reports
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 3Q25
We publish today our comprehensive quarterly bible: 242 pages of detailed analysis on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
TGS enters Multi-year Agreement with Supermajor for Licensing of Imagi...
TGS enters Multi-year Agreement with Supermajor for Licensing of Imaging AnyWare OSLO, Norway (22 December 2025) – TGS, a global leader in energy data and intelligence, announces that a supermajor has entered into a multi-year enterprise agreement for the licensing of TGS’ Imaging AnyWare software suite. With the addition of this licensing agreement, TGS now counts multiple supermajors among its Imaging AnyWare software clients. This agreement reinforces TGS’ position at the forefront of geophysical technology innovation and leadership in commercial seismic processing software. Kristian J...
- Pierre FerraguÊ
Bible 3Q25 – Telecom: Growth in fixed & semis; mobile stabilizing
Today, we are publishing the Telecom Infrastructure section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Fixed equipment revenues are rebounding from the inventory correction, rising 11% YoY. RAN revenues declined 1% YoY, reflecting the ongoing weak demand following the 5G cycle. Telecom semis ...
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
- ABGSC Energy Research
- John Olaisen
TGS Awarded Streamer 4D Contract Offshore Brazil
TGS Awarded Streamer 4D Contract Offshore Brazil OSLO, Norway (11 December 2025) – TGS, a leading provider of energy data and intelligence, is pleased to announce the award of a streamer 4D contract in the Campos basin, offshore Brazil. A Ramform vessel is scheduled to mobilize for the survey in the second half of 2026, with the contract expected to last approximately 75 days. Kristian Johansen, CEO of TGS, commented, "We are very pleased to secure this 4D streamer contract for an independent energy company in Brazil. By leveraging our purpose-built Ramform designed vessel, equipped wit...
Pandora AS: 1 director
A director at Pandora AS bought 25,000 shares at 750.400DKK and the significance rating of the trade was 70/100. 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 s...
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC Telecom Equipment Research
- Simon Granath
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Mikkel Kousgaard Rasmussen
- ABGSC Telecom Equipment Research
- Simon Granath
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- John Olaisen
- Stian Wibstad
TGS Awarded OBN Contract in Europe
TGS Awarded OBN Contract in Europe OSLO, Norway (1 December 2025) – TGS, a leading provider of energy data and intelligence, is pleased to announce the award of an OBN contract in Europe. The company’s node-on-a-rope crew is scheduled to mobilize early May 2026, and the contract has a duration of approximately 60 days. Kristian Johansen, CEO of TGS, commented, "We are very pleased to secure our first OBN contract for the 2026 season in Europe. The European market currently has several tenders for OBN projects planned for 2026, and our goal is to build a robust acquisition campaign in the ...
- ABGSC Oil & Oil Services Research
- John Olaisen
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Njål Kleiven
- Stian Wibstad
- ABGSC Energy Research
- Åsne Holsen
- Daniel Vårdal Haugland
- John Olaisen
- Stian Wibstad
- Pierre FerraguÊ
- ABGSC Energy Research
- Daniel Vårdal Haugland
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Njål Kleiven
- Stian Wibstad
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Eircom, EVOCA, Altice France (SFR), Stada, TGS ASA, EnQuest Plc, Crown Holdings, Alain Afflelou, Manuchar, Asmodee, Novelis, Arxada, Ahlstrom, AMS Osram, Ardagh Metal Beverage Packaging, Odigeo, Motel One
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.