OM:SWED A
OM:SWED ABanks

Swedbank (OM:SWED A) Valuation Check After Special Dividend Proposal And Net Income Decline

Swedbank (OM:SWED A) has drawn fresh attention after its full year 2025 results, pairing a year over year decline in net income with a proposed ordinary and special dividend totaling SEK 29.80 per share. See our latest analysis for Swedbank. The dividend proposal and fresh earnings numbers arrive alongside a strong run in the shares, with the latest share price at SEK346.7 and a 30 day share price return of 6.55%. Over the past year, Swedbank has delivered a 56.88% total shareholder return...
OM:BIOA B
OM:BIOA BBiotechs

How Investors Are Reacting To BioArctic (OM:BIOA B) As Leqembi Seeks EU Monthly Dosing Approval

Eisai recently asked European Union regulators to approve a monthly intravenous maintenance dosing regimen for Leqembi in early-stage Alzheimer’s patients, following an initial 18‑month period of biweekly infusions. This move aligns the EU treatment schedule with those in the US, UK and China, potentially improving treatment practicality and BioArctic’s royalty and milestone prospects under its partnership with Eisai. Next, we’ll examine how the push for a monthly Leqembi dosing regimen...
OM:EPRO B
OM:EPRO BMachinery

Should Softer 2025 Earnings and Steady Dividend Policy Require Action From Electrolux Professional (OM:EPRO B) Investors?

Electrolux Professional AB reported its full-year 2025 results on 29 January 2026, with sales of SEK 12,169 million and net income of SEK 736 million, down from the prior year, and basic earnings per share from continuing operations of SEK 2.56 versus SEK 2.79. Alongside these softer financials, the company proposed an annual dividend of SEK 0.90 per share, signaling continued shareholder distributions despite lower earnings. We will now examine how the combination of softer earnings and a...
OM:BALD B
OM:BALD BReal Estate

A Look At Fastighets AB Balder’s Valuation After The Link40 Logistics Joint Venture And Green Bond Offering

Fastighets AB Balder (OM:BALD B) has moved into focus after agreeing a joint venture to develop the large Link40 logistics hub outside Gothenburg, alongside partners Next Step Group AB and Bockasjo AB. See our latest analysis for Fastighets AB Balder. These developments come as the share price sits at SEK67.04, with a 1 year total shareholder return of 15.35% decline, in contrast to a 3 year total shareholder return of 12.8%. This suggests that longer term holders have seen some recovery even...
OM:BILL
OM:BILLPackaging

Billerud (OM:BILL) Margin Compression To 1.8% Tests Bullish Growth Narrative

Billerud (OM:BILL) has wrapped up FY 2025 with fourth quarter revenue of SEK 9.1b and basic EPS of SEK 1.22, setting the tone for a year that swung from loss to profit at the quarterly level. Over recent periods, the company has seen quarterly revenue move from SEK 11.6b and EPS of SEK 3.24 in Q4 2024 to SEK 11.1b and EPS of SEK 1.67 in Q1 2025, SEK 10.4b and EPS of SEK 0.22 in Q2, and SEK 9.9b and an EPS loss of SEK 0.25 in Q3, before landing at the latest Q4 result. This leaves margins...
OM:KAR
OM:KARInteractive Media and Services

Assessing Karnov Group (OM:KAR) Valuation After Launch Of New Share Buyback Program

Why Karnov Group’s new buyback matters Karnov Group (OM:KAR) has started repurchasing its series A shares under a SEK 500 million buyback running from January 12 to February 11, 2026, after shareholder approval at an Extraordinary General Meeting. The mandate allows the company to buy back up to 4.99% of its issued share capital, with a stated goal of optimizing its capital structure and potentially improving value for remaining shareholders over time. See our latest analysis for Karnov...
OM:SKF B
OM:SKF BMachinery

AB SKF (OM:SKF B) Margin Compression Challenges Bullish Earnings Growth Narratives

How AB SKF's FY 2025 Numbers Set Up the Next Chapter AB SKF (OM:SKF B) closed FY 2025 with fourth quarter revenue of SEK 21.97b and basic EPS of 1.25 SEK, and for the trailing twelve months it booked SEK 91.58b of revenue and basic EPS of 8.62 SEK as the share price sits at SEK 232.6. Over the recent reporting periods, quarterly revenue has moved from SEK 24.73b in Q4 2024 to SEK 21.97b in Q4 2025, while quarterly basic EPS shifted from 3.31 SEK to 1.25 SEK across the same span, giving...
OM:ENEA
OM:ENEAIT

Enea (OM:ENEA) Margin Compression Challenges Bullish Earnings Growth Narrative

FY 2025 earnings snapshot Enea (OM:ENEA) has wrapped up FY 2025 with Q4 total revenue of SEK238.7 million and basic EPS of SEK2.21, alongside trailing twelve month figures of SEK900 million in revenue and SEK2.53 in EPS. Over recent quarters, revenue has moved between SEK212.5 million and SEK251.6 million, while quarterly EPS has ranged from a loss of SEK0.94 to a profit of SEK4.71. This sets up a mixed picture on profitability and puts the focus firmly on how margins are evolving. See our...
OM:PLAZ B
OM:PLAZ BReal Estate

Platzer Fastigheter Holding (OM:PLAZ B) Q4 Interest Coverage Risk Challenges Bullish Earnings Narrative

Platzer Fastigheter Holding (OM:PLAZ B) has wrapped up FY 2025 with fourth quarter revenue of SEK 438 million and basic EPS of SEK 2.58, against a current share price of SEK 74.40. The company has seen quarterly revenue sit in a tight range between SEK 431 million and SEK 445 million through 2025, while basic EPS has swung from a small loss of SEK 0.05 in Q2 2025 to SEK 1.75 in Q3 and SEK 2.58 in Q4, with trailing twelve month EPS at SEK 5.83 on revenue of SEK 1.75b. Overall, the latest...
OM:BEIJ B
OM:BEIJ BTrade Distributors

Beijer Ref (OM:BEIJ B) Q4 EPS Slowdown Tests Bullish Growth Narratives

Beijer Ref (OM:BEIJ B) has just wrapped up FY 2025 with fourth quarter revenue of SEK8.3 billion and Basic EPS of 0.64 SEK, against trailing twelve month revenue of SEK37.1 billion and EPS of 4.59 SEK. The company has seen quarterly revenue range from SEK8.3 billion to SEK10.2 billion in 2025, with EPS moving between 0.64 SEK and 1.56 SEK, giving investors a clearer view of how earnings power shifts through the year while margins remain stable. See our full analysis for Beijer Ref. With the...
OM:CAST
OM:CASTReal Estate

How Castellum’s Infinity Hagastaden Lease and UBS Backing May Shape Castellum (OM:CAST) Investors

In late January 2026, Castellum announced a 15-year lease for approximately 24,000 square metres at its Infinity project in Hagastaden, Stockholm, with construction having started in autumn 2025 and completion targeted for late 2027, while the unnamed tenant retains an option to halve the space and shorten the term by mid-2026. On the same day, UBS issued an upbeat research view on Castellum’s repositioning under CEO Pål Ahlsén, highlighting portfolio reshaping efforts and an ambition to...
OM:SECT B
OM:SECT BHealthcare Services

How Investors May Respond To Sectra (OM:SECT B) Winning Expanded Imaging Contract At Major German Hospital

TUM Klinikum Rechts der Isar in Germany has expanded its use of Sectra’s enterprise imaging solution, signing a five-year contract in Sectra’s fiscal Q3 2025/2026 to add pathology and ophthalmology modules licensed for up to 300,000 examinations per year. This extension underscores how Sectra’s unified imaging platform is being adopted across additional clinical disciplines to support efficiency, collaboration, and lower operational costs in large hospital settings. Next, we will examine how...