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

<ul><li>Lorem Ipsum is simply dummy text of the printing and typesetting industry.</li><li>Lorem Ipsum has been the industry's standard dummy text ever since 1966, when designers at Letraset and James Mosley, the librarian at St Bride Printing Library in London, took a 1914 Cicero translation and scrambled it to make dummy text for Letraset's Body Type sheets.</li><li>It has survived not only many decades, but also the leap into electronic typesetting, remaining essentially unchanged.</li></ul>

Lorem Ipsum is simply dummy text of the printing and typesetting industry.Lorem Ipsum has been the industry's standard dummy text ever since 1966, when designers at Letraset and James Mosley, the librarian at St Bride Printing Library in London, took a 1914 Cicero translation and scrambled it to make dummy text for Letraset's Body Type sheets.It has survived not only many decades, but also the leap into electronic typesetting, remaining essentially unchanged.

Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

<ul><li>In this edition: • InPost | reputation making steady progress in the UK • Arcadis | disappointing 25Q4 performance; to implement restructuring measure and refocus its strategy • Brunel International | intends to propose a super dividend of EUR 0.29 per share, bringing total to EUR 0.35 per share • E-commerce & online banking | a lot of websites use fingerprinting without prior consent</li></ul>

In this edition: • InPost | reputation making steady progress in the UK • Arcadis | disappointing 25Q4 performance; to implement restructuring measure and refocus its strategy • Brunel International | intends to propose a super dividend of EUR 0.29 per share, bringing total to EUR 0.35 per share • E-commerce & online banking | a lot of websites use fingerprinting without prior consent

Hennes & Mauritz AB - What's News in Amsterdam

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>The H&M Hennes & Mauritz AB Group's earnings report for the third quarter of 2025 presents both promising advancements and ongoing challenges typical of the fashion retail industry in a dynamic global market.</li><li>The company recorded a 2% sales growth in local currencies despite reducing its store count by 4% from the previous year.</li><li>This growth was supported by improvements in their digital platform, indicating successful digital transformation efforts that are resonating well with customers worldwide.</li></ul>

The H&M Hennes & Mauritz AB Group's earnings report for the third quarter of 2025 presents both promising advancements and ongoing challenges typical of the fashion retail industry in a dynamic global market.The company recorded a 2% sales growth in local currencies despite reducing its store count by 4% from the previous year.This growth was supported by improvements in their digital platform, indicating successful digital transformation efforts that are resonating well with customers worldwide.

Can H&M Group Balance Tariffs, Technology, & Trend Cycles to Stay on Top of Fast Fashion?

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Equity Capital Markets

<ul>
<li>Shein Group Ltd filed its prospectus for a Hong Kong listing on July 26th. SHEIN has adopted a dual-class share structure, which it expects to maintain post-IPO.</li>
<li>Shein is widely classified as the leading example of ultra-fast fashion.  It pushes traditional fast-fashion models to an extreme level through real-time trend tracking and massive daily output.</li>
<li> US de minimis exemption ended in August 2025,  increasing fulfillment costs for China-origin shipments. EU DSA investigation and escalating regulatory fines across multiple jurisdictions create compliance costs and reputational risk.</li>
</ul>


Shein Group Ltd filed its prospectus for a Hong Kong listing on July 26th. SHEIN has adopted a dual-class share structure, which it expects to maintain post-IPO.
Shein is widely classified as the leading example of ultra-fast fashion.  It pushes traditional fast-fashion models to an extreme level through real-time trend tracking and massive daily output.
 US de minimis exemption ended in August 2025,  increasing fulfillment costs for China-origin shipments. EU DSA investigation and escalating regulatory fines across multiple jurisdictions create compliance costs and reputational risk.


Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

<ul>
<li>H1/Q2 results largely match tone of management guidance from the IPO process</li>
<li>Revenue barely grew, and margins shrank due to higher Fulfilment costs (tied to oil)</li>
<li>Shares are down over 27% from IPO; any break from fuel costs could boost bottom-line</li>
</ul>


H1/Q2 results largely match tone of management guidance from the IPO process
Revenue barely grew, and margins shrank due to higher Fulfilment costs (tied to oil)
Shares are down over 27% from IPO; any break from fuel costs could boost bottom-line


SHEIN H1/Q2 Results | Slow Top-Line Growth, More Margin Compression | Fulfilment Costs Up Sharply

Sweden

Hennes & Mauritz AB (H&M) designs and retails fashions for women, men, teens, and children.  The Company sells a variety trendy, sporty, and classic garments in addition to accessories such as jewelery, bags, and scarves, and cosmetics. H&M owns and operates stores in many European countries and the United States.

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Hennes & Mauritz AB (HMB SS)

Testing marketedge

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since...

Redeye

Hennes & Mauritz AB - What's News in Amsterdam

In this edition: • InPost | reputation making steady progress in the UK • Arcadis | disappointing 25Q4 performance; to implement restructuring...

The IDEA!

Can H&M Group Balance Tariffs, Technology, & Trend Cycles to Stay on Top of Fast Fashion?

The H&M Hennes & Mauritz AB Group's earnings report for the third quarter of 2025 presents both promising advancements and ongoing...

Baptista Research

HK IPO WATCH: Shein - Behind the Seams!!

Shein Global Holdings reported 1% net revenue growth in the first half of 2026 as the online fashion retailer grapples with slowing demand and...

David Mudd

SHEIN H1/Q2 Results | Slow Top-Line Growth, More Margin Compression | Fulfilment Costs Up Sharply

SHEIN disclosed H126 financial results, which show few surprises: revenue growth is still depressed, and margins continue to shrink due to high...

Tracking Traffic

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