OM:NCC B
OM:NCC BConstruction

NCC (OM:NCC B) Valuation After SEK1.4b Impairments And Ongoing Earnings Strength

NCC (OM:NCC B) has drawn investor attention after announcing impairment charges of about SEK 1.4b tied to commercial property and Norwegian tax assets, while also pointing to strong underlying earnings and solid order levels. See our latest analysis for NCC. The impairment news has arrived after a period where the share price has been relatively steady. The 30 day share price return is 4.73% and the year to date share price return is 2.45%, while the 1 year total shareholder return of 32.82%...
OM:BALD B
OM:BALD BReal Estate

Assessing Fastighets AB Balder (OM:BALD B) After The Link40 Logistics Joint Venture Announcement

Fastighets AB Balder (OM:BALD B) is in focus after teaming up with Next Step Group and Bockasjo AB to develop Link40, a large-scale logistics hub located between two of Sweden's biggest cities. See our latest analysis for Fastighets AB Balder. At a share price of SEK66.22, Fastighets AB Balder’s recent joint venture news arrives after a 10.6% 3 month share price decline and a 14.6% 1 year total shareholder return decline, while the 3 year total shareholder return of 14.2% points to longer...
OM:SLP B
OM:SLP BReal Estate

A Look At Swedish Logistic Property (OM:SLP B) Valuation After Recent Share Price Moves

Why Swedish Logistic Property is on investors’ radar today Swedish Logistic Property (OM:SLP B) is back in focus after recent share price moves, with the stock up around 3% over the past month but showing a small decline over the past 3 months. See our latest analysis for Swedish Logistic Property. At a share price of SEK41.8, Swedish Logistic Property has had a mixed year, with a 3.85% year to date share price return and a 4.5% total shareholder return over 12 months. The 3 year total...
OM:ESSITY B
OM:ESSITY BHousehold Products

Assessing Essity (OM:ESSITY B) Valuation After Stronger Margins Dividend Hike And Sustainability Awards

Essity (OM:ESSITY B) has been in focus after its Q4 2025 results showed higher profitability and margins across all segments, a proposed 6% dividend increase, and fresh sustainability recognition from CDP and EcoVadis. See our latest analysis for Essity. Essity’s shares have been under pressure in recent months, with a 7 day share price return of 5.99% and a 90 day share price return of 4.55%, while the 1 year total shareholder return of 5.56% contrasts with modest gains over three and five...
OM:EKTA B
OM:EKTA BMedical Equipment

What Elekta (OM:EKTA B)'s FDA Nod for AI CT-Linac and New Vice Chair Means For Shareholders

Elekta recently gained U.S. FDA 510(k) clearance for its Elekta Evo CT-Linac, making the AI‑enhanced radiation therapy system available to American clinics, and the company has also created a new Vice Chair of the Board role, appointing experienced director Tomas Eliasson. This combination of regulatory progress and governance enhancement highlights Elekta’s focus on expanding its oncology technology footprint while reinforcing board-level support for long-term value creation. Next, we’ll...
OM:SECT B
OM:SECT BHealthcare Services

How Sectra’s New TUM Imaging Contract Could Shape Sectra (OM:SECT B) Investors’ Outlook

Sectra announced that Germany’s TUM Klinikum Rechts der Isar has expanded its enterprise imaging solution with digital pathology and ophthalmology modules under a five-year contract, licensed for up to 300,000 examinations annually. This expansion underscores growing demand for unified imaging platforms that connect radiology, pathology, and ophthalmology to streamline workflows and support more integrated patient care. Next, we will explore how this expansion of Sectra’s enterprise imaging...
OM:AZA
OM:AZACapital Markets

How Investors Are Reacting To Avanza Bank Holding (OM:AZA) Record 2025 Earnings And Customer Growth

Avanza Bank Holding AB reported its fourth-quarter and full-year 2025 results, with quarterly net income of SEK 626 million and full-year net income of SEK 2,631 million, alongside higher full-year earnings per share than a year earlier. An interesting aspect of the release is that Avanza combined record full-year results with continued gains in customer satisfaction and a growing customer base despite challenging market conditions. We will now examine how Avanza’s record full-year earnings...
OM:BONEX
OM:BONEXBiotechs

Why Bonesupport Holding (OM:BONEX) Is Down 7.9% After Strong Double-Digit 2026 Sales Guidance - And What's Next

In January 2026, Bonesupport Holding AB issued earnings guidance indicating that fourth-quarter 2025 net sales are expected to reach SEK 313 million, representing 36.0% growth at constant exchange rates versus the prior-year period, and projected full-year 2026 sales growth above 35% at constant exchange rates. This guidance highlights management’s confidence in sustaining rapid revenue expansion, suggesting that underlying demand for Bonesupport’s products may be broad-based across its core...
NGM:PLEJD
NGM:PLEJDElectrical

A Look At Plejd’s (NGM:PLEJD) Valuation After Robust Full Year Earnings Release

Earnings trigger investor focus on Plejd Interest in Plejd (NGM:PLEJD) has picked up after the company reported its full year 2025 results, with higher sales, revenue and net income, and earnings per share that exceeded the previous year. See our latest analysis for Plejd. The full year earnings release appears to have coincided with strong momentum, with a 90 day share price return of 43.35% and a year to date share price return of 76.49%. Over a longer stretch, the 3 year total shareholder...
OM:ERIC B
OM:ERIC BCommunications

Ericsson (OM:ERIC B) 12% TTM Margin Surge Tests Bearish Earnings Decline Narrative

Telefonaktiebolaget LM Ericsson (OM:ERIC B) has wrapped up FY 2025 with fourth quarter revenue of SEK 69.3b and basic EPS of SEK 2.57, capping off a trailing twelve month net income of SEK 28.4b and EPS of SEK 8.53. Over recent quarters the company has seen revenue move from SEK 72.9b in Q4 2024 to SEK 69.3b in Q4 2025, while quarterly EPS shifted from SEK 1.43 to SEK 2.57 as trailing net profit margin reached 12% versus 0.01% a year earlier. This points to materially different earnings power...
OM:EQT
OM:EQTCapital Markets

EQT (OM:EQT) Margin Slippage In FY 2025 Tests High‑Growth Valuation Narrative

EQT (OM:EQT) has just posted its FY 2025 results with second half revenue of about €1.4b and basic EPS of €0.33, setting the tone for how investors assess the year. The company has seen revenue move from roughly €1.42b and EPS of €0.42 in the second half of 2024 to €1.27b and €0.29 in the first half of 2025, before landing at these latest figures. This puts the focus firmly on how margins are holding up through the year. See our full analysis for EQT. With the numbers on the table, the next...
OM:BOL
OM:BOLMetals and Mining

Assessing Boliden (OM:BOL) Valuation As Nautanen Copper Project Seeks EU Strategic Project Status

Boliden (OM:BOL) has applied to the European Commission to classify its Nautanen copper deposit as a strategic project under the EU Critical Raw Materials Act, which puts long term mine development firmly in focus for investors. See our latest analysis for Boliden. The Nautanen application lands at a time when momentum in Boliden's shares has been strong, with a 30 day share price return of 21.16% and a 90 day share price return of 44.81%. The 1 year total shareholder return of 76.60% points...
OM:FABG
OM:FABGReal Estate

What Fabege (OM:FABG)'s New SEK 750m Green Bond Means For Shareholders

Fabege AB (publ) recently completed a SEK 750 million floating rate senior green bond issuance, maturing in November 2028 and priced at 100% of par. The transaction strengthens Fabege’s funding capacity while underscoring its use of green financing instruments to support environmentally focused real estate activities. We’ll now examine how this green bond issuance shapes Fabege’s broader investment narrative, particularly around funding flexibility and sustainability positioning. The best AI...