Rime

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

← Previous14. september 2026Next →Latest

Summary

Energy stocks dominate with Brent at $106.78/bbl driving EQNR and AKRBP to multi-week highs, while salmon aquaculture (SALM leading) and LPG shipping (BWLPG) also show strong momentum, contrasted by sharp weakness in NHY, ORK, KOG, and SUBC.

Reasoning

Brent crude at $106.78/bbl is a powerful tailwind for Norwegian energy names EQNR and AKRBP, both sitting at or near 20-day highs with strong 20-day returns. Aquaculture sector shows bifurcation: SALM is at its 20-day high with exceptional momentum (+5% / +11.2%) while AUSS lags; BWLPG benefits from elevated commodity/shipping dynamics. On the negative side, NHY is under heavy selling pressure (-8% last 5 days, at 20d low), ORK has collapsed to its 20-day low (-12.5% over 20 days), and defensives like STB and TEL show weak-to-flat momentum; news flow is noise (irrelevant headlines) so momentum and macro dominate scoring today.

Rebalance

low

Increased

BWLPGBW LPG Limited
+4.42%
SALMSalMar ASA
+2.43%
EQNREquinor ASA
+1.74%
KOGKongsberg Gruppen ASA
+1.66%
AKRBPAker BP ASA
+0.55%
MOWIMowi ASA
+0.17%

Decreased

NHYNorsk Hydro ASA
4.00%
SCATCScatec ASA
2.42%
YARYara International ASA
1.91%
STBStorebrand ASA
1.35%
TELTelenor ASA
0.58%
SUBCSubsea 7 SA
0.50%
DNBDNB Bank ASA
0.18%

Stock scores

15 stocks scored
RankTickerScoreConfidence
1—
EQNR82+2high
2▲3
SALM78+8high
3▲6
BWLPG76+24high
4▼2
AKRBP72-6high
5▲1
MOWI58-7medium
6▼3
YAR55-23medium
7—
DNB53-9medium
8▼4
SCATC48-26medium
9▲3
AUSS42+4low
10—
TEL38-10low
11▲3
KOG32+10low
12▼1
STB30-15low
13—
SUBC28-8low
14▲1
ORK18low
15▼7
NHY14-41low