Rime

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

← Previous18. september 2026Next →Latest

Summary

Strong Brent crude at $103.40/bbl dominates the Oslo Børs narrative, lifting Energy names while aquaculture and materials face headwinds from recent price weakness.

Reasoning

Brent at $103.40/bbl is a powerful tailwind for AKRBP and EQNR, both of which show strong 20d momentum and are sitting near their 20-day highs — the clearest bullish setups in the universe. BWLPG is the standout momentum trade with +8.7% 5d and +12% 20d, hitting 100% of its 20-day range. Aquaculture names (AUSS, MOWI, SALM) face mixed signals: salmon spot price data is unavailable, and recent 5-day weakness is notable, though SALM retains solid 20d gains. NHY and SCATC are the weakest setups, with heavy 5-day drawdowns, deep negative vsMA readings, and no clear short-term catalyst to reverse the trend. Defensives (TEL, DNB) offer stability with low volatility, while KOG surges on likely defence/industrial catalyst momentum.

Rebalance

medium

Increased

KOGKongsberg Gruppen ASA
+2.70%
STBStorebrand ASA
+1.54%
ORKOrkla ASA
+1.50%
DNBDNB Bank ASA
+0.44%
MOWIMowi ASA
+0.21%

Decreased

EQNREquinor ASA
1.89%
YARYara International ASA
1.06%
SALMSalMar ASA
0.86%
TELTelenor ASA
0.84%
BWLPGBW LPG Limited
0.75%
SCATCScatec ASA
0.55%
AKRBPAker BP ASA
0.51%

Stock scores

15 stocks scored
RankTickerScoreConfidence
1▲1
AKRBP82+2high
2▼1
EQNR79-8high
3—
BWLPG78high
4▲4
KOG72+24high
5▼1
SALM60-2medium
6▼1
TEL58-2medium
7—
DNB57+7medium
8▲1
MOWI52+5medium
9▼3
YAR51-4medium
10▲1
STB46+14medium
11▲2
AUSS38+10low
12▼2
SUBC38+3low
13▲1
ORK35+13low
14▼2
SCATC28-2low
15—
NHY22+4low