Adgang til aktieinformation, aktienyheder, selskabsledelser og analytikere.

Der forventes et mellemår for Viafin Services væksthistorie, da der endnu ikke er set en opblomstring på det sen-cykliske marked. Selskabet genererer en stærk pengestrøm og et fremragende kapitalafkast selv i en svagere cyklus, og vi finder selskabet en attraktiv langsigtet investering.

In connection with the publication of BioPorto's annual report for 2025 and recent announcements, we have updated our investment case. 2025 was a year of strategic repositioning for BioPorto. Revenue grew 11% to DKK 40.3m, driven by 25% growth in US NGAL RUO sales to DKK 18.4m and the first ProNephro AKI distributor revenues of DKK 4.3m via Roche. The gross margin improved to 75% from 68%, while adj. EBITDA loss widened to DKK -76.5m (from -70.6m) as R&D costs increased to DKK 50.5m, driven by the adult clinical study. BioPorto ended 2025 with 44 active US hospitals and DKK 54.9m in cash following two private placements totalling approximately DKK 77m.

On 1 October 2025, Sampo announced that Lars Kufall Beck, COO at If P&C, would take over as new Group CFO as of 1 April 2026 succeeding Knut Arne Alsaker.

I dagens Morgenbørs ser vi ind i overvejende positive futuresmarkeder i Europa og USA. Situationen i Mellemøsten sætter fortsat retningen. Herhjemme fokus på bl.a. Bioporto.

Dagens aktienyheder 01/04-2026: Gabriel, Trifork og BioPorto

Lånenes nye trinmodel sænker renteudgifterne og styrker pengestrømmen, når gældsætningen falder.

Salgsprovenuet fra associerede selskaber styrker Q1-resultatet med cirka 1 MEUR.

Vi estimerer, at stigningen i olieprisen vil påvirke L&T's resultat allerede i 1. kvartal, og vi har derfor sænket vores estimat for selskabet.

Værdiforøgelsen ved handlen er baseret på forbedret rentabilitet.

Årlige besparelser på cirka 2,4 MEUR understøtter forbedringen af rentabiliteten.

Forhandlingerne, der sigter mod at reducere op til 270 medarbejdere, overraskede med deres omfang.

Prostatakræftmedicinen fortsætter sin sejrsgang.

Vi anser nyheden for bekymrende midt i en kritisk vækstfase.

Aftalen åbner muligheder for at udvikle koncernens medietilbud og krydssalg.

Handlen frigør kapital til opkøb inden for regnskabsbranchen.

In connection with the publication of SP Group's annual report for 2025, we have updated our investment case. 2025 was a mixed year for SP Group. Revenue grew 0.9% to DKK 2,948m after mid-year softness as customers postponed projects amid geopolitical uncertainty, forcing a guidance downgrade in July. However, the EBITDA margin improved to 20.2%, extending an 8.2 percentage point expansion since 2015, and Q4 2025 realised record revenue, and EBITDA. EBT was flat year-on-year at DKK 345m after absorbing approximately DKK 27m in US factory start-up and Ide-Pro acquisition costs. SP Group continued shareholder returns with DKK 4.0/share in dividends and a DKK 80m share buyback programme.