Di's analysis desk highlights five stocks to buy and three to sell in the wake of the reporting period.
Among the new buy recommendations, Enity is singled out as an interesting bottom-fishing opportunity following a 21 percent post-earnings slump. Di assesses that higher credit losses and squeezed net interest income are now priced in, while EQT's share sale has removed a significant overhang. The stock is currently trading at a P/E of 8 based on this year's expected earnings.
Hotel property company Pandox also receives a buy rating despite an earnings miss. Analysts point to the acquisition of the Irish Dalata Hotel Group and a robust event calendar ahead of the summer.
Husqvarna is described as a potential recovery play after several weak years. The company reported positive organic growth and higher-than-expected margins.
Lifco is also identified as a buy following a share price decline of over 30 percent since the summer of 2025. Analysts emphasize the high return on capital and CEO Per Waldermarsson's insider purchase of 4 million kronor.
'We believe it is time to follow his lead,' the newspaper writes.
Beijer Ref is described as a 'no-brainer' buy, supported by structural growth in cooling and heat pumps, alongside a historically low valuation relative to the sector.
On the sell side, Di warns against Nokia following its sharp AI-driven rally. The paper argues that the valuation has outpaced fundamentals since American investors and Nvidia became major shareholders.
Saab also receives a sell recommendation despite continued strong demand in the defense sector. Di judges the valuation to be remains too high and points to weak cash flows.
Meanwhile, e-commerce retailer Lyko is being pressured by mounting debt and the risk of a rights issue after net debt rose to 811 million kronor while cash reserves were nearly depleted.
SAAB AB is a world leader in the design, manufacturing and marketing of defense and security systems and equipment for military, space and civil sectors. Net sales break down by family of products and services as follows:
- electronic defense systems (33.4%): radars, sensors, submarine and terrestrial airborne surveillance systems;
- armament equipment and systems (25.6%): military equipment, missile systems, weapon systems, ammunition, armed forces identification systems, camouflage systems, etc. The group also provides security and defense solutions (combat systems, training, simulation, security and communication solutions, air and sea traffic management systems, etc.);
- aeronautical systems (24%): military aircraft, combat aircraft, avionics, etc.;
- naval systems (11.8%): submarines, combat ships, underwater mine detection systems, etc.;
- support services (4.2%): provision of services in the areas of systems development, integration and security, information security, communications, technical information, logistics, etc., and technological consulting in the fields of aviation, defense, telecommunications, etc.;
- other (1.1%).
Net sales are distributed geographically as follows: Sweden (41.1%), Europe (25.8%), North America (8.9%), Asia (7.4%), Latin America (4.3%), Australia (3.8%), Africa (0.6%), and other (8.1%).
This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite) and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be carried out. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of rankings based on the following ratings: Returns (Composite), Profitability (Composite) and Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully read the associated descriptions.
ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.
