Intelligence feed

SEB: Rekyl i boprisförväntningarna efter tre starka månader

Erik Selin (Chairman of the Board of Directors) reported purchase of ≈ 11,8 mkr

Reported to FI: buy of 186853 Quantity Norion Bank AB at 63,134 kr. Nature: open-market.

WHY IT MATTERSLarge disclosed PDMR buy — one of the cleaner verified capital-commitment signals.

Major holding buy — AB Industrivärden in AB Volvo

Threshold 10 %; holding 10.05%

WHY IT MATTERSFlagged as material by the classification pipeline.

Riksbankens besked pressar bankernas räntenetto

Sänkt styrränta väntas ge lägre inlåningsmarginaler under 2027.

Pär Wikforss (Verkställande direktör) reported purchase of ≈ 1,9 mkr

Reported to FI: buy of 4800 Quantity Saab AB share at 405,2 kr. Nature: open-market.

WHY IT MATTERSReported PDMR activity is one of the few verified disclosures of how executives position themselves.

Boliden appoints new President and CEO

The Board of Directors of Boliden has appointed a new President and CEO, effective 1 December 2026. The current CEO will remain available to the company during a transition period.

WHY IT MATTERSLeadership changes often precede strategic shifts.

Lifco acquires Mozelt in Germany

Lifco förvärvar Mozelt i Tyskland

WHY IT MATTERSTransactions reshape the company's exposure and capital structure.

Net short 0.60% — MILLENNIUM INTERNATIONAL MANAGEMENT LP in Aktiebolaget SKF

MILLENNIUM INTERNATIONAL MANAGEMENT LP reports net short 0.60% in Aktiebolaget SKF.

WHY IT MATTERSFI Blankning print — disclosed short interest, not a price forecast. Material when it stacks in a name.

Net short 0.69% — AQR Capital Management LLC in Lifco AB (publ)

AQR Capital Management LLC reports net short 0.69% in Lifco AB (publ).

WHY IT MATTERSFI Blankning print — disclosed short interest, not a price forecast. Material when it stacks in a name.

Net short 1.08% — BlackRock Advisors LLC in Svenska Cellulosa Aktiebolaget SCA

BlackRock Advisors LLC reports net short 1.08% in Svenska Cellulosa Aktiebolaget SCA.

WHY IT MATTERSFI Blankning print — disclosed short interest, not a price forecast. Material when it stacks in a name.

Net short 0.50% — Citadel Advisors LLC in Telefonaktiebolaget LM Ericsson

Citadel Advisors LLC reports net short 0.50% in Telefonaktiebolaget LM Ericsson.

WHY IT MATTERSFI Blankning print — disclosed short interest, not a price forecast. Material when it stacks in a name.

Tele2 AB: Förändring av antalet röster i Tele2

Tele2 AB: Change in the number of votes in Tele2

AstraZeneca: Datroway[ ]approved in the EU as only TROP2-directed medicine with overall survival benefit for the 1st-line treatment of patients with metastatic TNBC who are not candidates for immunotherapy

Essity: Omvandling av aktier

Essity: Conversion of shares

Lifco acquires ErgoPack in France

Lifco förvärvar ErgoPack i Frankrike

WHY IT MATTERSTransactions reshape the company's exposure and capital structure.

Sinch AB: Ändring av antalet aktier och röster i Sinch

Sinch AB: Change in the number of shares and votes in Sinch

Conversion of shares in Skanska AB

Omvandling av aktier i Skanska AB

Cecilia Vinterhed (Styrelseledamot) reported sale of ≈ 1,5 mkr

Reported to FI: sell of 9500 Quantity H & M Hennes & Mauritz AB share at 161 kr. Nature: open-market.

WHY IT MATTERSReported PDMR activity is one of the few verified disclosures of how executives position themselves.

Net short 0.99% — Arrowstreet Capital Limited Partnership in Embracer Group AB

Arrowstreet Capital Limited Partnership reports net short 0.99% in Embracer Group AB.

WHY IT MATTERSFI Blankning print — disclosed short interest, not a price forecast. Material when it stacks in a name.

Net short 0.99% — Kintbury Capital LLP in Lifco AB (publ)

Kintbury Capital LLP reports net short 0.99% in Lifco AB (publ).

WHY IT MATTERSFI Blankning print — disclosed short interest, not a price forecast. Material when it stacks in a name.

Net short 0.89% — AQR Capital Management LLC in Svenska Cellulosa Aktiebolaget SCA

AQR Capital Management LLC reports net short 0.89% in Svenska Cellulosa Aktiebolaget SCA.

WHY IT MATTERSFI Blankning print — disclosed short interest, not a price forecast. Material when it stacks in a name.

Net short 0.79% — Two Sigma Investments, LP in Telefonaktiebolaget LM Ericsson

Two Sigma Investments, LP reports net short 0.79% in Telefonaktiebolaget LM Ericsson.

WHY IT MATTERSFI Blankning print — disclosed short interest, not a price forecast. Material when it stacks in a name.

ABB Ltd: ABB share buybacks - July 23, 2026 - July 29, 2026

WHY IT MATTERSBuybacks and dividends signal management's view of intrinsic value and cash generation.

Elektrifieringsboomen: ABB ökar återköpen, NIBE köper i Tyskland

Kapitalallokeringen i elektrifieringskedjan intensifieras.