Preview of PTRK's Q2 report. Idea notes on NOBI, FRACTL, and ENITY, along with highlights of insider activity in PLEJD, DYVOX, and ATT.
Protean believes Enity presents an attractive investment opportunity in the Nordic mortgage market.
TIN Ny Teknik believes Fractal Gaming’s expansion into the gaming headset market with the Scape headset is a significant growth catalyst.
Adrigo believes Nobia presents a compelling turnaround opportunity following...
Physitrack (PTRK) is scheduled to release its report for the second quarter of 2025 on July 24. In this note, we outline the key points we will focus on when reviewing the report.
Idea notes: SINCH, INWI, and AJAB. We also highlight insider activity in LITI, EAST, and ZZB.
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.
