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RAYBLong Idea WatchlistPTRKENITYNewsletterNOBICTTResearch updateTHULEKARARJOBETCOResearch reportFRACTLEMBRACBINWIACASTCBRAINIdea noteResearch noteHUFVACOLOBSINCHASMDEEBSECAREAJAB
ENITYENITY
+1+1
Enity (ENITY): Nordic Mortgage Specialist with Strong Unit Economics and Market Position
Jul 18, 2025

Enity (ENITY): Nordic Mortgage Specialist with Strong Unit Economics and Market Position

Protean believes Enity presents an attractive investment opportunity in the Nordic mortgage market.

Kristoffer Lindström
FRACTLFRACTL
+1+1
Fractal Gaming Group (FRACTL): Scape Headset Launch
Jul 18, 2025

Fractal Gaming Group (FRACTL): Scape Headset Launch

TIN Ny Teknik believes Fractal Gaming’s expansion into the gaming headset market with the Scape headset is a significant growth catalyst.

Kristoffer Lindström
NOBINOBI
+1+1
Nobia (NOBI): Undervalued Kitchen Giant Poised for Operational Transformation
Jul 17, 2025

Nobia (NOBI): Undervalued Kitchen Giant Poised for Operational Transformation

Adrigo believes Nobia presents a compelling turnaround opportunity following...

Kristoffer Lindström
Idea noteIdea note
+1+1
Byggmästaren (AJAB): Safe Life Divestment Unlocks Value While Maintaining Strategic Exposure
Jul 10, 2025

Byggmästaren (AJAB): Safe Life Divestment Unlocks Value While Maintaining Strategic Exposure

Kavaljer believes that Byggmästaren’s partial divestment of Safe Life to Bridgepoint for SEK 525 million represents a significant valuation validation.

Kristoffer Lindström
INWIINWI
+1+1
Inwido (INWI): Quality Company at Full Valuation
Jul 10, 2025

Inwido (INWI): Quality Company at Full Valuation

Kavaljer believes Inwido is a high-quality company; however, the fund argues that the current valuation is too steep.

Kristoffer Lindström
Idea noteIdea note
+1+1
Sinch (SINCH): Turnaround Opportunity at Attractive Valuation
Jul 10, 2025

Sinch (SINCH): Turnaround Opportunity at Attractive Valuation

Alcur has increased its stake in Sinch, believing that the market’s pessimism is now overly pessimistic.

Kristoffer Lindström
THULETHULE
+1+1
Thule Group (THULE): Post-Earnings Dip Creates Value Entry Point
Jul 03, 2025

Thule Group (THULE): Post-Earnings Dip Creates Value Entry Point

Origo believes Thule’s weak Q1 results and subsequent stock decline have created an “interesting buying opportunity” despite short-term headwinds.

Kristoffer Lindström
CTTCTT
+1+1
CTT Systems (CTT): Aircraft Humidity Leader Set for Production Recovery
Jul 03, 2025

CTT Systems (CTT): Aircraft Humidity Leader Set for Production Recovery

Exelity believes CTT Systems is set for a strong recovery as inventory levels normalize and aircraft production speeds up.

Kristoffer Lindström
Idea noteIdea note
+1+1
Swedencare (SECARE): Value Play in High-Growth Pet Supplements Market
Jun 29, 2025

Swedencare (SECARE): Value Play in High-Growth Pet Supplements Market

Alcur believes Swedencare presents a strong turnaround opportunity in the growing pet care market.

Kristoffer Lindström
Idea noteIdea note
+1+1
Asmodee Group (ASMDEEB): Leading Tabletop Gaming Through Strategic Spinoff
Jun 27, 2025

Asmodee Group (ASMDEEB): Leading Tabletop Gaming Through Strategic Spinoff

D&G Small Cap believes Asmodee presents a compelling growth opportunity as the newly independent market leader in tabletop gaming.

Kristoffer Lindström
KARKAR
+1+1
Karnov Group (KAR): AI-Powered Legal Tech Turnaround Story
Jun 26, 2025

Karnov Group (KAR): AI-Powered Legal Tech Turnaround Story

D&G Small cap believes Karnov Group presents a compelling investment opportunity as it executes a comprehensive transformation strategy.

Kristoffer Lindström
Idea noteIdea note
+1+1
Coloplast (COLOB): High-Quality Turnaround Opportunity at Attractive Valuation
Jun 24, 2025

Coloplast (COLOB): High-Quality Turnaround Opportunity at Attractive Valuation

Carnegie All Cap believes Coloplast presents a compelling turnaround opportunity.

Kristoffer Lindström
Independent equity research with a focus on the Nordic markets

Lind Research

Independent equity research with a focus on the Nordic markets

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