L.M. Ericsson Telephone Co. B

Ericsson provides communications technology and services. Co.'s services, software and infrastructure – especially in mobility, broadband and the cloud – enable the telecom industry and other sectors to do business, increase efficiency, improve the user experience and capture new opportunities. Co. has more than 110,000 professionals and customers in more than 180 countries. Co. provides support for networks with more than 2.5 billion subscribers. Co.'s core business areas are called Radio, Core and Transmission and Telecom Services. Co. divides its operations into three business segments: Networks, Global Services and Support Solutions.
  • TickerERIC B
  • ISINSE0000108656
  • ExchangeNasdaq Nordic Stockholm
  • SectorTechnology Hardware & Equipment
  • CountrySweden

Analysts

Frank Maaø ...
  • Martin Arnell
  • Mattias Holmberg
  • Nicolay Dyvik
  • Niklas Wetterling
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Patrik Ling
  • Rune Majlund Dahl
  • Viktor Trollsten

Northern Lights

Frank Maaø

Ericsson (Buy, TP: SEK100.00) - Expecting upbeat tones

We have three focal points prior to next week’s business update and ‘MWC substitution’ webcast with Ericsson’s management: 1) North America, 2) Product launches, and 3) new commentary around openRAN, which we expect to be dismissive. We reiterate our BUY and SEK100 target price.

Michael Gordon ...
  • Nicholas Rodelli

Legal Edge Educational Update: Huawei Loses to United States Over Spending Ban

Peter Kurt Nielsen

Ericsson - US merger a catalyst for upgrades

T-Mobile/Sprint merger passes last-remaining main hurdle Merger could add 10% to Ericsson’s 2020 operating profit Shares at significant discount to peers. BUY

With a more favourable environment, TELAB.LM ERIC. improves to Slightly Positive

TELAB.LM ERIC. (SE), a company active in the Telecommunications Equipment industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 2 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date February 7, 2020, the closing price was SEK 83.70 and its potential was estimated at SEK 93.30.

Frank Maaø

Ericsson (Buy, TP: SEK100.00) - Expecting upbeat tones

We have three focal points prior to next week’s business update and ‘MWC substitution’ webcast with Ericsson’s management: 1) North America, 2) Product launches, and 3) new commentary around openRAN, which we expect to be dismissive. We reiterate our BUY and SEK100 target price.

Peter Kurt Nielsen

Ericsson - US merger a catalyst for upgrades

T-Mobile/Sprint merger passes last-remaining main hurdle Merger could add 10% to Ericsson’s 2020 operating profit Shares at significant discount to peers. BUY

Zhang Jun

Telefonaktiebolaget LM Ericsson (publ)

Zhang Jun

Telefonaktiebolaget LM Ericsson (publ)

Zhang Jun

Telefonaktiebolaget LM Ericsson (publ)

1 director sold

A director at Telefonaktiebolaget L M Ericsson sold 4,495 shares at 88.520SEK and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. T...

Frank Maaø ...
  • Martin Arnell
  • Mattias Holmberg
  • Nicolay Dyvik
  • Niklas Wetterling
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Patrik Ling
  • Rune Majlund Dahl
  • Viktor Trollsten

Northern Lights

Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Bruno Cavalier
  • Delphine Brault
  • Michael Foundoukidis
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/27/2020

...

Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Bruno Cavalier
  • Delphine Brault
  • Michael Foundoukidis
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/01/2020

...

Fatma Agnès Hamdani ...
  • Fehmi Ben Naamane
  • Laurence Hofmann
  • Martial Descoutures
  • Matthias Desmarais
  • Oussema Denguir
  • Samantha Jeary
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/24/2020

Since 2005, the group’s strategy has focused on renewable energies via its dedicated subsidiary EDPR. Ahead of the general meeting in April 2021, which is expected to renew the management, we believe that a reorganisation of the group’s share ownership (owing to its Chinese shareholder CTG) and structure is inevitable to realign the 2019-2022 strategy with its profile. We see EDP as a possible target for a player seeking to bolster its positions or gain a foothold in renewable energie...

Fatma Agnès Hamdani ...
  • Fehmi Ben Naamane
  • Laurence Hofmann
  • Martial Descoutures
  • Matthias Desmarais
  • Oussema Denguir
  • Samantha Jeary
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/01/2020

Entamée dès 2005, la stratégie est centrée sur les énergies renouvelables à travers sa filiale dédiée EDPR. En amont de l’assemblée générale d’avril 2021, qui doit renouveler le management, nous considérons qu’une restructuration actionnariale (en raison de son actionnaire chinois CTG) et structurelle est inévitable afin de réaligner la stratégie 2019/2022 avec le profil du groupe. EDP demeure à nos yeux une cible possible pour un acteur souhaitant renforcer ou entrer dans le renouvel...

Michael Gordon ...
  • Nicholas Rodelli

Legal Edge Educational Update: Huawei Loses to United States Over Spending Ban

With a more favourable environment, TELAB.LM ERIC. improves to Slightly Positive

TELAB.LM ERIC. (SE), a company active in the Telecommunications Equipment industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 2 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date February 7, 2020, the closing price was SEK 83.70 and its potential was estimated at SEK 93.30.

Zhang Jun

Telefonaktiebolaget LM Ericsson (publ)

Michael Gordon ...
  • Nicholas Rodelli

T-Mobile US, Inc. (TMUS)/Sprint Corp. (S): Top Eight Takeaways from Trial

Michael Gordon ...
  • Nicholas Rodelli

QUALCOMM Inc. (QCOM): Update on FTC Litigation, DoJ/US PTO Statement, and Ericsson/TCL Case

Expert Corporate Governance Service (ECGS)

Ericsson, March 27 2019

In general, Ericsson is in compliance with the Swedish regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 8.2, discharge of the board of directors & CEO is sought. ECGS notes that the Company's CEO (Mr. Börje Ekholm) and CFO (Mr. Carl Mellander) became defendants in a US lawsuit alleging violations of US securities laws. As long as the results of this investigation are unclear, ECGS is unwilling to grant discharge.  Accordingly, ECGS recommends to vote OPPOSE. Under ITEM 10, the nomination committee seeks approval of the remuneration of the  boa...

Ericsson – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Developed Markets Leadership Chart Book

Europe in focus The U.S. dollar continues to grind marginally higher, and EM equities have suffered as a result. Meanwhile, RS for the MSCI EAFE index is bottoming when compared to the MSCI EM index, largely due to outperformance in Europe. With developed int'l markets beginning to outperform emerging markets, we recommend adding exposure to the developed int'l space. Below we highlight attractive and actionable themes within developed int'l: • Europe & Japan: Though this is an all-encompassing bottoms-up chart book for developed ex-U.S., make no mistake, the vast majority of today's buy rec...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Add exposure to Technology, Communications We view weakness over the past week as correcting a significant amount of the excess optimism that was baked-in to global equities. As a result, we recommend taking advantage of the pullback by adding exposure to our favorite areas - namely Technology. Our overall outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. • Index overviews: MSCI ACWI ex-US, MSCI EM, STOXX Europe 50, and the TOPIX indexes are analyzed from both a price and RS perspective... see page 2...

Jérôme VINERIER

Analyse court terme - ERICSSON (Stockholm) : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. Le MACD est positif, il confirme cette tendance. Le mouvement peut se poursuivre. Les objectifs suivants sont à 88,50 SEK et 95,10 SEK. La tendance serait invalidée sous le support à 68,60 SEK.

Jérôme VINERIER

Short term view - ERICSSON (Stockholm) : The background trend is clearly bullish.

The background trend is clearly bullish. The MACD is positive, it confirms that trend. The movement can go on. The following targets are at SEK 88.50 and SEK 95.10. The trend would be invalidated below the support at SEK 68.60.

Jérôme VINERIER

Analyse court terme - ERICSSON (Stockholm) : Le mouvement peut se poursuivre.

La tendance de fond est clairement orientée à la hausse. Le MACD est positif, il confirme cette tendance. Le mouvement peut se poursuivre. Les objectifs suivants sont à 88,50 SEK et 95,10 SEK. La tendance serait invalidée sous le support à 68,60 SEK.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch