Sampo continued its strong performance in Q2, and it is currently difficult to find any weaknesses in the company's operations.

Taaleri's strategy is currently progressing rapidly, and the Fintoil arrangement is an important concrete step in recycling the balance sheet and gradually restoring investor confidence.

Inderes had a good first half, with revenue growing 9 %, and EBITA margin improving to 11,4 %.

We expect the strong momentum from the start of the year to continue, with double-digit revenue growth driven primarily by acquisitions but also supported by a strong RUT market.

Solar Foods' H1 report was, in light of the figures, slightly weaker than we expected. However, in our view, the current share price does not fully reflect the company's improved financial position, the approaching sales permits for Solein, and the confirmed supply agreements for Factory 02.

Based on the data points provided by Remedy, we believe Control Resonant is on track to be a commercial success.

Inderes’ H1 demonstrated the underlying strength of the Finnish market, with solid growth as market headwind ends.

Following Danske Bank's Q2 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.

We expect positive macroeconomic trends in Finland to be reflected in Posti’s volumes, and we forecast earnings to be in line with those of the comparison period.

We estimate the company's revenue and earnings growth to have remained strong, reflecting the acquisitions made. We have made revisions to our estimates, reflecting the market situation, operational development, and acquisitions.

Suominen's Q2 result exceeded our expectations and outperformed the comparison period. However, earnings remain weak in absolute terms.

Digia's Q2 was again slightly softer than our estimates, as performance in Finland was weak. Internationally, things are going well. However, in our view, there is no major drama.

Harvia reported stronger-than-expected Q2 figures, driven by strong growth in North America.

CapMan's Q2 numbers were lacklucster, but the rapid progress in fundraising was critical for the earnings improvement in the coming years. If the earnings improvement materializes as estimated, the stock is cheap.

Following INVISIO's Q2 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/EU defense equipment, international defense communications, and audio/hearing protection.

Toivo's performance has been strong in recent years in a difficult market, and we are confident in the earnings growth opportunities in the coming years as the housing market situation gradually improves.

The effects of African swine fever are expected to remain moderate.

Biohit's reported earnings were excellent, but cash flowed out of the company in the first half of the year.

Enersense will publish its Q2 results on August 13 at around 8:30 am EEST.