In this equity research report, analysts Daniel Leksell and Marcus Oscarsson take a closer look at LumenRadio, a Swedish company that offers wireless communication technology. The Company’s technology enables physical devices to communicate through an Internet of Things (IoT) solution that replaces the need for cables in critical business operations.
In this equity research report, analysts Axel Agardh and Emil Anttila present an analysis of Hove A/S, the Danish frontrunner in lubrication solutions and pumps for industrial applications, with a keen focus on wind turbines. Hove commands a 40% market share in a niche, expanding market and is now poised to extend its reach into new territories and sectors.
In this company overview, analyst Lukas Forsman present a complete overview of the Swedish infrastructure services company Infrea. With its extensive service offering and expert execution, Infrea has established itself as the reliable and obvious contractor within the infrastructure construction sector.
In this equity research report, analysts Vilhelm Bornefalk and Mary Darbinyan, take a closer look at Måsøval, a Norwegian salmon farming company. Since a tax proposition by the government on farmed salmon the share prices of the entire industry went down, and the unjustifiable regulatory risk still lingers over Måsøval despite industry leading margins.
In this pitch deck, analysts Cassandra Åstenius and Lukas Andersson present a thorough evaluation of Marimekko, grounded in its stronghold within the global design and textile sector. Deploying a holistic blend of valuation techniques — including DCF analysis, peer benchmarking, precedent transactions, and a structured LBO framework — the analysts derive a target valuation for Marimekko between EUR 417-565 million.
In this company overview, financial analysts Benjamin Holmén and Felix Johansson present their view of Nordic Paper. Nordic Paper is a Swedish stock-listed paper company and has a rich legacy of producing high-quality paper products with a strong commitment to sustainability.
In this financial analysis report, analysts Erik Mellander Wallin and Viktor Bergqvist take a closer look at Norditek Group, a company providing system solutions to the waste management sector in Sweden. The analysts estimate a revenue CAGR of 16.3% from 21/22A to 27/28E.
In this equity research report, analysts Emil Ragnartz and Jacob Grimbrandt take a closer look at Reach Subsea, a Norwegian company that offers subsea Inspection, Maintenance, and Repair services for the offshore energy sector. With the coming upcycle in the offshore energy sector and investments in more efficient technique, revenue is estimated to grow at a CAGR of 11.7% and EBIT margin expected to rise from 9.1% to 15.1% by 2027.
In this financial analysis report, analysts Philip Höglund and Caroline Danielsson take a closer look at ContextVision, the world-leading medical imaging company and the sole independent image analysis and enhancement software supplier. Following a spin-off of the Company’s cost burden division within digital pathology last year, thus the Analysts believe that the market seems to miss ContextVision’s highly profitable core business in medical imaging.In this financial analysis report, analysts Philip Höglund and Caroline Danielsson take a closer look at ContextVision, the world-leading medical imaging company and the sole independent image analysis and enhancement software supplier. Following a spin-off of the Company’s cost burden division within digital pathology last year, thus the Analysts believe that the market seems to miss ContextVision’s highly profitable core business in medical imaging.
In this financial analysis report analysts Gustav Hilmersson and Anton Saleem Almgren take a closer look at Odfjell Technology, a well-established player in the oil and gas energy industry that provides a wide range of services of oil platforms, including well services, drilling operations and projects & engineering. The analysts estimate a 2023-2027E CAGR of 15.7% and an EBIT margin expansion from 8.0% to 11.4% in 2024E, stemming from expected increases in crude oil prices.
