Talenom's Finnish core business continues to reliably generate strong cash flow, but investors doubt the sensibility of international growth. Profitability turnarounds in Spain and Sweden could also reverse the share price development.

I sin nye strategiperiode sigter Finnair mod rentabel vækst og styrkelse af non-ticket-indtægter, samtidig med at selskabet gennemfører en fornyelse af sin flåde af smalle fly.

We raise our target price for Scanfil to EUR 12.50 (was 11.50 €) on the heels of slightly increased long-term growth estimates. Following the robust progress of the share price over the past year, the positive earnings growth projected in our forecasts has already been factored into the share. In our view, this narrows Scanfil's short-term expected return, even though the long-term story remains quite attractive.

We believe revenue growth remained soft in H&M's Q2, driven by weak market data, reflecting softer consumer confidence and cold weather in April.

Oriola-aktien ser billig ud, men der er klare risici forbundet med både balancen og den operationelle drift.

We find the pricing still seems reasonable, considering our significantly raised earnings estimates and the expectation of substantial earnings growth.

KPY er i øjeblikket ved at skifte fra en traditionel balancesinvesteringsvirksomhed til en hybrid af en balancesinvesteringsvirksomhed og en fondsforvalter, da de rejser en ny kapitalfond og også sigter mod infrastrukturfonde.

Under opkaldet forud for den stille periode blev den seneste nedjustering diskuteret.

The revenue outlook for the next fiscal year exceeds 10 MEUR.

Virtually all of the company's key metrics developed in a more positive direction.

Kemira udstedte en nedjustering onsdag, hvilket skyldes en stigning i råvare- og transportomkostninger forårsaget af krigen i Iran.

We updated the impact of the share issue on our estimates, but operationally our assumptions remained unchanged.

Following Hafnia's Q1 2026 quarterly report, we have updated our investment case on the company. Our updated investment case covers the key investment reasons, risks, and valuation perspective relative to product tanker peers.

Sitowise announced yesterday that it is selling its Swedish technical consulting operations to Sweco.

Investorhistorien er baseret på en vellykket digital omstilling og tilpasning af den aftagende aktivitet.

Vi har opjusteret vores estimater for indeværende år, men balancesituationen forbliver stram.

Med opkøbene af Silmäasema og Hohde er Terveystalo ved at bevæge sig fra en stabil udbyttebetaler til en mere vækstorienteret retning.

Following Danske Bank's Q1 2026 interim report, we have updated our investment case on the company. Our updated investment case covers the key investment reasons, risks, and valuation perspective relative to peers across Nordic large-cap banking.

Auroora's compounder story is in its early stages, but the company's playbook for achieving ambitious targets is in order.