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HomeMaid announced on Friday that its CEO, Stefan Högkvist, has sold 280,000 shares (at SEK 29 per share) in the company. The total value of the transaction amounted to 8.1 MSEK. Following this transaction, Stefan Högkvist’s holding in HomeMaid amounts to 155,000 shares (~0.8% of outstanding shares) and call options corresponding to 350,000 shares.

Yesterday, GreenMobility raised its 2025 guidance for both revenue and EBITDA for the fourth time this year, driven by stronger-than-expected revenue development. We have updated our One-pager analysis with the upgraded 2025 guidance and latest price movements.

Inderes delivered solid monthly sales in November with sales increasing by 15% y/y. The strong growth owes to improved CMD activity. The sales beat our estimate by EUR 0.2m, which was the case also in October. Consequently, after two months of reporting in Q4 the sales run-rate is some EUR 0.4m above our current projection. Our positive read-x is also supported by the fact that Inderes has managed to win CMDs also in Sweden.

WindowMaster has started to implement the 100:1 reverse share split meaning that 100 existing shares will be combined into one new share.

We have reviewed our estimates following Sanoma's Capital Markets Day and updated financial targets.

I dagens Morgenbørs ser vi ind i endnu en positiv dag på de europæiske futures og positive globale markeder efter FED møde. Herhjemme fokus på blandt andet FLS, Bavarian og fedme aktier.

37:35

In this interview, we sit down with Verve Group’s CEO Remco Westermann reflecting on 2025 and the path forward.

However, with the valuation decrease due to the recent around 10% price drop (2026e: P/E 12x), we feel the expected return has improved and risen slightly above the required return. In our view, Scanfil also offers an attractive investment story of profitable growth in the longer term.

Dagens aktienyheder med Flügger, Wirtek og BioPorto

The game will be released in 2026, which is earlier than our current forecast (H1'27).

We believe this new brand partnership is a positive addition to Spinnova's network of partners and will support the long-term outlook for demand of fiber produced using the company's technology. However, we do not believe that the agreement will have a significant financial impact in the near future. Reducing technology investment and production costs and identifying technology investment partners continue to play a key role in the company's commercialization efforts.

Of the 35 MEUR convertible bond financing, 25 MEUR has now been drawn.

Flügger will publish its Q2 2025/26 results on Friday, December 12. We maintain our forecasts, which were updated following the solid Q1 performance, where strong growth in Poland continued, and Sweden also saw a growth acceleration, while Danish revenues remained flat. For Q2, we continue to expect a balanced performance with modest group revenue growth supported by strong International momentum and favourable FX tailwinds, while Denmark executes its shift of production output from builders’ merchants back towards Flügger’s (higher margin) own brands.

We continue to see strong long-term growth and value creation potential for the company, and the share valuation has moderated as well.

31:45

Jukka Tapaninen, CEO, talks about medical software company Aiforia as an investment.

I dagens Morgenbørs ser vi ind i flade europæiske futures, Oracle skaber usikkerhed om AI. Herhjemme fokus på blandt andet Nilfisk der har fået et overtagelsesbud og Zealand (CMD).

Dagens aktienyheder med GreenMobility A/S

Scanfil announced on Tuesday evening that it had completed the acquisition of US electronics contract manufacturer ADCO Circuits. We believe ADCO is a good strategic fit for Scanfil, and the valuation of the arrangement is also moderate, so the value creation potential of the rather small transaction seems promising.