Acquires SaaS company for USD 120m

Coor Service Management Holding AB: 1 director

A director at Coor Service Management Holding AB sold 17,625 shares at 38.380SEK and the significance rating of the trade was 70/100. 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 las...

Norway: Best ideas Q2'25

NRC Group ASA: 1 director

A director at NRC Group ASA bought 120,000 shares at 6.000NOK and the significance rating of the trade was 71/100. 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 clearly...

Orders picking up

Silicon Labs next gen chips: Too little, too late

Improvements in Norway and Sweden

Small improvements, more to come

Q1 in line, introduces 2028 targets

SLAB Q2 guidance implies upside to Q2

Electrolux AB: 1 director

A director at Electrolux AB bought 20,000 shares at 61.310SEK and the significance rating of the trade was 57/100. 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 clearly...

Weak Q1, but strong momentum towards 2026

Veidekke (Hold, TP: NOK150.00) - Q1 was a supportive non-event

Q1 EBIT was NOK-43m, slightly below our forecast, with low seasonal profits due to winter effects in the asphalt operations. This is a seasonally insignificant quarter for the company due to the winter season, and, for context, we expect 2025 EBIT of NOK1.7bn. Order intake and backlog were the Q1 strong points. With the results and commentary supportive of our earnings forecasts, we have made minor estimate changes on the group level and reiterate our HOLD, but have cut our target price to NOK15...

Veidekke ASA: 1 director

A director at Veidekke ASA bought 2,200 shares at 147.000NOK and the significance rating of the trade was 68/100. 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 clearly ...

PTP below expectations offset by strong order intake

Dexcom Q1: strong growth and positive news

Nordic Semiconductor (Buy, TP: NOK160.00) - Not too bad given tail-end...

While implied guidance for H1 revenues is ~1–4% below our forecast and consensus, the underlying sequential performance is directionally in line with the broader set of peers to have reported to date. We find this growth and gross margin profile solid, given we are at the tail-end of the life of Nordic’s 10-year-old 55nm technology platform. Combined with the arguably unprecedented level of uncertainty for the company’s customers, we find it achieving a ~50% gross margin and accelerated Cellular...

Nordic Semiconductor ASA: 1 director

A director at Nordic Semiconductor ASA bought 20,090 shares at 102.500NOK and the significance rating of the trade was 50/100. 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 y...

Soft Q1 growth from Logitech

14% drop seems like an overreaction