The past few years have been challenging for Enento, as weaker demand for consumer credit information due to structural changes in the Swedish market has driven down revenue and results. At the start of this year, the company returned to growth after a two-year downward trend and, despite the still somewhat cloudy outlook for the Swedish market, we expect the company to continue growing in the coming quarters and years.

Although the Q1 result was a clear disappointment in terms of profitability, the market has finally started to pick up. This increases our confidence in the earnings improvement we forecast, and if the earnings improvement materializes, the stock looks attractive. 

Pharma Equity Group: Introduktion en ny vækststrategi med fokus på diversificeret Life Science-portefølje og styrket governance.

Verve’s revenue guidance for 2025 was above our pre-Q1 estimates, although the implied margin (at the midpoint) was a bit soft due to target investments to expand the sales organization

Recent developments in Hexicon’s project portfolio have been mixed, in our view. While we view the recent divestment as positive, as they reduce the financing risk somewhat and indicate confidence in the company’s ability to divest early-stage projects successfully, the progress of the divestment of the important MunmuBaram project seems to be slower than earlier anticipated. In our view, the company needs additional capital in the coming month, forcing Hexicon to explore other financing options on uncertain terms. Against this backdrop, we believe the near-term risk/reward is unfavorable. Therefore, we reiterate our Sell recommendation and keep our target price of SEK 0.20 per share unchanged.

Fremtiden med selvkørende biler rykker tættere på. Men hvad betyder det for selskaber som GreenMobility? Og hvordan skal samkørsel og delebiler positionere sig, når teknologien for alvor slår igennem. Vi satte os ned med GreenMobilitys CEO, Kasper Gjedsted, for at tage et kig ind i fremtiden – og høre, hvordan han ser markedet udvikle sig, når førerløse biler bliver en realitet

We have updated our investment case one-pager on WindowMaster following the recent positive share price development and momentum in the construction and building sector.

In our opinion, GRK, which was listed in April, is one of the best in its industry. Although growing earnings in the short term from the high level achieved at the end of Q1 is not easy, we think the stock is unfairly underpriced, especially with EV multiples that take into account the very strong balance sheet.

Efter at alle banker i vores peer group af mindre og mellemstore danske børsnoterede pengeinstitutter har aflagt regnskab for 1. kvartal 2025 har vi opdateret vores one-pager på Skjern Bank.

Foamit Group, a foam glass production company, has become central to the strategy of the investment company Partnera.

Dagens aktienyheder med GreenMobility, North Media, Føroya Banki og Columbus

The agreement announced by Tecnotree on Monday clearly supports the company's growth outlook for the coming years. Although the agreement supports cash flow potential, we expect cash flows from it to be repatriated only in the distant future.

Solwers published its mixed Q1 business review this morning. Revenue was slightly better than expected, and the organic decline at the end of the year was overcome.

Efter at alle banker i vores peer group af mindre og mellemstore danske børsnoterede pengeinstitutter har aflagt regnskab for 1. kvartal 2025 har vi opdateret vores one-pager på Føroya Banki.

Read the latest North Media one-pager following its Q1 2025 interim report, which includes a brief description of North Media, valuation perspectives relative to a peer group, and several key investment risks and investment reasons.

Yesterday, Columbus announced the completion of its strategic review. The Board of Directors concluded that a potential change in ownership would not yield a satisfactory premium, primarily due to volatility in global financial markets driven by increased macroeconomic uncertainty. However, the current slowdown in M&A transactions could present new acquisition opportunities for Columbus, which aligns with the company's growth strategy, ‘New Heights’, also focusing on growth through acquisitions. We have updated our investment case one-pager, including an updated overview of the peer group of Nordic-listed IT services and consultancy companies.