Insider transactions at Hermes International by members of the founding family, which holds around 65% of the total shares. Now i know consumer demand in key markets for luxury goods like China and North America hasn't been great
This stock has been on my watchlist for a while but i always feel it's too expensive and not just because of the stock price...
Update on the most interesting insider buying activity i came across today. Insider transactions at Hermes International by members of the founding family. Consumer demand in key markets for luxury goods like China and North America hasn't been great...
One name that stands out for me is Orkla ($ORK.OL), the Norwegian consumer staples group after i was going over recent insider filings from various European markets. Main reason for me to look there is to check if there are any situations where sentiment and price action disconnect from fundamentals.
Despite the company beating earnings, the stock sold off after an analyst downgraded it on concerns around margin pressure. At the same time, there'smultiple insider buying following the recent weakness.
At 15/16x earnings with positive free cash flow, very good profit margin of around 15% which is crushing the broader sector average and around 7% yield, the risk/reward looks more balanced than the recent price action suggests in my view
Curious how others in the group are thinking about this one, especially anyone who follows European consumer staples more closely.
I spend a lot of time scanning insider filings across European markets, and i came across something interesting today. It’s a textbook battle between institutional analysts looking at short-term spreadsheets and corporate insiders putting their own personal wealth on the line.
UBS downgrades Orkla ($ORK.OL), a Norwegian consumer stable giant, to "Sell" and slashed its target from NOK 130 to 89 over 2026 margin fears, but the CEO, CFO, and Board are aggressively cluster-buying the drop.
Is anyone else here tracking Orkla or holding it on your consumer defensive watchlist?
I've been looking at this company for a while now. Came across the latest European insiders transactions and noticed multiple insiders buying at Lindab AB, which is suppose to be Europe’s leading manufacturer of air duct systems and other stuff like chilled beam systems. Data centers demand leak-free, high-pressure airtightness ratings to maximize cooling efficiency. Management explicitly called out data centers as one of their primary strategic target growth areas alongside fire/smoke solutions
I’m curious if anyone here tracks Nordic or European industrials, i'm invested in multiple industrials myself. Is Lindab an actual structural winner from the data center infrastructure buildout over the next few years, or is the cooling tailwind overhyped like with many other companies?
This company has been on my watchlist for a couple of years now. Lindab is Europe’s leading manufacturer of air duct systems and other stuff like chilled beam systems. Data centers demand leak-free, high-pressure airtightness ratings to maximize cooling efficiency. Nowadays every company tries to play into the AI boom/hype whatever but do you think it does have a structural tailwind from it?
Over the past days, multiple insiders at Cheffelo AB have been accumulating shares, including CEO Walker Kinman buying again today.
What makes the timing interesting is that Delivery Hero just surged after reports that Uber may be preparing an improved €10B takeover bid for the company.
Now obviously Cheffelo is a completely different business model (meal kits vs food delivery), but the entire European food/delivery sector suddenly seems back on investors’ radar again.
I wonder if this means there is any consolidation/M&A that is now reaching meal-kit players too?
