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Analyst Comment

Dagens aktienyheder 08/05-2026: Sampo og Rovsing

By Victor SkriverEquity Research Assistant

I forlængelse af regnskabet for 1. kvartal 2026 fra Sampo tidligere på ugen har vores finske analytikerkollegaer i Inderes udsendt en opdateret analyse på selskabet. Vi har oversat den engelske analyse til dansk, så du her kan læse mere om hvad der har fået vores analytiker til at fastholde sin Akkumulér-anbefaling, og et uændret kursmål: https://www.inderes.dk/research/sampo-q126-flyvende-start-pa-aret

I forbindelse med Rovsings Q3-rapport og offentliggørelsen af fortegningsemissionen for regnskabsåret 2025/26 har vi opdateret vores investeringscase one-pager. Vores investeringscase dækker de væsentligste investeringsgrunde og -risici samt værdiansættelsesperspektiver. Læs One-pager analysen her her: https://www.inderes.dk/research/rovsing-one-pager-rights-issue-and-record-tender-activity-set-the-stage-for-the-next-cycle

Disclaimer: HC Andersen Capital modtager betaling fra de nævnte selskaber for en Digital IR abonnementsaftale. /Victor Skriver, kl. 08.58 d. 08/05-2026.

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Forum discussions

Here are Sauli’s comments on how Gjensidige’s refined estimate of the costs from the Danish court ruling came in significantly lower than previously...
6/15/2026, 5:57 AM
by Sijoittaja-alokas
36
OP published a list of potential profit warners this morning. Sampo made it onto the “Prerequisites for a positive profit warning” list, along...
5/25/2026, 6:45 AM
by Cadel
52
Tomi’s tweet about Sampo leaving the Nasdaq OMX Stockholm index and SSAB taking its place. https://x.com/zijoittaja/status/2058783464615280744
5/25/2026, 5:37 AM
by Sijoittaja-alokas
16
Absolutely! I have that on my to-do list. We’ll make a proper update on this before the holidays
5/18/2026, 7:02 AM
by Sauli Vilen
61
Hi @Sauli_Vilen ! It’s already been 5.5 years, but could you reflect on this “Sampo in 5 years” forecast of yours from August 2020?
5/18/2026, 6:50 AM
by Mika
22
I posted the original Swedish text here on the Forum’s Sampo thread, and then suddenly it turned into Finnish, containing that translation which...
5/12/2026, 6:12 AM
by PörssiPatruuna
35
I read the same analysis in Swedish, and that 6% refers to the dividend yield including buybacks (see below). Growth is also forecasted; the...
5/12/2026, 5:11 AM
by Timo Huhtamäki
38