Morning Comment Sweden-06/11/2026

Research evidence excerpt

Morning Comment Sweden-06/11/2026

ned a lease

agreement with Anticimex for ~1,200 sqm in its Sunnanå 12:26 project at S&P sector performance

Stora Bernstorp, Malmö, with occupancy planned during 2027. The letting -8.0% -6.0% -4.0% -2.0% 0.0% 2.0% 4.0%

highlights continued demand for modern light industrial premises in the Telecom 2.2%

area. Oil E&P 2.2%

• IVSO - Invisio - Buy, TP SEK 330: Announces a new capability in its T30 Insurance 1.5%

headset that enhances the ability for users on the ground to identify Oil Integrated 1.3%

drones earlier, without requiring any extra equipment. T30 volumes, which

Oil Services 0.5%

are aimed at the broader military vs. special forces, have only gradually

started to ramp up, and we argue that this is a highly sought-after feature Utilities -0.0%

that should support more tenders going forward. Banks -0.5%

Technology & Hardware -0.6%

Pharma -0.9%

Software -1.5%

Chemicals -1.6%

Retail -1.8%

Media & Entertainment -2.0%

Aerospace & Defence -2.5%

Gold -3.6%

Semiconductors -3.8%

Airlines -5.6%

Commodities, FX, rates and volatility

Key Items Last 5 days Latest +/- % YTD%

Brent 93.3 0.20 0.2 78.1

WTI 90.4 0.42 0.5 72.2

N. Gas (TTF) 50.6 0.64 1.3 79.8

Gold 4,118.6 -14.70 -0.4 -7.1

USD/NOK 9.47 -0.03 -0.3 -6.2

EUR/NOK 10.94 -0.04 -0.4 -7.7

US 10Y 4.54 0.02 0.3 9.0

SOFR 3M 3.67 0.00 0.10 0.37

Vix 22.2 2.35 11.8 48.6

Dollar Index 99.9 0.04 0.0 1.7

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