Investing in Denmark:

The country of Novo Nordisk

 

INVESTOR TRIP TO COPENHAGEN

 

23 - 25 May 2024

A small market with lots of choice

Some hands-on, real-life research on Denmark's investment opportunities.

Denmark may be a country of just 6m people, but in terms of publicly listed companies, it's punching far above its weight:

  • Novo Nordisk is Europe's most valuable company when measured by market cap.
  • ALK-Abelló is one of Denmark's hidden champions, with a 35% global market share in allergy treatments.
  • Scandinavian Tobacco is the world's leader for cigars.

The Copenhagen Stock Exchange offers a lot more choice for investors than most investors would be aware of. It makes you wonder:

  • Which famous brand names are listed in Copenhagen?
  • What are up-and-coming Danish healthcare companies?
  • Which Danish blue-chip companies may be worth investigating in more detail?

Over three days in Copenhagen, 14 Undervalued-Shares.com readers and myself got a better understanding of the Danish market, looked at several promising companies, and enjoyed some local experiences as well as networking with like-minded individuals.

A small market with lots of choice

Denmark investor trip 2024

What was the trip about?

The group

14 participants from the UK, the US, Israel, and Germany – all with a professional background, such as fund management, HNWI investor, equity analyst or similar.

The activities

We spent two full days visiting publicly listed companies in and around Copenhagen, followed by shared dinner in the evenings.

On the third day, we enjoyed a private tour of Copenhagen by "Politically Incorrect Tours" who fulled delivered on their briefing "We are impossible to offend, so give us your best!".

The companies

We met with the following publicly listed companies:

cBrain
Software for the digital transformation of the knowledge economy
EUR 900m market cap

Scandinavian Tobacco
200 brands, world's #1 for cigars and pipe tobacco
EUR 1.4bn market cap

ALK-Abelló
35% global market share in allergy treatments
EUR 3.3bn market cap

Bavarian Nordic
Vaccines against infectious diseases and cancer
EUR 1.7bn market cap

Ørsted
#1 worldwide for offshore wind farms
EUR 21bn market cap

Ambu
Single-use endoscopy devices
EUR 3.5bn market cap

Lundbeck
Pharma for brain disease
EUR 800m market cap

Vestas
Wind turbine manufacturer
EUR 25bn market cap

Royal Unibrew
Danish beer brands and strong presence in the Baltics
EUR 3bn market cap

Interested in joining?

There are likely to be more such investor trips in the future.

Check back on here for details (and don't forget, as a Lifetime Member, you always get priority booking!).

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