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Momentum investing has once again captured investors' interest, thanks to the AI boom. The strategy is based on a simple observation: shares that have performed well in the recent past often continue their strong development in the medium term.
Eurozone inflation accelerated to 3.2% in May from 3.0% in April, as energy costs and service prices rose sharply. The figure published by Eurostat on Tuesday reinforces expectations of an interest rate hike by the European Central Bank later this month.
In our view, the raise lowers short-term financing risks by securing working capital needs for ongoing customer projects and enabling the repayment of temporary project financing.
Vi har beaktat försäljningen av Martelas flyttjänstverksamhet i våra estimat, vilket höjde vårt rapporterade vinstestimat för innevarande år, men sänkte de operativa estimaten.
Today, we publish our updated North Media A/S investment case following the Q1 2026 report. North Media delivered improved Q1 profitability with EBIT rising to DKK 4m and EBITDA up 72%, though management cut the top end of 2026 guidance on a weak start in SDR and BoligPortal. The stock continues to trade at a significant discount to peers, as the large securities portfolio results in a very low implied EV, leaving the operating business valued at close to zero.
Last week was a mixed one for the European and US stock markets. Nasdaq Helsinki declined for a change, but the US markets again targeted new highs. Two themes continue to recur in the markets: the effects of the Middle East conflict and the momentum of AI stocks. The price of oil decreased by 18% in May, which has been reflected in the market. In many AI stocks, nervousness seems to have turned into a hybrid loan.
In connection with Curasight's Q1 2026 interim report, we have updated our Investment Case. Our investment case covers the key investment reasons, risks, and valuation perspectives.
Donald Trump's second term has entered a new phase, where responsibility for the economy rests even more firmly on the administration's shoulders. Trump’s nominee became the head of the Federal Reserve, so it is even harder to find a scapegoat for monetary policy. Economic policy, meanwhile, faces the same problems as the central bank.
France, Italy, Spain, and two smaller EU countries (the Netherlands and Lithuania) are pressuring the Union to improve trade restrictions to better compete against China and protect their own industries.
CapMan is currently in the midst of the largest fundraising cycle in its history, and the success of this effort will largely determine the stock’s trajectory in the coming years. If the fundraising is successful, the share valuation is favorable.
China is currently in the midst of the most significant economic revision in its history. The country, which for decades served as an assembly point for cheap mass production and foreign technology, is rapidly moving towards an era that the Beijing administration calls "new viable productive forces."
