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1. Company Snapshot

1.a. Company Description

Investment AB Oresund is a publicly owned investment manager.Investment AB Oresund was founded in 1890 and is based in Stockholm, Sweden.

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1.b. Last Insights on ORES

Investment AB Öresund's recent performance faces headwinds from cautious business sentiment in Europe, despite easing trade tensions. The company's holdings, such as Pharmanutra, are navigating a dynamic environment with modest economic growth prospects. A recent earnings release revealed no significant positive surprises. Moreover, with no announced share buybacks or new product launches, investors are likely focusing on the company's ability to drive growth amidst economic uncertainty. According to a recent report, Pharmanutra's growth potential and resilience are being closely monitored (Source: "Exploring Pharmanutra And Two Other European Small Caps with Strong Potential", July 2, 2025).

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Investment AB Öresund (OM:ORES) Net Profit Margin Miss Casts Doubt on Defensive Reputation

Oct -10

Source:

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Exploring Pharmanutra And Two Other European Small Caps with Strong Potential

Jul -02

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Investment AB Öresund And 2 Other Prominent Dividend Stocks

Feb -03

Source:

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Undiscovered Gems with Promising Potential for January 2025

Jan -02

Source:

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Top Dividend Stocks To Consider In January 2025

Jan -02

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BioGaia And 2 Other Swedish Dividend Stocks To Enhance Your Portfolio

Oct -28

Source:

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3 Swedish Dividend Stocks To Consider With Up To 5.9% Yield

Oct -11

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Exploring Gränges And 2 Other Undiscovered Swedish Gems

Oct -11

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.50%)

6. Segments

Investment and Related Activities

Expected Growth: 8.5%

Investment AB Öresund's long-term industrial investments in Nordic and international companies drive growth, fueled by increasing demand for industrial investments, strategic partnerships, and a strong portfolio of companies.

7. Detailed Products

Real Estate

Investment AB Öresund's real estate segment focuses on acquiring, managing, and developing properties in Sweden and Denmark.

Industry

The industry segment involves investments in industrial companies, providing strategic guidance and financial support.

Financial Services

This segment offers financial services, including lending, leasing, and factoring, to businesses and individuals.

Healthcare

Investment AB Öresund's healthcare segment focuses on investments in healthcare companies, providing strategic guidance and financial support.

Technology

The technology segment involves investments in technology companies, providing strategic guidance and financial support.

8. Investment AB Öresund (publ)'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Investment AB Öresund (publ) is medium due to the presence of alternative investment options available to customers.

Bargaining Power Of Customers

The bargaining power of customers for Investment AB Öresund (publ) is low due to the company's strong brand reputation and diversified customer base.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Investment AB Öresund (publ) is medium due to the company's dependence on a few key suppliers for its operations.

Threat Of New Entrants

The threat of new entrants for Investment AB Öresund (publ) is high due to the relatively low barriers to entry in the investment industry.

Intensity Of Rivalry

The intensity of rivalry for Investment AB Öresund (publ) is high due to the presence of several established players in the investment industry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 0.45%
Debt Cost 3.95%
Equity Weight 99.55%
Equity Cost 7.72%
WACC 7.70%
Leverage 0.45%

11. Quality Control: Investment AB Öresund (publ) passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Renta 4 Banco

A-Score: 6.9/10

Value: 5.3

Growth: 5.9

Quality: 8.1

Yield: 5.6

Momentum: 10.0

Volatility: 6.3

1-Year Total Return ->

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Stock-Card
abrdn Asia Focus

A-Score: 6.8/10

Value: 4.0

Growth: 6.2

Quality: 8.0

Yield: 3.8

Momentum: 8.5

Volatility: 10.0

1-Year Total Return ->

View Full Report
Stock-Card
Taaleri

A-Score: 6.5/10

Value: 5.5

Growth: 4.4

Quality: 7.4

Yield: 10.0

Momentum: 3.0

Volatility: 8.7

1-Year Total Return ->

View Full Report
Stock-Card
Öresund

A-Score: 6.4/10

Value: 5.4

Growth: 2.1

Quality: 9.2

Yield: 8.8

Momentum: 4.0

Volatility: 9.0

1-Year Total Return ->

View Full Report
Stock-Card
Tatton Asset Management

A-Score: 5.9/10

Value: 1.4

Growth: 7.8

Quality: 9.8

Yield: 5.6

Momentum: 5.0

Volatility: 6.0

1-Year Total Return ->

View Full Report
Stock-Card
Pantheon International

A-Score: 4.4/10

Value: 2.8

Growth: 0.7

Quality: 7.1

Yield: 0.0

Momentum: 6.0

Volatility: 10.0

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

113.2$

Current Price

113.2$

Potential

-0.00%

Expected Cash-Flows