OM:PEAB B
OM:PEAB BConstruction

Peab (OM:PEAB B) Valuation Check After New Multi‑Segment Nordic Contract Wins

New contract wins put Peab (OM:PEAB B) in focus Peab (OM:PEAB B) has landed several sizeable contracts, led by a SEK 700 million commission to build Hjarta, a new mixed use social hub in Uppsala’s emerging Sodra City district. This Uppsala project, combined with recent wins in water infrastructure, residential housing in Norway and prison expansion in Gothenburg, gives investors fresh information on the company’s order intake and project mix. See our latest analysis for Peab. Peab’s recent...
OM:BALD B
OM:BALD BReal Estate

Is Fastighets AB Balder’s (OM:BALD B) Link40 Bet Reframing Its Logistics and Sustainability Strategy?

Fastighets AB Balder, Next Step Group AB and Bockasjo AB have formed a joint venture to develop Link40, a 250,000-square-metre sustainable logistics hub on 45 hectares along National Road 40 outside Gothenburg, one of Sweden’s largest logistics projects. The partnership aims to build a cohesive, high-accessibility logistics cluster that combines modern warehousing, sustainability features and close ties to industry, academia and transport operators. We’ll now examine how this large-scale,...
OM:CAMX
OM:CAMXPharmaceuticals

Camurus (OM:CAMX) Valuation After FDA Review Acceptance For Oclaiz NDA

Why the FDA review of Oclaiz matters for Camurus The fresh interest in Camurus (OM:CAMX) centers on the FDA’s decision to accept for review the resubmitted New Drug Application for Oclaiz, its extended release octreotide injection for acromegaly. This follows marketing authorization and an early launch in the EU and UK under the name Oczyesa, and it gives investors a clearer timetable, with a PDUFA target action date set for 10 June 2026. See our latest analysis for Camurus. The FDA review...
OM:CIBUS
OM:CIBUSReal Estate

How Cibus Nordic’s New €85m 2030 Green Bond and Early Redemption Will Impact Cibus Nordic Real Estate (OM:CIBUS) Investors

Cibus Nordic Real Estate AB (publ) has completed a refinancing move, issuing €85 million of new floating rate senior unsecured green notes due 2030 and confirming the unconditional early redemption of its initial €50 million green notes at 101.25% plus accrued interest, with settlement on 4 February 2026. This refinancing reshapes Cibus’ debt profile by replacing an earlier green bond with a larger, longer-dated issue, potentially enhancing financial flexibility and reinforcing its...
OM:ALFA
OM:ALFAMachinery

Alfa Laval’s Gulf Coast Service Bet Raises Fresh Questions About Its Competitive Edge (OM:ALFA)

Alfa Laval has expanded its La Porte Service Center on the U.S. Gulf Coast into a 5,000-square-foot hub for large-scale Welded Heat Exchanger service, featuring increased hook height and two 25-ton cranes to improve efficiency for energy, chemical, and process customers. The facility’s focus on advanced service capabilities and integrated sustainability measures highlights how Alfa Laval is aligning industrial support with environmental performance goals in a key U.S. region. We’ll now...
OM:EKTA B
OM:EKTA BMedical Equipment

Elekta (OM:EKTA B) Valuation Check After FDA Clearance For Evo CT Linac Entry Into US Market

Elekta (OM:EKTA B) has attracted fresh attention after its Elekta Evo CT-Linac received FDA 510(k) clearance, opening the door for U.S. adoption of its AI supported imaging and radiation therapy platform. See our latest analysis for Elekta. The FDA clearance arrives at a time when Elekta’s share price has a 90 day share price return of 20.20% and a 30 day share price return of 6.47%, while the 1 year total shareholder return of a 2.89% decline and 5 year total shareholder return of a 40%...
OM:EMBRAC B
OM:EMBRAC BEntertainment

Embracer Group (OM:EMBRAC B) Valuation Check As Lee Guinchard Steps Up As Chief Operating Officer

Embracer Group (OM:EMBRAC B) has appointed long time games and entertainment executive Lee Guinchard as Chief Operating Officer, expanding his remit as the company reshapes itself into Fellowship Entertainment and refines how it uses key franchises. See our latest analysis for Embracer Group. Guinchard’s appointment comes after a difficult period for investors, with the share price at SEK 49.21 and a 90 day share price return showing a 52.24% decline, while the 1 year total shareholder return...
OM:SHOT
OM:SHOTHospitality

Is Scandic Hotels Group’s (OM:SHOT) Tromsø Mixed-Use Lease a Template for Capital-Light Expansion?

Scandic Hotels Group has announced plans to open a second Scandic Go hotel in Norway, a 170-room property in a new mixed-use building in central Tromsø under a long-term lease with Nordlyskvartalet AS, with construction scheduled to start after summer 2026 and opening expected in 2028. This project will make Tromsø the first non-capital city to host all three of Scandic’s brands and further embeds the company’s Nordicwan Ecolabel-focused approach to hotel operations, including the use of...
OM:SAAB B
OM:SAAB BAerospace & Defense

Did Polish SIGINT Ship Launch and Swedish RWS Order Just Shift Saab's (OM:SAAB B) Investment Narrative?

In January 2026, Saab marked the launch in Gdansk of Poland’s second and final DELFIN programme SIGINT ship, ORP Henryk Zygalski, and also reported a SEK 1.50 billion Trackfire Remote Weapon Station order from the Swedish Defence Materiel Administration, with deliveries scheduled for 2026–2028. Together, these projects highlight Saab’s role at the centre of European defence modernisation, spanning advanced maritime intelligence platforms and anti‑drone‑capable remote weapon systems for both...
OM:BESQAB
OM:BESQABConsumer Durables

European Growth Stocks With Strong Insider Ownership

As Europe’s markets show resilience with the pan-European STOXX Europe 600 Index rising by 0.77%, supported by solid economic data and earnings results, investors are increasingly focusing on growth opportunities within the region. In this context, companies with high insider ownership can be particularly appealing, as they often indicate a strong alignment between management and shareholder interests, which can be crucial in navigating mixed market conditions.