Research from Redeye, Redeye AB

Redeye

Research from Redeye

Redeye AB

Specialists in innovative and fast-growing Nordic companies within Life Science and Technology.

Redeye is the next generation equity research and investment banking company, specialized in Life Science and Technology. We are the leading provider of Corporate Broking and Corporate Finance in these sectors.

Our clients are innovative growth companies in the Nordics and we use a unique Rating model based on a value based investment philosophy. Redeye was founded 1999 in Stockholm and is regulated by the Swedish Financial Authority (Finansinspektionen).

Equity Bottom-Up

Polygiene Group AB develops, manufactures, and sells antimicrobial and odor control solutions for textiles and other surfaces. The company provides a wide range of technologies and treatments for products, serving partners across various categories, such as sports and outdoor, fashion and lifestyle, workwear, hospitality, home, and healthcare. It operates globally and offers its products under the Polygiene brand.

<ul><li>Redeye terminates its coverage of Polygiene and will cease providing research following quarterly reports or other business events for the company.</li><li>Redeye’s fair value range will be inactivated.</li></ul>

Redeye terminates its coverage of Polygiene and will cease providing research following quarterly reports or other business events for the company.Redeye’s fair value range will be inactivated.

Oncopeptides AB is a biotech company that engages in the research, development, and commercialization of targeted therapies for difficult-to-treat hematological diseases. The company's lead product is Pepaxti (melflufen), a peptide-drug conjugate for the treatment of relapsed or refractory multiple myeloma. Oncopeptides' proprietary Peptide Drug Conjugate (PDC) platform is designed to rapidly and selectively deliver cytotoxic agents into cancer cells.

<ul><li>Redeye has published new research on Oncopeptides.</li></ul>

Redeye has published new research on Oncopeptides.

Oncopeptides: PDC Platform Crosses the Blood-Brain Barrier

Ascelia Pharma AB operates as a drug development company. The Company develops medicines and drugs for the treatment of liver metastases and gastric cancer. Ascelia Pharma serves patients in Sweden.

<ul><li>Redeye comments on the minutes from Ascelia’s Type A meeting with the FDA and subsequent conference call.</li></ul>

Redeye comments on the minutes from Ascelia’s Type A meeting with the FDA and subsequent conference call.

Hacksaw AB operates as a B2B iGaming technology platform and game development company. The Company's platform enables rapid development and distribution of in-house and third-party games including digital slots, scratch cards, and instant win games. Hacksaw serves iGaming operators worldwide.

<ul><li>Redeye comments on Hacksaw’s preliminary Q3-result outcome which was below Redeye’s forecasts.</li></ul>

Redeye comments on Hacksaw’s preliminary Q3-result outcome which was below Redeye’s forecasts.

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Skandinaviska Enskilda Banken / Equity Bottom-Up

Skandinaviska Enskilda Banken AB (SEB) is a North European financial banking group.  The Bank offers corporate, institutional, and private banking services including savings account, investment banking, securities brokerage services, loans, pensions, and insurance products.  SEB has branches throughout Sweden, in Germany and the Baltic States, and is represented in many countries worldwide.

<ul>
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Cornerstone Nordic Corporate Banking Franchise: <a href="https://smartkarma.com/entities/skandinaviska-enskilda-banken">Skandinaviska Enskilda Banken</a> AB (SEB) is the preeminent corporate and institutional bank in Northern Europe, anchored by deep industrial ties across the Wallenberg ecosystem and established leadership in Sweden and the Baltics.</li>
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Resilient Profitability Amid Rate Normalisation: Despite policy rate easing compressing net interest margins from 2023 peak levels (FY25 net income of SEK 31,063m vs. SEK 38,116m in FY23), SEB sustains high return on equity (&gt;14%) through strong fee generation in wealth management and advisory, conservative underwriting, and tight cost control.</li>
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Disciplined Capital Return and Leadership Transition: SEB offers an attractive shareholder return profile featuring a 4.92% dividend yield and ongoing share repurchases, while the market monitors strategic continuity following the October 2026 leadership transition from Johan Torgeby to acting President and CEO Jonas Ahlström.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
Cornerstone Nordic Corporate Banking Franchise: Skandinaviska Enskilda Banken AB (SEB) is the preeminent corporate and institutional bank in Northern Europe, anchored by deep industrial ties across the Wallenberg ecosystem and established leadership in Sweden and the Baltics.
  
Resilient Profitability Amid Rate Normalisation: Despite policy rate easing compressing net interest margins from 2023 peak levels (FY25 net income of SEK 31,063m vs. SEK 38,116m in FY23), SEB sustains high return on equity (&gt;14%) through strong fee generation in wealth management and advisory, conservative underwriting, and tight cost control.
  
Disciplined Capital Return and Leadership Transition: SEB offers an attractive shareholder return profile featuring a 4.92% dividend yield and ongoing share repurchases, while the market monitors strategic continuity following the October 2026 leadership transition from Johan Torgeby to acting President and CEO Jonas Ahlström.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Skandinaviska Enskilda Banken (SEBA SS) - Oct 2026