OM:ESSITY B
OM:ESSITY BHousehold Products

Does Essity's (OM:ESSITY B) Data Push and Share Buyback Signal a Digital Edge or Capital Priorities?

In recent days, Essity announced the continuation of its SEK 3 billion share buyback program and entered a new partnership with NielsenIQ to serve as its primary provider for point-of-sale and consumer intelligence solutions across the United States. This move towards recurring share repurchases and enhanced data-driven decision-making highlights Essity's commitment to strengthening shareholder value and accelerating digital transformation in key markets. We'll look at how Essity's data...
OM:CATE
OM:CATEReal Estate

Should Catena’s (OM:CATE) Eight-Year ICA Lease Boost Confidence in Its Long-Term Income Stability?

Catena announced that it has secured two eight-year lease agreements with ICA Fastigheter AB for logistics facilities at its Helsingborg site, covering one existing property and a new, sustainably-built 18,042 m2 building to be completed by early 2027. This development reflects increased long-term occupancy and income certainty for Catena, while highlighting growing demand from major clients for sustainable and modern logistics solutions. To assess how Catena’s portfolio and income outlook...
OM:ERIC B
OM:ERIC BCommunications

Could Ericsson’s (OM:ERIC B) Renewed Telia Deal Reveal Its Edge in Nordic Digital Infrastructure?

On November 6, 2025, Telia Company announced a four-year extension of its Radio Access Network partnership with Ericsson, covering Sweden, Norway, Lithuania, and Estonia to enhance network performance and deploy advanced 5G capabilities across multiple sectors. This expanded collaboration underscores Ericsson’s role in supporting mission-critical communications, 5G innovation, and digital infrastructure modernization for industries and public services throughout the Nordic and Baltic...
OM:CAMX
OM:CAMXPharmaceuticals

How Investors Are Reacting To Camurus (OM:CAMX) Monthly Semaglutide Data Showing Promising Obesity Results

Earlier this month, Camurus announced positive topline results from a Phase 1b trial evaluating CAM2056, its monthly FluidCrystal® semaglutide formulation, which demonstrated significant dose-dependent reductions in body weight, hemoglobin A1c, and fasting glucose in people with overweight or obesity, with efficacy comparable to or greater than weekly semaglutide. This study suggests CAM2056 could offer similar or stronger metabolic benefits with the convenience of monthly dosing,...
OM:SKF B
OM:SKF BMachinery

Should SKF’s COP30 Recognition for Remanufacturing Innovations Influence Action From AB SKF (OM:SKF B) Investors?

Earlier this month, AB SKF showcased its scalable clean technologies and circular solutions at COP30, receiving recognition for its remanufacturing initiatives as a winner of the Sustainable Business COP's Best Cases award. This award highlights SKF's advancement in industrial decarbonization, where innovative remanufacturing and oil regeneration technologies are reducing emissions and extending product lifecycles in heavy industry. We'll explore how the spotlight on SKF's award-winning...
OM:BIOA B
OM:BIOA BBiotechs

How New Lecanemab Data Releases at CTAD 2023 Could Shape BioArctic's (OM:BIOA B) Investment Case

BioArctic's partner Eisai recently announced the upcoming presentation of extensive new lecanemab (Leqembi) clinical and real-world data at the Clinical Trials on Alzheimer's Disease (CTAD) conference in San Diego from December 1-4, covering long-term treatment outcomes, subcutaneous administration, and real-world registry findings. These disclosures are expected to provide important insights into the long-term effectiveness, patient experience, and potential healthcare resource savings of...
OM:YUBICO
OM:YUBICOSoftware

European Growth Companies With High Insider Ownership

Amidst a backdrop of mixed global market performances, the European markets recently saw a boost as major stock indexes rose, driven by relief over the reopening of the U.S. federal government. However, cooling sentiment around artificial intelligence investments has tempered gains in some sectors. In this environment, growth companies with high insider ownership can offer unique insights into potential opportunities, as insider confidence often signals alignment with shareholder interests...
OM:SAAB B
OM:SAAB BAerospace & Defense

Why Saab (OM:SAAB B) Is Down 6.2% After Securing Major Global Defense Contracts and Partnerships

In the past week, Saab AB announced several major defense contracts, including a €3.1 billion order for 17 Gripen E/F fighters from the Colombian Government, additional electronic warfare sensor suite orders from Airbus Defence and Space totaling approximately €549 million, and a SEK 510 million contract for Carl-Gustaf M4 deliveries to Denmark, alongside a new partnership with Ericsson Canada and Calian focused on advanced secure communications for Canadian defense. These developments...
OM:NEWA B
OM:NEWA BLuxury

Can New Wave Group’s (OM:NEWA B) Profitability Keep Pace With Its Rising Sales?

New Wave Group AB (publ) announced its third-quarter 2025 results, reporting sales of SEK 2,390 million and net income of SEK 166 million, both compared to the same period in the previous year. While sales rose year-over-year, the decline in net income and basic earnings per share highlights ongoing challenges in maintaining profitability despite revenue growth. Next, we’ll explore how the higher sales but reduced profits this quarter could influence New Wave Group’s long-term investment...
OM:SKA B
OM:SKA BConstruction

A Closer Look at Skanska (OM:SKA B) Valuation Following New Contracts and Strong Q3 Performance

Skanska (OM:SKA B) has been making headlines after landing major new contracts in Finland and the US. The company also reported a solid third quarter, marked by rising net income and continued sales growth. See our latest analysis for Skanska. Between headline-grabbing contract wins in Finland and the US and a robust earnings report, Skanska has caught the market’s eye, as reflected in its 1.9% year-to-date share price return and a 14.8% total shareholder return over the past year. While...
OM:TEL2 B
OM:TEL2 BWireless Telecom

Tele2 (OM:TEL2 B) Valuation in Focus Following Executive Leadership Change and New Strategic Direction

Tele2 (OM:TEL2 B) has announced Nicholas Högberg will join as Executive Vice President, Chief Commercial Officer, and Deputy CEO Sweden. He will take on the role starting December 1, 2025. This executive move follows the departure of Petr Cermak and marks a notable shift in leadership direction. See our latest analysis for Tele2. Tele2’s announcement comes on the back of notable one-year momentum, with a 29.96% year-to-date share price return and a total shareholder return of 34.17% over the...
OM:HUFV A
OM:HUFV AReal Estate

How Hufvudstaden’s Return to Profitability Will Impact Hufvudstaden (OM:HUFV A) Investors

Hufvudstaden AB (publ) has reported its third quarter and nine-month 2025 results, recording sales of SEK 801.6 million and SEK 2,425.3 million, with net income turning positive to SEK 262.6 million for the quarter and SEK 526.9 million for the nine-month period, compared to a net loss last year. This return to profitability, marked by a significant increase in basic earnings per share from continuing operations, breaks a trend of prior losses for the company. We'll explore how...
OM:MTRS
OM:MTRSBuilding

Munters Group (OM:MTRS) Lands $215 Million US Hyperscaler Deal Will Data Center Bets Pay Off?

Munters Group announced it has secured several orders worth approximately US$215 million (about SEK2 billion) from a major US hyperscaler for custom-designed Computer Room Air Handlers, with deliveries scheduled from late 2026 through early 2028. This long-term deal highlights Munters' increasing presence within the data center cooling market and the growing importance of hyperscaler relationships in driving future revenue streams. We'll explore how this sizeable data center order from a...
OM:ALFA
OM:ALFAMachinery

Alfa Laval (OM:ALFA) Expands EDF Partnership: A Fresh Look at Valuation After Nuclear Energy Deal

Alfa Laval (OM:ALFA) has expanded its long-running partnership with Electricite de France (EDF), aiming to support the latest wave of nuclear energy projects in France. Their new agreement centers on advanced heat exchanger technology and a streamlined, modular approach for upcoming EPR2 reactors. See our latest analysis for Alfa Laval. Alfa Laval’s renewed focus on advanced nuclear energy solutions comes as momentum in its share price has recently faded, with a 7.9% decline year-to-date and...
OM:EMBRAC B
OM:EMBRAC BEntertainment

Embracer Group (OM:EMBRAC B) Valuation Check After Second Quarter Earnings Show Narrowed Losses

Embracer Group (OM:EMBRAC B) has just published its second quarter results, revealing a drop in sales and revenue compared to last year. However, the company managed to dramatically reduce its net loss year on year. See our latest analysis for Embracer Group. Embracer Group’s earnings release follows a challenging stretch for the shares, which have seen a sharp drop recently but a small recovery in the last 90 days. While the latest results show operational improvement, the 1-year total...
OM:EPRO B
OM:EPRO BMachinery

Electrolux Professional (OM:EPRO B): Evaluating Valuation Following Strategic Partnerships and New Sustainability Initiatives

Electrolux Professional (OM:EPRO B) recently rolled out a series of strategic moves, including teaming up with Mimbly on water-efficient technologies, shifting cooking production to Italy, and releasing new sustainability-focused product lines. See our latest analysis for Electrolux Professional. The recent pace of Electrolux Professional’s innovation and operational changes seems to have drawn mixed reactions from the market. The share price has given back 6% over the past month, even as the...