The key to the investment story would be for Kempower to be able to strengthen its market position in the coming years without a significant decline in margins.

Scanfil has acquired SRX, an electronics manufacturer based in Australia and Malaysia, for a purchase price of 23 MEUR. This is a minor acquisition for Scanfil, and it can be financed from the company's cash resources.

The operating profitability levels of Finnish meat processors Atria and HKFoods have been on a favorable trajectory this year, and both raised their earnings guidance during the third quarter.

Solar foods announced on Wednesday that a total of 51,942 new shares have been subscribed for under the 1/2023 and 1/2024 stock option plans.

Aiforia’s growth continues and a positive news flow is expected from the company, especially on the sales front, but also on regulatory approvals progressing in Europe.

Mandatum has announced that it has completed the sale of an insurance portfolio to If, as agreed last year.

Ahead of Inderes’ Q3 report, we make small downward estimate revisions due to softer August sales data than we expected. Despite market headwinds (companies leaving the exchange), the number of new research coverage initiations has been good. We see no material changes to the case, in which higher multiples would require further evidence of conquering the Swedish market. Our fair value range remains unchanged at EUR 19-21.

Infrastructure builder Kreate has been one of the strongest growing and most profitable companies in its sector. Kreate's above-market growth has been driven by its expertise in demanding infrastructure construction projects and the company's success in executing these projects has given it a good market position in its field.

The target market for Kesko's grocery business and Tokmanni and Lindex' department store business grew by 3% in August. Food was the main contributor to trade growth, up almost 5%, while consumer goods were down 1%.

The opportunities offered by digital services and modernization were the two spearheads of KONE's Capital Markets Day and will underpin growth and profitability in the coming years.

Tencent’s investment came as something of a surprise to us, and would suggest that Remedy may be funding most of the Condor project itself.

The announced milestone sale is to the National Institutes of Health (NIH), a medical research center within the U.S. Department of Health and Human Services. According to the release, the Nevisense device will be used to conduct research on the microbiome and its interactions in atopic dermatitis (AD), exploring how the microbiome may unearth new treatments for AD.

The increase in the 2024 EBIT guidance shows that the efficiency investments made by the company are bearing fruit.