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OMXSPI-1.66 %
OMXS30-1.50 %
OMXHPI-1.14 %
HCRTO1+211.08 %
RECY B+52.54 %
ABSL B+45.16 %
PCELL-23.87 %
IMHO B-27.78 %
MASHUP-78.57 %
 

Morgonrapport 9/3

VD-intervju W5 Solutions

Välkommen till Nordeas ordinarie bolagsstämma den 24 mars 2026

Analytikerkommentar Saab

Inflation överraskar i euroområdet redan före oljeprisets inverkan

NIBE: Tyska bidragsansökningar visar stark tillväxt å/å i januari

SLP: Aktiebrief Q4'25

VD-intervju Björn Borg

Analytikerintervju: HomeMaid, Starbreeze och Verve

Upsales Technology: Aktiebrief Q4'25

VD Intervju HomeMaid

Analytikerintervju Byggmästaren

Analytikerintervju NYAB & Eltel

Analytikerintervju: NIBE, Metacon & Björn Borg

Intervju med bolagsledning - Metacon

CEO Interview Eltel

CEO Interview NYAB

 

Next up today

HANZA
Gubra
 
Recommended
Webcasts
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ShowingAll regions, All content types
Hafnia (Investment Case): Strong cash flow and dividends in the face of geopolitical uncertainty
Research7 hours ago by
Philip Coombes

Hafnia (Investment Case): Strong cash flow and dividends in the face of geopolitical uncertainty

Hafnia delivered its strongest quarter of 2025 in Q4, reporting net profit of USD 110m and bringing full-year earnings to USD 340m. Despite a softer first half as rates came off their 2024 cyclical peaks, the company generated USD 560m in adjusted EBITDA and returned 88% of net profit to shareholders through dividends and buybacks,  paying USD 0.55/share for the full year.

Hafnia
Gubra: ABBV-295 data doesn’t seem that far from Eli Lilly's phase 1 data on Eloralintide
Analyst Comment8 hours ago by
Michael Friis

Gubra: ABBV-295 data doesn’t seem that far from Eli Lilly's phase 1 data on Eloralintide

AbbVie today reported positive topline results from the multiple ascending dose (MAD) portion of the Phase 1 trial for ABBV-295, Gubra's out-licensed long-acting amylin analog. The study demonstrated dose-dependent weight loss ranging from -7.75% to -9.79% at week 12 for weekly dosing cohorts, and -7.86% to -9.73% at week 13 for less frequent dosing regimens (every other week and monthly after week 5), compared to approximately -0.25% for placebo.

Gubra
Scanfil Q4’25: Horizontal operational progress14:34
Video13 hours ago by
Antti Viljakainen, Pia Maljanen

Scanfil Q4’25: Horizontal operational progress

Scanfil's revenue decreased by 1% in Q4.

Scanfil

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Gubra (One-pager): Enters 2026 with three differentiated obesity candidates — pivotal data readouts expected in 2026
Research15 hours ago by
Philip Coombes, Michael Friis

Gubra (One-pager): Enters 2026 with three differentiated obesity candidates — pivotal data readouts expected in 2026

2025 was a pivotal year for Gubra, with revenue of DKK 2.6bn and operating profit of DKK 2.2bn, driven by the landmark out-licensing agreement with AbbVie for the long-acting amylin analogue ABBV-295, with USD 350m in upfront payment, and DKK 1.1bn well-positioned to drive further development   2025 also marked the beginning of a broader transformation evolving from an obesity-focused biotech into a broader, more diversified life science company, with the new Ventures unit set to incubate focused companies in therapeutic areas beyond the core pipeline, with the first venture planned for H2 2026. The company has announced ambitions to establish new flagship therapeutic areas beyond obesity by 2030, and the CRO platform is expanding into new service areas, including sarcopenia and women’s health.

Gubra
Robit har en patenttvist med Sandvik
Analyst Comment16 hours ago by
Aapeli Pursimo

Robit har en patenttvist med Sandvik

Robit meddelade på fredagen att de har mottagit en stämningsansökan från Sandvik gällande ett påstått patentintrång i en borrkronelösning.

Robit
Stagflation fruktas, men ekonomins strukturer motverkar det
Article17 hours ago by
Marianne Palmu

Stagflation fruktas, men ekonomins strukturer motverkar det

Förra veckan var en tydlig nedgångsvecka på både den amerikanska och europeiska aktiemarknaden. Geopolitiska risker uppenbarade sig för investerare, och oljepriset har stigit kraftigt. På måndagsmorgonen hade priset på Brent-råolja stigit med 25 % till 115,5 dollar/fat, efter att redan ha ökat med 35 % förra veckan.

Lemonsoft: Rite Ventures makes mandatory bid at EUR 4.67
Analyst Comment15 hours ago by
Atte Riikola

Lemonsoft: Rite Ventures makes mandatory bid at EUR 4.67

Additional purchases by the main owner strengthen our view that the stock is currently clearly undervalued.

Lemonsoft
Talenom Q4'25 förhandskommentar: Rena böcker för en nystart
Analyst Comment17 hours ago by
Juha Kinnunen

Talenom Q4'25 förhandskommentar: Rena böcker för en nystart

En rörig rapport sätter punkt för uppdelningen och inleder en ny era för Talenom.

Talenom
Tulikivi Q4'25: Dyr sten på en sval marknad
Research17 hours ago by
Thomas Westerholm

Tulikivi Q4'25: Dyr sten på en sval marknad

Vi har sänkt våra tillväxtestimat för de närmaste åren något, drivet av ett svagt orderingång under Q4, även om vi ser att det nyligen höjda konsumentenergipriset kan vara en potentiell efterfrågedrivare för eldstäder.

Tulikivi
Tokmanni Q4'25: Dollarstore turnaround is taking longer than expected
Research13 hours ago by
Arttu Heikura

Tokmanni Q4'25: Dollarstore turnaround is taking longer than expected

Tokmanni's Q4 report was lackluster overall, even though the company managed to improve its result.

Tokmanni Group
Aiforia H2'25: Green shoots on the clinical side
Research14 hours ago by
Antti Siltanen

Aiforia H2'25: Green shoots on the clinical side

Aiforia’s H2 revenue surpassed our expectations, and the earnings were in line with our estimate.

Aiforia Technologies
Componenta Q425: Growth trajectory holds
Research16 hours ago by
Tommi Saarinen

Componenta Q425: Growth trajectory holds

Componenta's financial statement release published on Friday was better than we expected across the board, with all key figures exceeding our forecasts.

Componenta
TORM (One-pager): Leading product tanker operator with strong cash generation
Research3/6/2026, 11:49 AM by
Philip Coombes, Rasmus Køjborg

TORM (One-pager): Leading product tanker operator with strong cash generation

Today, we have updated our research on TORM, one of the world's largest product tanker companies with a fleet of 93 vessels transporting refined oil products such as gasoline, diesel, and jet fuel across global trade routes. The company operates primarily in the spot market through its integrated One TORM platform, which consistently delivers market-leading freight rates per vessel.

Torm
Componenta Q4'25 flash comment: Turnaround year gets its seal of approval
Analyst Comment3/6/2026, 8:19 AM by
Tommi Saarinen

Componenta Q4'25 flash comment: Turnaround year gets its seal of approval

Higher-than-expected revenue also boosted EBITDA beyond our estimates.

Componenta
YIT: Revideringar i rapporteringen
Analyst Comment3/6/2026, 7:20 AM by
Atte Jortikka

YIT: Revideringar i rapporteringen

Meddelandet medför tekniska ändringar i våra estimat.

YIT
Netum Q4'25 förhandskommentar: Vi följer tecken på en resultatvändning under 2026
Research3/6/2026, 7:18 AM by
Joni Grönqvist

Netum Q4'25 förhandskommentar: Vi följer tecken på en resultatvändning under 2026

Netum publicerar sin bokslutskommuniké på tisdag. Vi uppskattar att företaget kommer att guida för en fortsatt minskning av omsättningen under innevarande år, men det finns osäkerhet kring marginalguidningen.

Netum Group
Tokmanni Q4’25 snabbkommentar: Vinsten var något under förväntningarna och guidningen var lite mjuk
Analyst Comment3/6/2026, 7:15 AM by
Arttu Heikura

Tokmanni Q4’25 snabbkommentar: Vinsten var något under förväntningarna och guidningen var lite mjuk

I hemlandet var vinstutvecklingen berömvärd, men utomlands fortsatte vinsten att sjunka, vilket skapar betydande osäkerhet kring den väntade resultatförbättringen för år 2026.

Tokmanni Group
VD Intervju: Lär känna W5 Solutions på djupet31:38
Video3/6/2026, 7:11 AM by
Renato Rios

VD Intervju: Lär känna W5 Solutions på djupet

Hur var 2025 för W5 solutions, hur kommer sektorns se ut om 5–10 år och hur bolagets arbete med lönsamhet börjar ge resultat.

W5 Solutions
Fodelia: Försäljningen av e-handel har genomförts
Analyst Comment3/6/2026, 6:56 AM by
Pauli Lohi

Fodelia: Försäljningen av e-handel har genomförts

Åtgärden förenklar koncernstrukturen och skulle kunna möjliggöra en fortsatt produktion av Feelia småförpackningar.

Fodelia
Orthex Q4'25: Europe's growth story needs content for its boxes
Research3/6/2026, 8:10 AM by
Thomas Westerholm

Orthex Q4'25: Europe's growth story needs content for its boxes

Orthex's Q4 profitability was at a good level, but weak revenue development made the report disappointing.

Orthex

Latest research

Hafnia (Investment Case): Strong cash flow and dividends in the face of geopolitical uncertainty
Hafnia
2026-03-09
Gubra (One-pager): Enters 2026 with three differentiated obesity candidates — pivotal data readouts expected in 2026
Gubra
2026-03-09
Tulikivi Q4'25: Dyr sten på en sval marknad
Sell
Tulikivi
2026-03-09
Tokmanni Q4'25: Dollarstore turnaround is taking longer than expected
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Tokmanni Group
2026-03-09
Aiforia H2'25: Green shoots on the clinical side
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Aiforia Technologies
2026-03-09
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Upcoming webcasts

Hanza, Capital Markets Day, CMD, 2026
Today at 13:00 HANZA
Clas Ohlson, Audiocast, Q3'26
Tomorrow at 09:00 Clas Ohlson
Gotlandsbolaget, Audiocast, Q4'25
Tomorrow at 09:00 Gotlandsbolaget
Rusta, Webcast, Q3'25/26
2026-03-12 09:00 Rusta
Stockholm Corporate Finance 17:e Kapitalmarknadsdagar — Life Science 2026 │ 17:e mars
2026-03-17 08:00 Oncopeptides
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