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I dagens Morgenbørs ser vi ind i små fald i de Europæiske futures afventede på FED. Herhjemme fokus på blandt andet Gubra, Lundbeck og Genmab.

Dagens aktienyheder med Gubra og Hafnia

The company will use the new 220 MEUR loan facility to repay two old loans.

I vores månedlige nyhedsbrev så vi ind et november hvor vi undgik en større korrektionen, og ind i et december, hvor FED kan bane vejen for et julemandsrally.

I dagens Morgenbørs ser vi ind i overvejende positive futures-markeder hvor kun Japan er i minus. Forholdsvis nyhedsfattigt i Danmark fra morgenstunden.

Enersense announced on Thursday that its noteholders' meeting had approved the company's proposal on amending the terms and conditions of its convertible notes.

Dagens aktienyheder med GreenMobility A/S

7:55

In connection with GreenMobility signing an LOI on 2,000 self-driving cars with Tensor, giving them preferential access to a scarce resource for future deployment, we spoke with CEO Kasper Gjedsted from GreenMobility to gain an understanding of the business case behind it.

We think the deal confirms NYAB's strong competitive position in the Swedish infrastructure market and also reduces the risk profile for our near-to-medium-term estimates.

10:34

In connection with GreenMobility signing an LOI on 2,000 self-driving cars with Tensor, giving them preferential access to a scarce resource, we took a walk around the car to understand the technology behind it with CBO Hugo Fozzati from Tensor.

Dagens aktienyheder med Vestjysk Bank og RTX

RTX var i sidste uge aktuelle med årsrapporten, og præsenterede i den forbindelse på vores platform i går. Se med her hvor CEO Henrik Mørck Mogensen og CFO Mille Tram Lux præsenterer årsregnskabet for 2024/25, forventningerne til 2025/26 samt de nye langsigtede ambitioner frem imod 2030.

Our recommendation is mainly based on the earnings turnaround in the conventional cylinder business.

I dagens Morgenbørs ser vi ind i overvejende positive futures-markeder i håbet om rentesænkninger senere i december. Herhjemme fokus på blandt andet ISS efter faldet i går.

Dagens aktienyheder 03/12-2025: Hafnia og ISS

The acquisition aligns with HomeMaid’s strategy to consolidate the fragmented cleaning market and increase local density. However, given the size of the acquisition (<1% of 2026e revenue), it will only have a small positive impact on our estimates and valuation. We will incorporate the acquisition into our estimates by the latest in connection with the Q4 earnings release.

Read the latest Hafnia One-pager update following the Q3 2025 results. The One-pager includes a brief company profile, a market update on product tankers, the latest financial performance, and valuation perspectives relative to peers. It also outlines key investment risks and reasons to consider for Hafnia. 

eQ's recent years have been difficult, and it has suffered badly from the challenges of Real Estate funds. However, the earnings bottom is likely to be at hand, and we expect a significant earnings improvement starting next year.