Entries by admin

Brdr. Hartmann

IN A WORLD WITH CONSTANT FOCUS ON GROWTH COMPANIES AND WHERE IT/BIO-TECH COMPANIES ARE GETTING THE SPOTLIGHT, SOME OF THE MORE TRADITIONAL PRODUCTION COMPANIES MAY BE OVER-LOOKED. THEREFORE, INVESTMENT PANEL AARHUS DELVES INTO ONE OF THE TRADITIONAL PRODUCTION COMPANIES AT THE DANISH SMALL-CAP MARKET. BRDR. HARTMANN IS A MARKET LEADER IN PRODUC-TION OF PACKAGING FOR […]

BoConcept

OVER THE LAST COUPLE OF YEARS BOCONCEPT HAS BEEN THROUGH A TURN AROUND AND WITH THE RECENT REPORT MANAGEMENT HAS DEMONSTRATED THAT THEY ARE WELL ON TRACK TO GET COST UNDER CONTROL AND START FOCUSING ON GROWTH. INVESTMENT PANEL AARHUS BELIEVE THAT THE MANAGEMENT WILL DELIVER OVER THE NEXT COUPLE OF YEARS DUE TO THE […]

Gyldendal

RECENT YEARS CLEARLY DEMONSTRATE THE MANAGEMENT’S FOCUS ON THE FUTURE. THE DIGITALIZATION OF BOOKS HAS BECOME INCREASINGLY IMPORTANT AND AN INTEGRATED PART OF THE BUSINESS. THIS MEANS THAT THE REVENUES ARE DECREASING NOW, WHILE THE MARGINS HAVE INCREASED. THE MANAGEMENT ARE FIGHTING VERY IMPRESSIVELY TO MAINTAIN THE COMPARATIVE ADVANTAGE AND MAINTAIN A 20%+ ROIC. WE […]

Matas

Strategy With 296 stores operating in Denmark and as a market leader in each of their key segments (62% in high end) the incumbent status of Matas is undiscussable. However, whilst successfully penetrating the Danish market, their prospect of expanding into Sweden failed. With this lesson learned, it seems improbable that they would initiate such […]

Roblon

Roblon About Roblon Roblon comprises four product groups: fibre cable, offshore, TWM (machinery for twisting, winding, and rope manufacturing) and lighting. Roblon is the world’s leading supplier of both fibre-based products and machinery for the fibre cable industry. Roblon’s largest department Roblon both specializes in the development of high-tech fibre products and advanced machinery for […]

NNIT

Probably this years IPO Listing the IT department Friday the 6th of March the IT department in Novo Nordisk Group will offer 10 million shares to the public making NNIT an independent company. This accounts for 40% of the total shares in the company, as Novo Nordisk Group maintains the majority shareholder position with 51% […]

RTX

Company information Name: RTX A/S Sector: IT Industry: Communication equipment Listed at: Small Cap Copenhagen – DK 1-year-historical performance: + 163 %   Activities The company’s focus area is the design of advanced wireless short-range radio systems and products. The focus is solutions within the technologies of Wi-Fi, Bluetooth, VoIP, DECT and CAT-iq. RTX possess […]

Bavarian Nordic

Company introduction Bavarian Nordic is an international biotechnology company developing and manufacturing cancer immunotherapies and vaccines for infectious diseases. The company has it’s headquarter in Kvistgaard, Denmark, where it also operates a commercial-scale manufacturing facility. Research and development facilities are located in Mountain View, CA, USA and Martinsried, Germany. Bavarian Nordic is especially known for […]

Ringkjøbing Landbobank

Teaser Ringkjoebing Landbobank is one of the few banks that were profitable throughout the financial crisis. Today they are still one of the strongest and most profitable banks, which are reflected in the market valuation. The question is, is Ringkjoebing Landbobank worth even more?   Ringkjoebing Landbobank at a glance Ringkjoebing Landbobank is unsurprisingly based in Ringkjoebing […]

Zealand Pharma

Business info Zealand Pharma A/S is a Danish based biopharmaceutical company which is engaged in the discovery, development and commercialization of peptide medicines. Their pipeline contains: Lyxumia (Lixisenatide)–At the market Lyxumia/Lantus (Lixilan)–Phase III ZP2929–Phase I Danegaptide–Phase II Elsiglutide–Phase II The overall pipeline includes cardio-metabolic diseases that are the underlying medicine for diabetes, and obesity treatment […]