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.

Alexandrias første halvår har været meget stærkt, og vores estimater er steget markant. I forhold til de forhøjede estimater er aktien billig.

Som følge af kursfaldet er selskabets værdiansættelse (f.eks. 2026 P/E og EV/EBIT 9x) efter vores mening faldet til et attraktivt niveau.

Vi forventer, at regnskabsmeddelelsen vil vise en klar opjustering i de kommende år, men vi mener, at en betydelig del af denne udvikling allerede er indregnet i aktien.

In our view, the recently announced capital raise reduces the financing risks and should give the company the runway to execute its order backlog and help convert parts of its sales pipeline, at least in the short term.

The low valuation compensates for the very high level of risk.

Today, we publish our updated North Media A/S investment case following the Q1 2026 report. North Media delivered improved Q1 profitability with EBIT rising to DKK 4m and EBITDA up 72%, though management cut the top end of 2026 guidance on a weak start in SDR and BoligPortal. The stock continues to trade at a significant discount to peers, as the large securities portfolio results in a very low implied EV, leaving the operating business valued at close to zero.

Vi har taget højde for salget af Martelas flytteserviceforretning i vores estimater, hvilket har løftet vores rapporterede resultatestimat for indeværende år, men sænket de operationelle estimater.

The study will produce high-quality data on the safety of the Parkinson's disease drug candidate and preliminary data on its efficacy.

In connection with Curasight's Q1 2026 interim report, we have updated our Investment Case. Our investment case covers the key investment reasons, risks, and valuation perspectives.