OM:CAST
OM:CASTReal Estate

Assessing Castellum (OM:CAST) Valuation After UBS Upgrade On Portfolio Shift And AI-Linked Office Demand

UBS has upgraded Castellum (OM:CAST) after reassessing the Swedish property group’s efforts to reshape its portfolio under CEO Pål Ahlsén, with a focus on non core divestments and a clearer return on equity target. See our latest analysis for Castellum. Castellum’s share price has edged up over the past month, with a 7 day share price return of 3.18% and a 30 day share price return of 3.47%. However, the 1 year total shareholder return of 8.70% decline and 5 year total shareholder return of...
OM:SAAB B
OM:SAAB BAerospace & Defense

Did Poland’s New DELFIN SIGINT Milestone Just Recast Saab’s (OM:SAAB B) Defense Systems Role?

In January 2026, Saab marked a key milestone in Poland’s DELFIN programme with the launch of ORP Henryk Zygalski, the second and final SIGINT ship, in Gdansk, following the earlier launch of ORP Jerzy Rozycki in 2025. This phase of the project highlights Saab’s role as prime contractor for advanced electronic intelligence vessels, coordinating Polish shipbuilding partners while taking full responsibility for integrating complex mission and reconnaissance systems. We’ll now examine how Saab’s...
OM:ATCO A
OM:ATCO AMachinery

Did Softer 2025 Earnings and a Higher Payout Just Shift Atlas Copco's (OM:ATCO A) Investment Narrative?

Atlas Copco AB reported fourth-quarter 2025 sales of SEK 42,782 million and net income of SEK 6,623 million, with full-year 2025 sales of SEK 168,343 million and net income of SEK 26,420 million, all lower than the prior year. Despite the weaker earnings, the board proposed keeping the ordinary dividend at SEK 3.00 per share and adding an extra SEK 2.00 distribution, lifting the total payout to SEK 5.00 per share paid in two installments. We’ll now examine how the combination of softer 2025...
OM:ERIC B
OM:ERIC BCommunications

Assessing Ericsson (OM:ERIC B) Valuation After Recent Share Price Momentum

Telefonaktiebolaget LM Ericsson (OM:ERIC B) is drawing investor attention after recent share price moves, with returns of 4.1% over the past week and 10.3% over the month prompting closer scrutiny of its fundamentals. See our latest analysis for Telefonaktiebolaget LM Ericsson. Zooming out, Ericsson’s recent 1-day share price return of 4.1% and 7-day share price return of 14.6% sit alongside a 1-year total shareholder return of 20.5% and 3-year total shareholder return of 86.0%. Together,...
OM:ALIG
OM:ALIGMachinery

European Undervalued Small Caps With Insider Action For January 2026

As European markets face renewed trade and geopolitical uncertainties, with the STOXX Europe 600 Index ending lower and key indices like France's CAC 40 and Germany's DAX also declining, investors are closely monitoring small-cap stocks for potential opportunities. In this environment of modest eurozone business activity growth and heightened optimism in the business outlook, identifying promising small-cap companies involves assessing their ability to navigate economic fluctuations while...
OM:LIAB
OM:LIABBuilding

European Stocks That May Be Trading Below Fair Value In January 2026

As the European markets navigate renewed trade tensions and geopolitical uncertainties, major indices like the STOXX Europe 600 have experienced declines, reflecting broader investor caution. Despite these challenges, opportunities may exist for discerning investors who can identify stocks potentially trading below their fair value. In such an environment, a good stock is often characterized by strong fundamentals and resilience to market volatility.
OM:RUSTA
OM:RUSTAMultiline Retail

3 European Growth Companies With Up To 21% Insider Ownership

As European markets navigate renewed trade and geopolitical uncertainties, with major indices like the STOXX Europe 600 Index ending lower, investors are increasingly focusing on insider ownership as a potential indicator of company confidence and alignment with shareholder interests. In this environment, growth companies with substantial insider ownership can be particularly appealing, as they may suggest management's commitment to long-term success despite broader market volatility.
OM:AQ
OM:AQElectrical

Uncovering Europe's Undiscovered Gems In January 2026

As the European market navigates renewed trade and geopolitical uncertainties, with the STOXX Europe 600 Index dipping by 0.98%, investors are keenly observing how small-cap companies might capitalize on modest business activity growth and heightened optimism in the eurozone. In this context, identifying stocks that demonstrate resilience and potential for growth amidst these conditions can be crucial for uncovering hidden opportunities within Europe's diverse markets.
OM:LOOMIS
OM:LOOMISCommercial Services

How Loomis Pay’s Android POS Rollout Across Europe Could Shape Loomis’ (OM:LOOMIS) Digital Strategy

Castles Technology announced that Loomis Pay has chosen its Android-based POS and payment devices, including the S1F4 Pro, S1P2 and S1U2M4, to support Loomis Pay’s European expansion following a successful pilot in Norway and rollout across Sweden, Denmark, Norway and Spain. This collaboration underlines Loomis Pay’s push to deepen its digital payments footprint across multiple European markets by upgrading its hardware backbone. Next, we will examine how Loomis Pay’s expanded rollout of...
OM:CATE
OM:CATEReal Estate

Will Catena’s SEK 2.75 Billion Equity Raise Reshape Catena's (OM:CATE) Narrative on Capital Allocation?

Catena AB has previously filed a follow-on equity offering of approximately SEK 2.75 billion, issuing 6,036,010 common shares at SEK 456 each via a subsequent direct listing. This sizeable capital raise marks a meaningful adjustment to Catena’s capital structure, with potential implications for ownership dispersion and financial flexibility. We’ll now explore how this sizeable follow-on equity issuance shapes Catena’s broader investment narrative and future capital allocation...
OM:FABG
OM:FABGReal Estate

A Look At Fabege (OM:FABG) Valuation After New SEK 750 Million Green Bond Offering

Fabege (OM:FABG) has completed a SEK 750 million fixed income offering of floating rate senior green notes due November 28, 2028, a funding move that highlights its sustainable financing activity for shareholders. See our latest analysis for Fabege. Fabege's latest green bond issue comes shortly after a board change and another announced fixed income offering. The SEK80.35 share price reflects a 1 day share price return of 0.99% decline and a 1 year total shareholder return of 3.05% decline,...
OM:IMP A SDB
OM:IMP A SDBMedical Equipment

Why Implantica (OM:IMP A SDB) Is Up 7.3% After New Italian Public Tender Wins For RefluxStop

Implantica AG announced it has secured over €1.2 million in public healthcare funding through new multi-year public tender approvals in Italy for its RefluxStop acid reflux procedure, covering hospitals in Palermo and South Tyrol. These tenders deepen RefluxStop’s integration into Italy’s national healthcare system, highlighting growing institutional backing as Implantica seeks wider European reimbursement for GERD treatment. We will now explore how this new Italian public tender funding for...