Redeye

Redeye har intervjuat Avensias VD Robin Gustafsson, som kort berättar om framgången inom Information Management and Supply Chain, Vidare beskriver Gustafsson besparingarna inom Commerce och utsikterna för att nå 10% i EBIT-marginal 2027. Slutligen berättar Gustafsson om AIs påverkan på projekt, prissättning och intäkter. $AVEN redeye.se/research/1190072/a…

Redeye comments on Enviro’s Q3 report, which contained few surprises, as most of the key events had already been communicated. The main developments were the draft reconstruction plan, new and expanded credit facilities with Alumni Capital and Nordic Restructuring and Growth Capital, and the extension of the reconstruction to 27 November. $SES redeye.se/research/1190052/e…

Redeye comments on Transtema's preliminary Q3 figures, showing a solid Sweden but a sharp decline in Norway, which also triggers a SEK193m write-down of the Norwegian business. Sales beat our forecast, while adjusted EBITA came in below it. $TRANS redeye.se/research/1190036/t…

Redeye intervjuade CTEK vd, Henrik Fagrenius, efter bolagets Q3-rapport som visade positiv organisk tillväxt och en betydande marginalförbättring. $CTEK redeye.se/research/1189925/c…

Redeye comments on BioInvent's Q3 2026 report, which was published together with a rights issue of approximately SEK430m, of which 81% is covered by subscription commitments and guarantees. $BINV redeye.se/research/1189872/b…

Redeye is positive about CLS being selected, together with ClearPoint Neuro, as an industry partner in a five-year research programme led by Dartmouth Health and supported by the US National Cancer Institute (NCI), aimed at advancing MR-guided laser interstitial thermal therapy (LITT) for patients with spinal metastases. $CLS redeye.se/research/1189901/c…

Redeye provides an update following Senzime’s Q3 2026 report. Overall, we view the report positively, as it shows the start of a recovery in sales after a weak first half of 2026, a strong gross margin and continued cost control, while management sends a positive signal about the coming quarters. $SEZI redeye.se/research/1189860/s…

Redeye updates its estimates and valuation after Lifco's Q3 2026 report. Organic growth slowed to 1.6% and sales were 1% below expectations, but the EBITA margin rose 0.5pp to 23.1%. The key news was a customer loss in Contract Manufacturing that will weigh on 2027. $LIFCO redeye.se/research/1190020/l…

Redeye interviewed Neem's Hill's CEO, Mohan Frick, following the company's Q3 2026 report. We discussed the quarterly figures, the underlying business and expectations of the future. $NEEMSB redeye.se/research/1189421/n…

Redeye interviews Boreo’s CEO, Tuomas Kahri, about the company’s strong Q3 2026 report. We discuss the operating environment and what has changed since last year. We also cover supply chains, costs and how much more growth the current organisation can handle. Lastly, we talk about the first acquisition of the year, TEXpro, the new financing and the priorities ahead of the Capital Markets Day. $BOREO redeye.se/research/1189904/b…

Redeye updates its estimates and valuation after Sdiptech's Q3 2026 report. $SDIP redeye.se/research/1189830/s…

This week’s Weekly Edge Case: Lime Technologies 📈 The SaaS business has a 4-4-4 Quality Rating, and this week its Value score stepped up to Attractively Priced (4). Momentum remains Very Strong (5), which makes Lime a name where price and trend point the same way. Read the full case through the link: redeye.se/research/1189886/w…

Stille trades below Redeye's Fair Value estimate of SEK 297 per share and has Market Edge scores of 4 for Value (Attractively Priced) and 3 for Momentum (Neutral). We spoke with our analyst about the predictability of Stille’s growth, the operational metrics to watch, and other key topics. This is a premium article, included in our paid plans from SEK 99/month $STIL redeye.se/research/1189795/s…

Redeye comments on BioInvent’s proposed rights issue of about SEK430m, announced on 28 October with an early Q3 report. $BINV redeye.se/research/1189766/b…

Redeye updates on GiG Software after Q3-results which were close to our forecast while we have raised our estimates slightly on the back of a somewhat increased 2026 guidance. $GIG redeye.se/research/1189734/g…

Redeye provides an update on SSH's Q3 2026 report, which was stronger than expectations, led by an accelerating PrivX and a subscription ARR that grew 23.6% y/y to EUR15.7m. $SSH1V redeye.se/research/1189317/s…

Redeye comments ahead of Catella’s Q3 report on 5 November. Redeye cuts its Q3 Corporate Finance forecast to a SEK22m EBIT loss (previously SEK9m loss) and raises Investment Management to SEK32m (previously SEK30m). Redeye expects a stronger euro to lift reported AUM to SEK163bn, while core funds keep seeing net outflows. $CAT redeye.se/research/1189602/c…

Redeye har interviewed the CEO of Initiator Pharma, Claus Elsborg Olesen, about the last patient now having been dosed in the Phase IIa vulvodynia study, what to expect from the topline readout and the company’s financial outlook. $INIT redeye.se/research/1189675/i…