SSH utfärdade en vinstvarning på tisdagen, enligt vilken innevarande års EBITDA kommer att bli negativ till följd av försenade kundbeställningar.

We have published an Equity Brief on Dormy, which will be listed on September 24.

Our forecasts for the coming years increased clearly, mainly driven by margins.

We update Revenio's target price following the detachment of subscription rights.

Aallon Group has good prerequisites to continue acquisition-driven earnings growth, even though the AI transformation creates uncertainty over the long-term outlook.

Following Torm's Q2 2026 report, we have updated our investment case on the company. Our updated investment case covers the key investment reasons, risks, and valuation perspective relative to peers across product tanker peers.

Pierce Group is a pan-European e-commerce retailer selling gear, parts, and accessories for motorcycles and snowmobiles directly to consumers (B2C).

We believe the outlook for continued earnings growth is good.

Elovena växer bra. Benecols tillväxtprofil skulle behöva stärkas, vilket också är vad den nuvarande strategin försöker ta tag i.

The company is investing fully in sales to achieve its growth targets.

Desenio Group är ett svenskt e-handelsbolag inom prisvärd väggkonst som posters, canvastavlor, ramar och tillhörande accessoarer som säljs direkt till konsument.

Following Hafnia's Q2 2026 report, we have updated our investment case on the company. Our updated investment case covers the key investment reasons, risks, and valuation perspective relative to peers across product tanker peers.

Incap launched a substantial share buyback program in August. From a capital allocation perspective, we consider this move wise when taking into account the company's overall picture and other capital allocation alternatives.

Rusta is a Nordic discount retailer that sells a wide range of home, seasonal, leisure, and consumable goods primarily to private consumers (B2C) via department stores and e-commerce in Sweden, Norway, Finland, and Germany.

In connection with the publication of GomSpace's Q2 2026 Interim Report, we have updated our investment case, which covers investment reasons and risks as well as valuation perspectives.

Alisa Bank utfärdade en vinstvarning, vilket inte kom som en stor överraskning för oss.

The Q2 print was as strong as expected, with all drivers developing in a positive direction.

In connection with Curasight's Q2 2026 interim report, we have updated our Investment Case. Our investment case covers the key investment reasons, risks, and valuation perspectives.

Given that the share price has fallen by roughly 35% since our last update, we believe the risk/reward has become more favorable, with the company now trading in the lower end of our fair value range.