Xplora
In this fundamental analysis report, analysts Erik Sommerlou and Sam Drougge take a closer look at Xplora, Europe’s leading provider of senior phones and children’s smartwatches.
Category: R&A Reports
Ziff Davis
In this pitch deck, analysts Oskar Larsson, Antonio Sherwany, and Felix Burestedt present a comprehensive buyout assessment of Ziff Davis, a global portfolio of leading digital brands across Health & Wellness, Cybersecurity & Martech, Gaming & Entertainment, and Technology & Shopping.
First Group
In this pitch deck, analysts Jacob Löhr, Edvin Ganic, and Joséphine Lindestam present a comprehensive buyout assessment of FirstGroup plc, a leading UK public transport operator with market-leading positions across regional bus and rail services.
Note
In this fundamental analysis, analysts Axel Carlius and Erik Lennvald take a closer look at NOTE AB. NOTE is a Nordic electronics manufacturing services (EMS) provider transitioning from a cyclical, industrially-focused contract manufacturer into a key Nordic defense subcontractor with structurally higher margins.
Chemometec
In this fundamental analysis report, analysts William Wastenson and Neo Fuchs take a closer look at ChemoMetec, a Danish medtech company supplying cell counting instruments to pharmaceutical
and biotech companies. The share price has declined approximately 50% following a temporary US government shutdown and two subsequent guidance reductions, yet the recurring revenue base continued growing throughout.
Puuilo
In this fundamental analysis report, analysts Theodor Hedvall and Olle Fransson take a closer look at Puuilo, a Finnish discount retailer focused on DIY products, consumables and household goods. Despite structurally stronger profitability than Nordic retail peers, the Company trades at 13.9x EV/EBIT on 2028E estimates, below its historical average of 16.5x, which the analysts believe underestimates Puuilo’s long-term growth runway and margin potential.
Copart
In this pitch deck, analysts Michael Sedigh and Ville Nordmark present an investment case for Copart, the global leader in online salvage vehicle auctions. Recent share price weakness appears driven by concerns around softer U.S. insurance volumes and the view that the salvage market is becoming more mature. The thesis supports 30.5% upside to the target share price.
Sintercast
In this fundamental analysis report, analysts Esther Wärnsby and Gal Teyar take a closer look at SinterCast, a Swedish industrial technology company and the world’s leading supplier of high-volume Compacted Graphite Iron (CGI) process control systems. An equally weighted DCF and peer valuation yields a SEK 132 target price, corresponding to 26.5% upside.
CTT Systems
In this fundamental analysis report, analysts Isak Andersson and Viktor Komarek take a closer look at CTT Systems, a Swedish aerospace technology company developing and supplying active humidity control systems for commercial aircraft. Despite strong underlying demand, the CTT share price has been heavily pressured by distributor inventory effects, foreign exchange headwinds, institutional outflows, and broader concerns surrounding the aerospace industry.
I-tech
In this fundamental analysis report, analysts William Sjögren and Jakob Lewrén take a closer look at I-tech. The market has punished the company over exaggerated regulatory risks whilst underlying fundamentals and outlook remain strong.
An equally weighted DCF and relative valuation, where a 2027E EV/EBIT of 12x is applied, corresponds to an upside of 37.7%.