Lind Research
Independent Equity Research in the Nordics
Kavaljer believes that Byggmästaren’s partial divestment of Safe Life to Bridgepoint for SEK 525 million represents a significant valuation validation.
Kavaljer believes Inwido is a high-quality company; however, the fund argues that the current valuation is too steep.
Alcur has increased its stake in Sinch, believing that the market’s pessimism is now overly pessimistic.
Idea notes on ASMDEEB, SECARE, CTT, and THULE + highlights insider activity in TRNSF.
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.