OM:JM
OM:JMConsumer Durables

Will Smucker’s Lawsuit Against Trader Joe’s Over Uncrustables Shape JM’s (OM:JM) Competitive Edge?

J.M. Smucker recently filed a federal lawsuit against Trader Joe’s, alleging that the grocer’s crustless peanut butter and jelly sandwiches infringe on trademarks related to Smucker’s Uncrustables brand by mimicking its design and packaging. This legal dispute underscores Smucker’s strong commitment to defending the unique characteristics and market position of one of its flagship product lines. We'll explore how Smucker's proactive legal action to protect Uncrustables could shape its...
OM:VIT B
OM:VIT BSoftware

Will Vitec Software Group's Recurring Revenue Dominance Shape Its Global Ambitions? (OM:VIT B)

Vitec Software Group AB reported third quarter and nine-month 2025 earnings, with sales increasing to SEK773.22 million and SEK2.37 billion, respectively, while net income and earnings per share saw minor declines year-over-year. An interesting detail is that recurring revenue accounted for 90% of total sales, highlighting the company’s focus on stable, reliable income streams. Next, we'll explore how Vitec’s international expansion and resilient recurring revenue base inform its current...
OM:VOLV B
OM:VOLV BMachinery

Volvo (OM:VOLV B): Margin Decline Counters Bullish Valuation Narrative as Net Margins Fall to 7.6%

AB Volvo (OM:VOLV B) delivered annual earnings growth of 17.7% over the last five years. Forecasts point to a continued, but slower, pace of 10.56% per year ahead. Revenue is expected to rise 3.4% annually, edging past the Swedish market average, even as profit margins narrowed from 10.1% to 7.6% in the most recent period. With VOLV B trading at SEK 247.4, below its estimated fair value and carrying a price-to-earnings ratio of 13.2x compared to the industry’s higher averages, investors are...
OM:ITECH
OM:ITECHChemicals

I-Tech (OM:ITECH) Delivers 68% Earnings Growth, Reinforcing Profitability Narrative Despite Valuation Concerns

I-Tech (OM:ITECH) posted standout numbers this period, delivering annual earnings growth of 68.4% and pushing net profit margins up to 21.1% from last year’s 17%. With earnings forecast to grow 24.99% and revenue expected to climb 16.4% annually, both outpacing the Swedish market, investors saw a stock trading at SEK84, well below its estimated fair value of SEK310.67. While the company’s strong growth and robust margins are drawing positive attention, some are weighing these results against...
OM:EQT
OM:EQTCapital Markets

Could Leadership Transition at EQT (OM:EQT) Shape Its Long-Term Global Growth Ambitions?

In recent news, EQT AB announced that Conni Jonsson will step down as Chairperson at the May 2026 Annual Shareholders' Meeting, with the Nomination Committee proposing Jean Eric Salata as his successor and Jonsson remaining involved as Honorary Chair and Founder. This leadership transition comes as EQT reports strong third-quarter fundraising and exit activity, along with recent expansions in U.S. and European real estate investments. We'll examine how EQT's robust global fundraising and...
OM:ATRLJ B
OM:ATRLJ BReal Estate

Assessing Atrium Ljungberg (OM:ATRLJ B) Valuation After Strong Turnaround to Profit in Q3

Atrium Ljungberg (OM:ATRLJ B) has posted a notable shift in its third quarter results, moving from a loss last year to a sizeable net profit this time. However, sales saw a slight decline. See our latest analysis for Atrium Ljungberg. Investors have taken notice of Atrium Ljungberg’s turnaround, with the stock climbing 13.5% over the past week and showing a 9.5% share price return for the past month. Despite volatility earlier this year, momentum is building again. Long-term shareholders have...