Category Archives: All Danish Shares

All Danish Shares part 10 – Nr. 91-100

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And on we go after a short Summer Break with 10 more, randomly selected Danish stocks. This time, only one stock managed it onto the watch list. Only 79 more stocks to go to “finish off” Denmark from here. Enjoy !!

91. Erria 

Erria is a tiny, 9 mn EUR market cap offshore and shipping service company. They do have some business and made a very small profit in 2021. Nevertheless, this one seem to be too small to bother. “Pass”.

92. DSV A/S

DSV is a 38,3 bn EUR market cap ” transport and logistics company, offering transport services worldwide by road, air, sea, and train, with the bulk of its activities coming from its European trucking network and airfreight and sea freight forwarding businesses. ” One can actually see a lot of DSV trucks on German high- and freeways.

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All Danish Shares part 9 – Nr. 81-90

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And on we go, another 10 randomly selected Danish stocks. In the current batch, there are some very interesting and unique business models, however only one made it onto the “watch list”. We are now at ~50% coverage of the universe. Once again a quick reminder: Thank you for any requests to look at a specific company, but the random generator determines in what order I look at companies.

81. Scandinavian Medical Solution A/S

Scandinavian Medical is a 17 mn EUR market cap company that seems to be active in trading second-hand medical equipment that was IPOed in late 2021. Not my area of expertise. “pass”.

82. ChemoMetec A/S

ChemoMetec is a 1,9 bn EUR market cap MedTech company that offers Equipment to count cells which, among others is used for  Advanced Cell Analysis, Counting of Mammalian Cells, Yeast Cells, and Sperm Cells.

The stock has performed very well over the last 5 years:

Chmeometec

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All Danish Share part 8 – Nr. 71-80

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And another 10 randomly selected Danish shares. This time, only one stock made it onto the watch list. With 80 out of 179´stocks, we have covered almost half of the Danish universe by now..

 

71. Scandinavian Brake Systems (SBS) A/S

SBS is 4 mn EUR market company that seems to be a failed automobile supplier. “Pass”.

72. Relesys A/S

Relesys is a 34 mn EUR market cap SAAS software company that was IPOed in early 2021 and has lost -50% since then. The company has around 5 mn EUR in revenues in 2021 and is growing at around 30-40% p.a.

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Some links

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Not surprisingly, Wall Street Banks earned very well during the SPAC boom

And another long read on SPACs and upcoming regulation that would make the promoters actually liable (and therefore kill SPACs altogether, thank god)

“Undermoney” seems to be a very interesting book according to this review

In case you need a reminder: Market timing is not working

“The  Superinvestors of Augustusville” looks like a promising new stock blog/substack

Interesting reference to a 1950s Spin-off and a very interesting sounding Special Situations Book

The Private Equity sector looks quite shaky based on the recent behaviour

 

All Danish Stocks part 7 – Nr. 61-70

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Looking at randomly selected Danish shares is a nice exercise in order to calm one#s nerves during times like these. here is yet another batch of 10 Danish shares. This time, two of them I found worth to “watch”, for one of them i even started an initial position.

 

61. Genmab A/S

Genmab is a 18.4 bn Biotech company that manufactures among other stuff antibodies that are used for cancer treatment. The company is extremely profitable, with net margins between 35-60%. 

At 50x 2021 earnings and 17x revenues, the stock is not cheap, despite a drop in profits in 2021.

The share price has corrected a little but investors that hold the stock for a few years should be still very happy:

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ALL DANISH STOCKS PART 5 – NR. 41-50

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Back to Denmark with a new batch of 10 randomly selected shares. What I have to say is that the Danish stock maket really offers a wide variety of companies. From a Fintech active in Africa, via shipping and concrete blocks over to Medtech, today’s selection has a lot of different business models. Four of them I found actually worth to “watch” this time.

 

41. SPENN Technology A/S 

SPENN is a 80 mn EUR market cap company that seems to offer a banking/trading app. The majority of the business seems to be in Africa (Zambia, Rwanda) via a company that was acquired in 2021. their offering seems to comprise (of course) Blockchain, Crypto, Payment and remittance services.

The stock chart looks quite uninspiring:

SPENN

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ALL DANISH STOCKS PART 4 – NR. 31-40

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One thing that I hadn’t managed to mention in my Panic series is that keeping up the normal routines instead of constantly staring at the screen for stock price action is also very important in order to “survive” volatile days as an investor.

With that in mind, I am more than happy to continue the all Danish Stocks series with 10 fresh randomly chosen stocks. This time four stocks made it on the “first round” watch list. Denmark seems to turn out as a quite promising hunting ground so far.

31. Columbus A/S

Columbus is an IT focused consultancy with a market cap of 160 mn EUR. Looking at their numbers, already 2019 was quite problematic and things didn’t improve much since then.

In January 2021, they sold a software subsidiary which resulted in a gain of around 2/3 of the current market value but they have distributed all the proceeds as a special dividend already.

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All Danish Stocks Part 1 – Nr. 1-10

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As indicated in the last post of the “All Swiss Stocks series”, the next country I have targeted is Denmark. As always, I will look at the stocks in a random order. According to the Nasdaq OmX Nordic website, Denmark currently has 183 listed companies, spread over 2 segments, Nasdaq Copenhagen and the Nasdaq First North Growth Segment.

One decent feature of the Nasdaq OMX Nordic website is that they have very good summaries for each company (in cooperation with Morning Star) which makes this way of research quite efficient.

In addition, I have subscribed to TIKR.com which makes it easier to look at historic financials.

In this first installment, 2 out of 10 candidates are going onto the preliminary watch list. As always, comments are highly welcome !!!

1. Tryg A/S

Tryg is a 14.4 bn EUR market cap insurance company active mostly in Denmark, Sweden and Norway and is one of the largest Non-life insurance companies in the Nordics.

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