OM:BETS B
OM:BETS BHospitality

Assessing Betsson (OM:BETS B) Valuation As Softer Guidance Meets Ongoing Share Buybacks

Guidance cut and buybacks put Betsson’s setup in focus Betsson (OM:BETS B) has issued fourth quarter 2025 guidance that points to softer revenue and operating income, while also continuing a share buyback programme that is tightening its free float. See our latest analysis for Betsson. Despite the guidance pointing to softer fourth quarter numbers, Betsson’s 1-day and 7-day share price returns of 2.5% and 5.22% show a short-term rebound. A 30-day share price return of 26.95% and 1-year total...
OM:EPI A
OM:EPI AMachinery

Is Epiroc’s (OM:EPI A) Steady Dividend and Order Growth Hiding a Deeper Margin Trade-Off?

Epiroc AB has reported its fourth-quarter and full-year 2025 results, showing slightly lower sales and earnings year-on-year but broadly stable profitability, and its board has proposed keeping the dividend at SEK 3.80 per share, paid in two installments. An interesting angle for investors is that the company combined robust 11% organic order growth, particularly in mining and automation projects, with only modest pressure on margins from tariffs and raw material costs. Next, we’ll examine...
OM:STOR B
OM:STOR BIndustrials

Assessing Storskogen Group (OM:STOR B) Valuation After Launch Of Share Buyback Program

Storskogen Group (OM:STOR B) has drawn fresh investor attention after launching a shareholder approved buyback program, targeting up to 8,515,686 class B shares and SEK 100 million in repurchases to adjust its capital structure. See our latest analysis for Storskogen Group. The buyback announcement comes after a period of steady share price momentum, with a 90 day share price return of 18.78% and a 3 year total shareholder return of 33.43%, while the latest close sits at SEK11.75. If this...
OM:SKF B
OM:SKF BMachinery

Did SKF’s Margin Resilience Amid Weaker Q2 Sales Just Shift AB SKF's (OM:SKF B) Investment Narrative?

AB SKF recently reported quarterly results showing a Q2 Non-GAAP EPS of SEK 5.06, with revenues experiencing a 9.5% year-over-year decline and a mixed picture on operating margins. While the adjusted operating margin edged up to 13.3%, the overall operating margin slipped to 5.6%, and management flagged stable but cautious Q3 2025 organic sales alongside an expected currency drag on operating profit. We’ll explore how SKF’s slightly improved adjusted margins amid weaker revenues may...
OM:SEYE
OM:SEYEElectronic

3 European Insider Picks With Earnings Growth Up To 120%

As European markets navigate renewed trade and geopolitical uncertainties, with major indexes like the STOXX Europe 600 seeing declines, investors are increasingly focused on companies that demonstrate resilience through strong insider ownership and robust earnings growth. In such a climate, stocks characterized by high insider ownership can be particularly appealing as they often indicate management's confidence in the company's long-term prospects and alignment with shareholder interests.
OM:TEL2 B
OM:TEL2 BWireless Telecom

Tele2 (OM:TEL2 B) Upsizes Dividend Commitment Is Its Capital Return Strategy Reaching an Inflection Point?

Tele2 AB (publ) has proposed a dividend of SEK 10.50 per share, equivalent to very large distribution relative to its 2025 equity free cash flow, marking an assertive capital return move announced prior to today. The decision to distribute more than its projected 2025 equity free cash flow highlights Tele2’s willingness to prioritize shareholder payouts over balance-sheet conservatism. We’ll now examine how this unusually high cash distribution commitment could influence Tele2’s investment...
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...