Rime

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AI log

What the model saw, what it scored, and why.

← Previous11. september 2026Next →Latest

Summary

Energy stocks dominate with Brent crude at $105.44/bbl driving EQNR and AKRBP to 20-day highs, while YAR and SCATC show the strongest broad momentum; ORK and KOG are notable laggards with sharp recent drawdowns.

Reasoning

Brent crude at a robust $105.44/bbl is the single biggest macro tailwind, strongly favouring Norwegian energy names (EQNR, AKRBP) which both sit at their 20-day highs with solid 5d and 20d returns. Aquaculture names diverge — MOWI and SALM show healthy momentum while AUSS has slipped; salmon spot data is unavailable so sector context is used. The news feed for all stocks contains only clearly irrelevant headlines (medispa, Netgear, Shopify), so no company-specific news catalyst is applied; scores are driven purely by momentum and sector fundamentals. ORK and KOG stand out as the weakest setups, both sitting at their 20-day lows with double-digit monthly drawdowns, while SCATC and YAR are the standout momentum leaders outside energy.

Rebalance

medium

Increased

SUBCSubsea 7 SA
+1.46%
MOWIMowi ASA
+0.88%
EQNREquinor ASA
+0.84%
STBStorebrand ASA
+0.79%
SALMSalMar ASA
+0.73%

Decreased

DNBDNB Bank ASA
1.96%
NHYNorsk Hydro ASA
0.78%
AKRBPAker BP ASA
0.70%
YARYara International ASA
0.45%
KOGKongsberg Gruppen ASA
0.38%
SCATCScatec ASA
0.31%
BWLPGBW LPG Limited
0.13%

Stock scores

15 stocks scored
RankTickerScoreConfidence
1▲4
EQNR80+8high
2▼1
AKRBP78-4high
3▼1
YAR78-2high
4—
SCATC74-1high
5▲1
SALM70+7high
6▲2
MOWI65+8medium
7▼4
DNB62-14medium
8▼1
NHY55-5medium
9—
BWLPG52medium
10—
TEL48+1medium
11▲1
STB45+7medium
12▼1
AUSS38low
13▲1
SUBC36+12low
14▼1
KOG22-4low
15—
ORK18-4low