I forbindelse med offentliggørelsen af GreenMobility's Q1 2026 trading statement har vi opdateret vores investeringscase med de seneste regnskabstal samt aktiekurser.
After the company issued a technical profit warning yesterday related to the closure of the Pudasjärvi frozen pizza factory, we lowered our reported earnings estimates for the current year.
YIT har de seneste år lidt under et byggemarked, der er ramt af flere kriser, især i Finland. Selskabet har dog fortsat med at implementere et indtjeningsvendepunkt i de kontraherende segmenter og har rettet vækstinvesteringer mod boliger uden for Finland. Vores standpunkt er, at selskabet vil komme stærkere ud af den nuværende økonomiske situation, og vi forventer en klar indtjeningsvækst i estimatperioden. Prissætningen ser dog stadig stærkt ind i fremtiden og levner ikke plads til at afvige fra vejen mod rentabel vækst. Vi gentager vores Reducér-anbefaling på YIT, men justerer kursmålet til 3,0 EUR (tidligere 2,9 EUR).
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I regnskabsmeddelelsen fokuserer vi især på konkurrencesituationen på mobilmarkedet, og om snakken i begyndelsen af året om en aftagende konkurrence har afspejlet sig i en beroligelse af prispresset og kundeskiftet.
Vi har hævet vores Q1-estimater på baggrund af stærkere trafikdata end forventet, og vi estimerer, at det operationelle resultat er forbedret markant år-til-år.
Vi har sænket vores estimater for Alisa Bank for de kommende år, da vi mener, at de seneste nyheder peger på en vækstvending, der stadig skrider langsomt frem.
Sanoma's earnings growth outlook for the coming years is very good, as curriculum reforms are being implemented in the major operating countries for Learning, which has a strong market position in the European learning materials market, and the segment's efficiency has increased through operational improvements.
Inderes' revenue from January and February totalled EUR 2.9 million. CEO Mikael Rautanen commented that 2026 has started in line with expectations as recurring revenue has grown well, driven by the software business, while the volume of IR events in January and February was below the comparison period.
In connection with the publication of Pharma Equity Group's annual report for 2025, 2026 guidance and ongoing clinical developments, we have published our investment case.
Our investment case covers the key investment reasons and risks and valuation perspectives.
PEG's investment case centres on de-risking its pipeline through clinical progress and strategic partnerships, while diversifying into revenue-generating assets through its expanded Life Science consolidator strategy. The drug repositioning approach — repurposing previously approved active pharmaceutical ingredients for new therapeutic applications — aims to reduce clinical risk relative to de novo drug development, and the out-licensing model post-Phase II is designed to limit capital requirements and execution risk.
In our view, the investment case hinges on management proving it can convert a higher share of its profits into cash, sustain operational improvements, and deliver on 2026 guidance.
