Focus on H1'26 sales starts

Norw. banks: Rates help, competition hurts

Fair valuation despite funding optionality

Higher rates, but competition caps NII

Softer NII offsets non-NII momentum

SpareBank 1 Ostlandet: 1 director

Two Directors at SpareBank 1 Ostlandet sold/bought 4,018 shares at between 175.400NOK and 196.500NOK. The significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's direc...

Novo Nordisk AS: 1 director

A director at Novo Nordisk AS bought 6,450 shares at 312.500DKK and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...

Norwegian banks: Q3'25 outcome vs. expectations

'26 lined up, '27 still to be proven

'26e completions guidance above

Terminating coverage

Earnings up, payouts lag

Underlying beat and synergies guidance uplift

Margins slip, costs step up

Q3 beat, but negative revisions expected

Weaker margins vs. higher growth 

Strong retail lending growth, muted by cost

Norwegian banks: Higher rates, uncertain rules

Back to fair value

CET1 headroom hurt by risk weights