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7:51

Neste's Q4 results exceeded expectations, while the guidance for renewable products sales volumes for 2026 was somewhat of a disappointment.

Vi köpte Harvia-aktier till Modellportföljen med en vikt på 6 %.

Asopos Q4-vinst var betydligt lägre än våra förväntningar, särskilt på grund av ESL Shippings lägre upplupna vinst.

20:09

Lönsamheten stack ut positivt i Q4-rapporten från Björn Borg, 2025 var ett rekordår för Metacon och har vi sett starten på vändningen för värmepumpsmarknaden och NIBE? Lyssna på denna analytikerintervju där vi behandlar 2025 i stora pensel drag och dyker oss ner i bolagens senaste kvartalsrapporter.

We expect the report to show moderating year-on-year revenue growth due to the quarter’s limited content delivery and muted player activity.

The company has already released preliminary figures for the quarter and guidance for 2026, which reveal a mixed picture of the business's current trajectory.

Metacon has announced an add-on contract with Motor Oil for the supply of an oxygen purification system valued at approximately 10.4 MSEK (0.98 MEUR). We view the order as a positive signal, as it demonstrates Metacon’s ability to generate additional sales from its existing projects. While the contract value is small, it supports our current estimates but does not prompt any changes to our estimates or recommendation.

Europe’s empty interceptor magazines do not generate GlobalEye demand, but they raise the marginal value of surveillance and command and control.

Robit publicerar sin Q4-rapport onsdagen den 18 februari cirka klockan 9.00.

The marketing authorization for the NBS 6 system in the United Arab Emirates opens up a new market and supports our estimates for future growth.