TORM var i midten af august aktuelle med regnskab for 2. kvartal 2024, der viste at det positive momentum fra starten af året er fortsat ind i det seneste kvartal. Vi tog derfor en snak med CFO i TORM – Kim Balle, om hvad der har drevet den stærke udvikling i halvåret, ligesom vi blandt andet fik spurgt ind til selskabets udbyttepolitik, og de seneste tiltag i relation til ESG og bæredygtighed.

Dagens aktienyheder med Ascelia Pharma, GrønlandsBANKEN og Sampo

The company has secured approximately SEK 105 million in gross proceeds before issue costs. The issue was completed without guarantors.

Our latest Danske Bank One-pager including an updated peer group of Nordic listed peers. Read the One-pager to get an update on the recent development in Danske Bank, its progress in closing its valuation gap with its peers, updates on the key investment risks, key investment reasons, and its Forward ’28 Strategy.

Finnish listed IT services companies' organic revenue decline accelerated slightly, although the comparison period was already weak for several of them.

Dagens aktienyheder med Curasight, Skjern Bank og Sampo

Solwers: an industry consolidator in the field of technical consulting and design with 29 operational subsidiaries in Finland and Sweden. Growth strategy: more M&A’s on the agenda! Our current recommendation: Buy! Analyst Petri Gostowski summarizes.

Read the latest SKAKO one-pager update following the Q2 2024 results as the company moves beyond its sale of SKAKO Concrete from late 2023. The one-pager includes a brief description of SKAKO, an update to the market outlook, the latest financials, and valuation perspectives relative to a peer group. It also outlines several key investment risks and key investment reasons.

How do you find good buying opportunities in growing quality companies such as Vaisala and Hexagon, which almost always look expensive relative to their near-term performance? We believe these companies should be bought when the market fears the short-term effects of a weak demand cycle - in other words, a dip.

Dagens aktienyheder med DS NORDEN, MapsPeople og Ascelia Pharma AB

Today, MapsPeople announced a fully subscribed rights issue, implying that the company raises gross proceeds of DKK 36.025m. With the fully subscribed rights issue, the company is expected to invest in growth activities, including M&A.

Read the latest North Media One-pager, which includes a brief description of North Media, an update on the company's development in H1 2024, the latest financials, valuation perspectives relative to a peer group, and several key investment risks and key investment reasons.

We believe H&M’s demand has remained sluggish in Q3, while the company faces several headwinds on the gross margin. H2 is set out to be softer than we previously expected, and we lower our estimates for 2024-2025. Analyst Rauli Juva summarizes.

Gabriel Q3'23/24: Gabriel returned to growth in all three business units in Q3'23/24 with a rising gross profit margin as cost-cutting measures and productivity gains take hold. Read our latest report at Inderes.dk