Lind Research
Independent Equity Research in the Nordics
Origo believes Thule’s weak Q1 results and subsequent stock decline have created an “interesting buying opportunity” despite short-term headwinds.
Exelity believes CTT Systems is set for a strong recovery as inventory levels normalize and aircraft production speeds up.
This week we have Idea notes on ASMDEEB, SECARE, COLOB, and KAR. We also highlight insider buying in ASTOR following their share issue.
Alcur believes Swedencare presents a strong turnaround opportunity in the growing pet care market.
D&G Small Cap believes Asmodee presents a compelling growth opportunity as the newly independent market leader in tabletop gaming.
D&G Small cap believes Karnov Group presents a compelling investment opportunity as it executes a comprehensive transformation strategy.
Carnegie All Cap believes Coloplast presents a compelling turnaround opportunity.
This week, we highlight Idea notes on HUFVA, CBRAIN, RAYB, and BAHNB. We also examine insider transactions in VER, NYAB, and H100.
Kavaljer finds that Bahnhof, despite being a historically fantastic contributor to fund returns, now faces significant headwinds that justify exiting the position.
Elementa believes that RaySearch Laboratories has delivered a transformational Q1 2025 performance, signaling...
Lannebo Teknik Småbolag believes cBrain offers a compelling investment opportunity due to...
Richard Bråse argues that Hufvudstaden has a unique opportunity that no other Swedish real estate company can seize: meaningful share buybacks from
![[Idea note] - Thule Group: Post-Earnings Dip Creates Value Entry Point](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/b179afc9-28cf-43d3-8d98-0246789aeabd/ideanote_v3.png)
