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Our recommendation is mainly based on the earnings turnaround in the conventional cylinder business.

The acquisition aligns with HomeMaid’s strategy to consolidate the fragmented cleaning market and increase local density. However, given the size of the acquisition (<1% of 2026e revenue), it will only have a small positive impact on our estimates and valuation. We will incorporate the acquisition into our estimates by the latest in connection with the Q4 earnings release.

Admicom’s Capital Markets Day will be held on December 2, 2025 at 10 a.m. EET. In the event we will discuss our strategic development and direction for the future.

15:31

Antti Kumpulainen, CEO, talks about the digital bank Multitude as an investment. Multitude offers lending and online banking services to consumers, small and medium-sized businesses, and other fintechs overlooked by traditional banks.

UB's sales have picked up after a subdued start to the year, but the sales engine is still underpowered. A key challenge is the company's spearhead funds, whose sales are sluggish.

The stock's valuation is now extremely attractive through a sum-of-the-parts analysis but realizing this will require not only Easor's listing but also profitability improvements in international operations. Nevertheless, we believe the risk/reward ratio is very attractive. 

eQ's recent years have been difficult, and it has suffered badly from the challenges of Real Estate funds. However, the earnings bottom is likely to be at hand, and we expect a significant earnings improvement starting next year.

17:49

João Dolores, Group CFO, talks about Sonae as an investment. Sonae is an investment company listed in Portugal, with companies across multiple geographies and sectors – with retail at its core.

19:03

Hans Niemi, CEO of Sunborn International, presents the company’s business at Sijoittaja 2025.

2.1 MEUR prepayment strengthens liquidity and confirms backlog conversion is unfolding well.

16:29

Bhasker Kaushal, CEO of Kempower, presents the company’s business at Sijoittaja 2025.

23:47

Alexander Rosenlew, CEO, talks about Orthex as an investment.

With the transaction, KH Group completed its strategic transformation journey, and the availability of financing for its subsidiaries should improve.

We expect Apetit to provide more information soon on its efforts to improve the profitability of the acquired loss-making business.

Poland’s selection of A26 submarines could turn Saab’s smallest division into an important growth driver with multi-year visibility and higher, more stable profitability.