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Aallon Group has good prerequisites to continue acquisition-driven earnings growth, even though the AI transformation creates uncertainty over the long-term outlook.
Following Torm's Q2 2026 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 product tanker peers.
Desenio Group on ruotsalainen edullisen seinätaiteen, kuten julisteiden, canvas-taulujen, kehysten ja siihen liittyvien lisävarusteiden, suoraan kuluttajille myyvä verkkokauppayhtiö.
Following Hafnia's Q2 2026 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 product tanker peers.
Incap launched a substantial share buyback program in August. From a capital allocation perspective, we consider this move wise when taking into account the company's overall picture and other capital allocation alternatives.
Rusta is a Nordic discount retailer that sells a wide range of home, seasonal, leisure, and consumable goods primarily to private consumers (B2C) via department stores and e-commerce in Sweden, Norway, Finland, and Germany.
In connection with the publication of GomSpace's Q2 2026 Interim Report, we have updated our investment case, which covers investment reasons and risks as well as valuation perspectives.
In connection with Curasight's Q2 2026 interim report, we have updated our Investment Case. Our investment case covers the key investment reasons, risks, and valuation perspectives.
Given that the share price has fallen by roughly 35% since our last update, we believe the risk/reward has become more favorable, with the company now trading in the lower end of our fair value range.
Eltel's landmark Telenor Norway win strengthens the investment case and lifts our estimates, but after an ~18% re-rating, the good news now looks largely priced in.
Following WindowMaster's half-year report for 2026 and the decision to divest the subsidiary Climatic A/S, we have updated our investment case. The update covers the key investment reasons, risks, and valuation perspective relative to peers exposed to the construction and materials sector as well as the ventilation and building tech sector.
