More report reactions: DYNAVOX +26%, XVIVO +7%, NOTE -4%, MYCRONIC -4%, OVZON +2%
The reports are thundering in from Incirrata's portfolio companies with DYNAVOX +26% and XVIVO standing out on the upside while NOTE -4% is disliked by analysts and is forced to leave the portfolio.
Report comment COOR, GETINGE and ALLEIMA
Coor impresses, Alleima bounces while Getinge fell back on weak order intake. At the same time, our Model portfolios continue to outperform the index so far this year.
Xvivo into Model Portfolio Opportunity
After a really weak start to the year for Xvivo Perfusion (-40%), without any clear corporate event motivating the development, we are now including the stock in the Model Portfolio Opportunity. Strong technology in a growing marketXVIVO Perfusion is a leader in organ preservation, with a technology that doubles the time lungs can be kept fresh for transplantation – from under 5 to over 10 hours […]
This week's most important: Lundin Gold highlights increased dividend | Truecaller | Bitcoin volatility | Stora Enso
This week's most important: Betsson, Coor, Dynavox, Biogaia, Model Portfolio Quality +9% YTD
Strong start to the year for our Model Portfolio Opportunity. MedCap decline weighs on Model Portfolio Quality. No fuel for quick turnaround in Evolution's report
Most important of the week: Strong January for OMX and Model Portfolio Opportunities | Quality weaker | Patience with Evolution
Strong start to the year for our Model Portfolio Opportunity. MedCap decline weighs on Model Portfolio Quality. No fuel for quick turnaround in Evolution's report
The most important thing of the week: Outbreak in OMX + new stock cases coming in
Right so far from Incirrata's first lunch seminar | New cases in the works – this time Ovzon | Don't miss the next lunch seminar