[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@balkemyr](/creator/twitter/balkemyr)
"Renovation is the bread and butter (abt XX %) of $AOJ so +17 % Danish home sales (YoY) is definitely good news and in line with the optimism of A&O Johansen and the Danish construction industry"  
[X Link](https://x.com/balkemyr/status/1902977007920529904) [@balkemyr](/creator/x/balkemyr) 2025-03-21T06:54Z XXX followers, XXX engagements


"The largest owner of M1 Kliniken AG got a new target price yesterday. From today's XX EUR to the target price XXX EUR just +240 %. Commissioned research however but actually not a fantasy target. Could #M1Kliniken be of interest to $ULTA or $OR.PA"  
[X Link](https://x.com/balkemyr/status/1801145381725589644) [@balkemyr](/creator/x/balkemyr) 2024-06-13T06:51Z XXX followers, 1449 engagements


"$AOJ is step by step taking over the Danish market for plumbing. Dahl (= Saint Gobain Distr. DK $SGO.PA) and Lemvigh-Mller seem to lose market shares. Ahlsell gave up after trying from scratch 1999-2009 but bought Sanistl in 2022. Still no success"  
[X Link](https://x.com/balkemyr/status/1958458462448517207) [@balkemyr](/creator/x/balkemyr) 2025-08-21T09:17Z XXX followers, 1124 engagements


"$AOJ is indeed a small diamond. "ACATIS SMALL DIAMONDS Top XX Positionen X. STEF XX % X. Kinsale Capital XX % X. A&O Johansen XX %""  
[X Link](https://x.com/balkemyr/status/1966157554486227311) [@balkemyr](/creator/x/balkemyr) 2025-09-11T15:11Z XXX followers, 1214 engagements


"I assume that everybody has seen that SEB (via Marketwire) today revealed that $AOJ is its favourite share within Danish construction and Danish construction is performing well. A double ka-ching"  
[X Link](https://x.com/balkemyr/status/1976184160227115409) [@balkemyr](/creator/x/balkemyr) 2025-10-09T07:13Z XXX followers, 3786 engagements


"If @tom_peters is still "In Search of Excellence" (best business book ever) he should have a look at A&O Johansen $AOJ which is a Danish Ferguson $FERG. Everything that A&O Johansen does is top-notch like hiring one of the very best cyber security Danes"  
[X Link](https://x.com/balkemyr/status/1978375712076706192) [@balkemyr](/creator/x/balkemyr) 2025-10-15T08:21Z XXX followers, XXX engagements


"The SEB top trio seems to be $AOJ Aarsleff and MT Hjgaard. Aarsleff and $MTHH are valued at XX and XX % of their respective SEB target prices so A&O Johansen could already today (not in some distant future) cost ca XXX DKK (0.88x130=114.40) where XXX is the SEB target price"  
[X Link](https://x.com/balkemyr/status/1976233769154809932) [@balkemyr](/creator/x/balkemyr) 2025-10-09T10:30Z XXX followers, XXX engagements


"$FERG is by the way trading at a P/E ratio twice that of $AOJ. For warehouse automation Ferguson seems to rely on AutoStore which for many products is quite a slow automation. A&O Johansen only uses AutoStore for clothing where AutoStore makes sense. Cuby shuttles for speed"  
[X Link](https://x.com/balkemyr/status/1978378557911965848) [@balkemyr](/creator/x/balkemyr) 2025-10-15T08:32Z XXX followers, XXX engagements