OM:SAND
OM:SANDMachinery

Assessing Sandvik (OM:SAND) Valuation After Strong Q4 Results And Higher Dividend Proposal

Sandvik (OM:SAND) just wrapped up its Shift program with fourth quarter results that combined double digit organic order and revenue growth, firm margins, strong cash flow and a proposed higher dividend. See our latest analysis for Sandvik. The share price has climbed to SEK354.1, with a 30-day share price return of 17.8% and a 90-day gain of 22.7%. The 1-year total shareholder return of 57.6% suggests momentum has been building around earnings, acquisitions and the higher proposed...
OM:SSAB A
OM:SSAB AMetals and Mining

SSAB (OM:SSAB A) Margin Compression To 5.1% Tests Bullish Earnings Narratives

SSAB (OM:SSAB A) has wrapped up FY 2025 with fourth quarter revenue of SEK 22.1 billion and basic EPS of SEK 0.44, rounding out a trailing twelve month picture that includes SEK 96.2 billion in revenue and EPS of SEK 4.92. Over recent quarters the company has seen revenue move from SEK 25.5 billion and EPS of SEK 1.13 in Q1 2025 to SEK 25.6 billion and EPS of SEK 1.86 in Q2, then SEK 23.0 billion and EPS of SEK 1.49 in Q3 before landing at the latest Q4 result. This sets up a mixed but...
OM:TELIA
OM:TELIATelecom

Telia’s Higher 2025 Dividend Amid Weaker Earnings: What Does This Say About OM:TELIA’s Capital Priorities?

Earlier in January 2026, Telia Company AB’s Board proposed lifting the 2025 dividend to SEK 2.05 per share, while full-year 2025 results showed essentially flat sales at SEK 80,982 million and a reduced net income of SEK 3,525 million. The combination of a slightly higher dividend and weaker annual profitability highlights the tension between Telia’s income appeal and pressure on its earnings profile. We’ll now examine how Telia’s decision to raise its dividend despite lower full-year net...
OM:MTRS
OM:MTRSBuilding

Assessing Munters Group (OM:MTRS) Valuation After 2025 Earnings Drop And Dividend Proposal

Munters Group (OM:MTRS) is in focus after reporting full year 2025 results, with sales of SEK 14,712 million and net income of SEK 106 million, while the board proposed a SEK 1.60 per share dividend. See our latest analysis for Munters Group. The latest earnings and dividend proposal come as Munters Group’s share price has been under pressure this year, with a year-to-date share price return of a 12.05% decline and a 1-year total shareholder return of a 1.61% decline, although the 3-year...
OM:TEL2 B
OM:TEL2 BWireless Telecom

Tele2 (OM:TEL2 B) Margin Strength And 19.5% Earnings Growth Challenge Bearish Narratives

Tele2 (OM:TEL2 B) has put fresh numbers on the table for FY 2025, with Q3 revenue at SEK 7.4b and basic EPS of SEK 1.86 setting the tone for the year so far. The company has seen quarterly revenue range between SEK 7.2b and SEK 7.8b since Q2 2024, while basic EPS has moved between SEK 1.26 and SEK 1.86 over the same stretch. On a trailing twelve month view, EPS stands at SEK 6.61 on revenue of SEK 29.9b. For investors, the latest print keeps the spotlight firmly on how consistently Tele2 can...
OM:THULE
OM:THULELeisure

A Look At Thule Group (OM:THULE) Valuation After Prolonged Share Price Weakness

Why Thule Group (OM:THULE) is on investors’ radar Thule Group (OM:THULE) has drawn attention after a period of weaker share performance, with the stock showing negative returns over the past week, month, past 3 months, year and 5-year period. In this context, investors are weighing a business that reports annual revenue of SEK 10,272 and net income of SEK 1,055, with recent annual revenue and net income growth figures provided alongside a current share price of SEK 214.40. See our latest...
OM:HPOL B
OM:HPOL BChemicals

Assessing HEXPOL (OM:HPOL B) Valuation After Weaker 2025 Results And Recent Share Price Reaction

HEXPOL (OM:HPOL B) reported full year 2025 results with sales of SEK 19,324 million and net income of SEK 1,943 million, both lower than the prior year. This has set the backdrop for recent share performance. See our latest analysis for HEXPOL. The 1-day share price return of 13.87% following the weaker 2025 results adds to a 17.74% 30-day and 17.50% year to date share price decline, while the 1-year total shareholder return of 27.85% indicates pressure building over both shorter and longer...