million, alongside a proposed SEK 5.00 dividend per share. See our latest analysis for TF Bank. The shares have been relatively resilient, with a 1 month share price return of 8.64% and a year to date share price return of 9.92%. The 1 year total shareholder return of 47.42% and 5 year total shareholder return of 352.74% point...
OM:INVE A
OM:INVE ADiversified Financial

Investor AB’s Strong 2025 Earnings And Higher Dividend Might Change The Case For Investing In Investor (OM:INVE A)

Investor AB (publ) reported full-year 2025 results on January 22, 2026, with sales rising to SEK 64,826 million and net income reaching SEK 157.49 billion, lifting basic earnings per share from continuing operations to SEK 51.42. The Board also proposed increasing the 2025 dividend to SEK 5.60 per share, split into May and November payments, which may reflect confidence in the company’s cash generation and balance sheet strength. Against this backdrop, we will explore how Investor AB’s...
OM:HEM
OM:HEMInteractive Media and Services

Is Hemnet’s Higher Dividend And Buybacks Altering The Investment Case For Hemnet Group (OM:HEM)?

Hemnet Group AB reported past fourth-quarter 2025 results showing revenue of SEK 348.4 million and net income of SEK 100.3 million, both lower than a year earlier, alongside continued share buybacks totaling SEK 380.7 million. Despite softer quarterly earnings, the Board proposed raising the 2025 dividend to SEK 1.90 per share and highlighted new AI-backed product launches planned for 2026, underscoring management’s focus on product development and shareholder returns. Next, we’ll examine...
OM:RVRC
OM:RVRCSpecialty Retail

European Market: 3 Stocks Conceivably Trading Below Estimated Value

The European market has recently faced renewed trade and geopolitical uncertainties, leading to a decline in major stock indexes such as the STOXX Europe 600, France's CAC 40, and Germany's DAX. Despite these challenges, business activity in the eurozone remains positive with increased optimism about future growth prospects. In this environment, identifying potentially undervalued stocks requires a focus on companies that demonstrate strong fundamentals and resilience amidst broader market...
OM:ELAN B
OM:ELAN BLogistics

Elanders (OM:ELAN B) Returns To Quarterly Profit Challenging Ongoing Loss Narrative

Elanders (OM:ELAN B) closed out FY 2025 with Q4 revenue of SEK 3,053 million and basic EPS of SEK 1.27, alongside trailing twelve month revenue of SEK 12,201 million and a trailing EPS loss of SEK 1.53. Over recent quarters, revenue has moved between SEK 2,872 million and SEK 3,774 million, while quarterly EPS has ranged from a loss of SEK 2.40 to a profit of SEK 5.26. This gives investors a clear view of how earnings have swung around a relatively stable top line. With forecasts pointing to...