May: Pulp shipments -1.7% y-o-y

More value than momentum, except for wood

Q2 preview

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...

The colour is starting to wear off

Suzano forms tissue JV with Kimberly

CMU: Volume takes centre stage

Apr: Pulp shipments +2% y-o-y

Essity Aktiebolag (publ): 1 director

A director at Essity Aktiebolag (publ) maiden bought 75,000 shares at 274.160SEK and the significance rating of the trade was 100/100. 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 la...

Mar: Pulp shipments +7% y-o-y

Not quite nailing it

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...

Novo Nordisk AS: 1 director

A director at Novo Nordisk AS sold 40,000 shares at 450.528DKK and the significance rating of the trade was 100/100. 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...

Core 2% below, Jotun better

Core EBIT 2% below adj for on-offs, better on lower sales / margin

Zealand Pharma (Buy, TP: DKK950.00) - Dapiglutide likely next catalyst

Q1 revenue missed expectations on lower reimbursement revenue, while operating profit was a beat, as opex was below our forecast and consensus. The 2025 guidance was maintained for opex of DKK2,000m–2,500m. We believe the next potential share-price catalyst is the top-line results from the phase Ib dapiglutide trial in Q2e. We reiterate our BUY, but have cut our target price to DKK950 (1,000).

Nobia AB: 1 director

A director at Nobia AB bought 83,000 shares at 3.250SEK 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 showi...

Novo Nordisk (Buy, TP: DKK900.00) - Accelerated Wegovy roll-out ahead

Q1 LCY figures beat our forecasts, while the 2025 guidance was cut to 13–21% LCY sales growth YOY and 16–24% LCY operating profit growth YOY due to weaker GLP-1 sales. We have lowered our rebate for US Ozempic but maintain our 52% Wegovy rebate (in line with the Q1 rebate when adjusting for de-stocking). We reiterate our BUY and DKK900 target price.

Husqvarna AB: 2 directors

Two Directors at Husqvarna AB bought 1,104,792 shares at between 44.920SEK and 45.175SEK. The significance rating of the trade was 100/100. 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 t...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 05/07/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/05/2025