reports
- Derek Laliberté
- Patrik Brattelius
- Derek Laliberté
- Patrik Brattelius
- Derek Laliberté
- Patrik Brattelius
- Derek Laliberté
- Patrik Brattelius
- Derek Laliberté
- Patrik Brattelius
- Christer Linde
GOMX GS SWEDEN AB
BRG B BERGS TIMBER
RROS ROTTNEROS AB
PREC PRECISE BIOMETRICS AB A
INXL AVENSIA INNOVATION AB
FPIP FORMPIPE SOFTWARE AB
AWP ARISE AB
MAHA A MAHA ENERGY
STEF B STENDOERREN FASTIGHETER AB CLASS B
VEFL SDB VOSTOK EMERGING FINANCE LTD
TRIAN B FASTIGHETS AB TRIANON CLASS B
MTHH MT HOJGAARD HOLDING
ULTI ULTIMOVACS
BOUL BOULE DIAGNOSTICS AB
IVACC INTERVACC AB
FAST A FASTPARTNER AB
ADDT B ADDTECH AB CLASS B
THUNDR THUNDERFUL GROUP
SEAF SEAFIRE
NWG NORDIC WATERPROOFING HOLDING AB
ORN ORN SOFTWARE
IRLAB A IRLAB THERAPEUTICS
PTRK PHYSITRACK
SECARE SWEDENCARE AB
- Derek Laliberté
- Patrik Brattelius
- Derek Laliberté
- Patrik Brattelius
- Derek Laliberté
- Patrik Brattelius
- Derek Laliberté
- Patrik Brattelius
- Derek Laliberté
- Patrik Brattelius
- Derek Laliberté
- Patrik Brattelius
- Derek Laliberté
- Patrik Brattelius
- Joachim Gunell
The weekly navigator
Key takeaways from last week: 1) VEF’s largest holding Creditas announced a milestone partnership with Nubank; 2) Kinnevik invested USD100m in US mental health benefits platform Spring Health; 3) Aker is to sell its 62% stake in Ocean Yield; and 4) Svolder reported its year-end results.
- Joachim Gunell
The weekly navigator
Key takeaways from last week: 1) Latour invests in battery charger supplier CTEK in conjunction with the latter’s planned IPO; 2) Kinnevik will receive at least SEK2bn in extraordinary distributions post Tele2’s exit from the Netherlands; 3) Finnish SPAC Virala traded up 35%+ last week, which could improve the sentiment for Nordic SPACs; and 4) Investor-owned Sarnova acquired a strategic add-on for ~USD290m.
- Joachim Gunell
The weekly navigator
Key takeaways from last week: 1) Investor continues its portfolio pruning, and supported Agnafit Bidco’s SEK69bn equity value offer for Sobi; 2) we hosted VNV Global’s CEO at DNB’s Nordic TMT & Consumer Conference; and 3) we come away encouraged by Investor’s sell-side briefing on Patricia Industries.
- Joachim Gunell
The weekly navigator
Key takeaways: 1) we downgraded Lundbergs to SELL (HOLD) on valuation concerns; 2) Latour remains in fair valuation territory despite its high premium to reported NAV; 3) VEF completed a SEK885m directed share issue; and 4) Bloomberg reported that a consortium is weighing up an acquisition of Investor-owned SOBI.
- Derek Laliberté
- Patrik Brattelius
- Joachim Gunell
The weekly navigator
Key takeaways from last week: 1) the sector premium to NAV contracted by ~5%-points on growing valuation concerns; 2) VEF has had a busy few months, and we continue to believe the story is overlooked; and 3) Bure reported Q2 NAV and is one of only two companies to outperform the SIXRX on NAV growth YTD.
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