In this equity research report, analysts Sebastian Brock and Joséphine Lindestam take a closer look at Midsona AB, a Swedish manufacturer of healthy and sustainable foods. Following several years of acquisition-driven growth under prior management, weak brand development and deteriorating market conditions significantly pressured margins, leading to a re-rating of the stock. As a result, Midsona is currently priced as if no operational improvement will occur.
In this fundamental analysis report, analysts Emelie Jönsson and Emil Liljeborg take a closer look at Tokmanni Group Oyj, a Nordic discount retailer operating stores in Finland, Sweden and Denmark. Weak profitability in 2025 and a cancelled dividend have driven the stock to a historical low valuation of 6.4x adjusted EV/EBIT for 2027. However, future financials are supported by a margin-accretive
shift in product assortment and significant joint purchasing synergies with the newly integrated Dollarstore.
In this pitch deck, analysts Gustav Wisenius, Gustav Bartholdsson, and Oscar Isacsson present the investment case for B&M European Value Retail. With continued capital returns and a re-rating supported by fundamental outperformance, the base case implies 115% total upside and a clear path to multiple re-rating in the coming years.
In this equity research report, analyst Viking Svensson take a closer look at the Danish company Freetralier (FREETR).
Equity research report on Nobina by analysts Daniel Frändegård and Simon Malmgren.
Equity research report on Nobina AB by Lukas Olin & Christopher Sendelbach Gille.
Equity research report on Bahnhof AB by David Raso and Magdalena Johansson.
