OM:ALFA
OM:ALFAMachinery

Did the Hanwha Ocean Ammonia Partnership Just Shift Alfa Laval's (OM:ALFA) Energy Transition Story?

Hanwha Ocean Ecotech recently announced a partnership with Alfa Laval Korea to co-develop ammonia fuel systems for dual-fuel vessels, combining ammonia technology expertise and marine engineering capabilities. This collaboration marks a targeted push into alternative marine fuels, a sector that is attracting increasing attention as shipping decarbonization accelerates. We'll examine how Alfa Laval's entry into ammonia fuel systems with Hanwha Ocean Ecotech may influence its energy transition...
OM:BOL
OM:BOLMetals and Mining

Boliden (OM:BOL) Is Up 10.2% After Deutsche Bank Highlights Precious Metals Growth – Has the Outlook Shifted?

Deutsche Bank recently upgraded Boliden AB’s rating, citing renewed growth prospects and increased exposure to precious metals like gold and silver, following the company’s exit from a challenging operational period between 2023 and 2025. An important insight is that Deutsche Bank specifically called out expected improvements from expansion projects and precious metal revenues as significant drivers for Boliden’s outlook into 2026 and 2027. We’ll examine how Deutsche Bank’s renewed outlook,...
OM:SECT B
OM:SECT BHealthcare Services

Assessing Sectra (OM:SECT B) Valuation Following US Rollout and New AI Solution Unveiling

Sectra (OM:SECT B) is rolling out its built-in medical imaging reporting solution in the US, introducing new AI-driven features that streamline radiology workflows. This expansion positions the company for broader industry engagement and market interest. See our latest analysis for Sectra. Sectra’s latest US launch and lineup of AI-powered workflow tools add to a string of innovations that have drawn attention from both industry insiders and investors. While the recent 1-year total...
OM:SAAB B
OM:SAAB BAerospace & Defense

Did Poland’s Submarine Deal Just Shift Saab's (OM:SAAB B) European Defense Ambitions?

Poland has selected Saab to supply it with three submarines in a multi-billion-dollar deal aimed at bolstering its Baltic Sea defenses, marking Saab's first submarine export order since acquiring the division in 2014. This contract signals strengthened regional security ties and highlights Saab's expanding influence in the European defense sector. We'll explore how Saab's landmark submarine order from Poland may influence its future growth outlook and position within European defense...
OM:BIOA B
OM:BIOA BBiotechs

BioArctic (OM:BIOA B): Valuation Insights Following New Subcutaneous Leqembi Filing in Japan

BioArctic (OM:BIOA B) and its partner Eisai have filed a new drug application in Japan for a subcutaneous version of Leqembi, their Alzheimer’s treatment. This approach could allow patients to receive injections at home, based on positive Phase 3 data. See our latest analysis for BioArctic. BioArctic’s momentum has been picking up, with this year’s breakthroughs helping to drive a strong 45% year-to-date share price return and a 58% total shareholder return over the past year. Recent...
OM:SWED A
OM:SWED ABanks

Is Swedbank’s Share Price Surge Justified After Regulatory Clarity in 2025?

Wondering if Swedbank is a smart buy right now? If you're curious about whether the market is underestimating this bank, you're in the right place. Swedbank's stock has been on a strong run lately, climbing 4.7% over the past week and 53.5% in the last year. This signals growing interest, whether from optimists or bargain hunters. This momentum has been supported by recent headlines about regulatory clarity in Sweden, as well as positive shifts in the Nordic banking sector. Swedbank’s...
OM:NCC B
OM:NCC BConstruction

NCC (OM:NCC B) Valuation Spotlight After Winning Major Heleneholmsbadet Project in Malmö

NCC (OM:NCC B) is teaming up with Malmo Stadsfastigheter to construct the Heleneholmsbadet swim center in Malmo, under a turnkey contract worth around SEK 475 million. The project highlights NCC's ability to secure sizeable infrastructure deals. See our latest analysis for NCC. NCC’s momentum has been building over the past year, with the share price up 32.5% year-to-date and a robust 41% total shareholder return for investors in the past twelve months. News of the SEK 475 million...
OM:KINV B
OM:KINV BDiversified Financial

How Might Kinnevik's (OM:KINV B) Leadership Transition Test Investor Confidence in Its Long-Term Vision?

Kinnevik AB has announced that CEO Georgi Ganev will step down, remaining in his role for up to twelve months or until a successor is appointed. This transition marks a pivotal moment for Kinnevik, as executive changes often influence both leadership direction and investor perceptions. We’ll explore how the planned CEO departure could shape Kinnevik’s investment narrative amid heightened interest in executive stability. This technology could replace computers: discover 28 stocks that are...
OM:SKA B
OM:SKA BConstruction

Major US Contract Win and Leadership Appointment Could Be a Game Changer for Skanska (OM:SKA B)

In recent days, Skanska AB announced several major contract wins, including agreements to construct a US$256 million data center in the USA, a NOK950 million pumped-storage hydropower plant in Norway, and a €60 million highway upgrade in Finland, alongside the appointment of Pontus Winqvist as Chief Financial Officer and Executive Vice President, effective November 27, 2025. These developments highlight Skanska’s growing momentum in large-scale international infrastructure projects and...
OM:LUND B
OM:LUND BDiversified Financial

Strong Profit Growth Could Be a Game Changer for L E Lundbergföretagen (OM:LUND B)

L E Lundbergföretagen AB reported earnings results for the third quarter and nine months ended September 30, 2025, showing net income of SEK 2.48 billion and SEK 7.39 billion, respectively, both increasing from the prior year. The company also achieved higher basic earnings per share from continuing operations compared to the same periods last year, reflecting strong profit growth. We'll explore how this significant improvement in profitability shapes L E Lundbergföretagen's investment...
OM:CATE
OM:CATEReal Estate

Does Catena’s (OM:CATE) Push for Sustainable Leases Reinforce Its Competitive Edge in Logistics Real Estate?

ICA Fastigheter AB recently announced it has signed two eight-year lease agreements with Catena for logistics facilities at Logistics Position Ramlosa in Helsingborg, including a newly constructed, BREEAM Excellent-certified building and an existing space to be fitted with refrigeration amenities. This deal also sees Nowaste Logistics consolidating operations in the site’s largest facility, reflecting increasing tenant demand and a focus on environmentally certified logistics spaces. To...
OM:ACAD
OM:ACADConsumer Services

The Bull Case For AcadeMedia (OM:ACAD) Could Change Following New Shareholder Incentives and Dividend Policy

At its recent Annual General Meeting, AcadeMedia AB re-elected its board and auditor, approved a SEK 2.25 per share dividend, and resolved to implement long-term incentive and voluntary share redemption programs for the 2024/25 financial year. These shareholder-focused initiatives highlight a strong commitment to governance and capital allocation policies designed to align management and investor interests. We’ll explore how the new share redemption program could reinforce AcadeMedia’s...
OM:EQT
OM:EQTCapital Markets

Should You Reconsider EQT After Recent Gains and New Private Equity Deals?

Thinking about whether EQT stock is actually good value right now? You are not alone, and we are about to tackle that very question directly. After climbing 4.1% in the past week and gaining 5.8% year-to-date, EQT’s share price suggests both renewed optimism and possible shifts in risk outlook. Recent news stories have spotlighted EQT’s continued investments and key deals in the private equity space, which may be influencing investor sentiment. These developments help explain the stock's...