reports
Pandora AS: 1 director
A director at Pandora AS sold 5,000 shares at 1,138.250DKK and the significance rating of the trade was 73/100. 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 sh...
- Matthew Bryson
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- Wedbush Research
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- Matthew Bryson
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- Jesper Ingildsen
Pandora (Buy, TP: DKK1400.00) - More than charming growth
Top-line growth was once again much stronger than expected, with Q1 LFL growth accelerating to c11%, and trading comments suggest still-solid momentum in April. While comparables are becoming tougher, we believe the brand momentum supported by incremental growth opportunities could prove the revised guidance conservative again. We reiterate our BUY and DKK1,400 target price.
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- Hanna Lindbo
Nobia (Hold, TP: SEK5.00) - Ongoing renovation
We have lowered our 2024–2025e sales slightly and our adj. EBIT by 10–5% ahead of the Q1 results. While we find Nobia’s financial position has improved significantly following the de-leveraging measures, we see some demand uncertainty into 2025 and 2026 (primarily in the Project business), and reiterate our HOLD, but have raised our target price to SEK5 (3.58), based on a blended 2-year forward EV/sales of 0.65x.
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
TGS Vesting Under the 2022 Long-Term Incentive Plan
TGS Vesting Under the 2022 Long-Term Incentive Plan Oslo, Norway (29 April 2024) –TGS granted the second tranche of Performance Stock Units (PSUs) under the Magseis 2022 Long-term Incentive Plan previously adopted and authorized by the Board of Directors of TGS ASA in 2023. In accordance with the terms of this Plan, the second tranche of PSUs vested on 1 April 2024, resulting in a total of 61 PSU holders having the right to request the issuance of TGS shares at par value NOK 0.05. The company previously determined that the final payout on the PSUs is 58.3% based on achievement of perfor...
- Patrik Ling
Swedish Orphan Biovitrum (Buy, TP: SEK335.00) - Strong start to 2024
The Q1 earnings were above our forecast, even though some of the positive effects were one-offs (manufacturing revenues, among others). We believe Vonjo sales have bottomed out and we should be back at QOQ growth from Q2. The haemophilia franchise enjoyed stronger than expected growth, but some of this was due to phasing between quarters (hence this might hurt Q2 sales slightly). We reiterate our BUY and have increased our target price to SEK335 (320).
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
TGS Q1 2024 Presentation and Webcast
TGS Q1 2024 Presentation and Webcast OSLO, Norway (24 April 2024) - TGS will release its Q1 2024 results at approximately 07:00 CEST on 8 May 2024. CEO Kristian Johansen and CFO Sven Børre Larsen will present the results at 09:00 CEST at House of Oslo, Ruseløkkveien 34, Oslo, Norway. The presentation is open to the public and can be followed live online. Access and registration for online attendees are available by copying and pasting this link into your browser: The slides from the presentation will also be available in PDF format at both the TGS and Oslo Stock Exchange websites. For m...
TGS and PGS Receive Norwegian Competition Clearance for Merger
TGS and PGS Receive Norwegian Competition Clearance for Merger OSLO, Norway (17 April 2024) - Reference is made to the joint stock exchange announcement on 18 September 2023 by TGS ASA ("TGS" or the "Company," OSE: TGS) and PGS ASA ("PGS," OSE: PGS) regarding the combination of the two companies (the "Merger") to establish the premier energy data company, as well as subsequent announcements on 25 October 2023 and 1 December 2023 regarding, respectively, the execution of the definitive merger agreement and approval by the extraordinary general meetings. As further announced in the update on...
- Joachim Gunell
Ericsson (Buy, TP: SEK70.00) -
Despite a delay in our mix-driven earnings and FCF rebound case, Ericsson’s Q1 gross margin showed early signs of trends we believe should accelerate through 2024 and ultimately drive Infront consensus EPS revisions closer to our full-year adj. EBITA (17% above consensus), potentially triggering a re-rating. In our view, Ericsson’s soft market outlook commentary and implicit Q2 guidance should be seen in light of its ongoing union negotiations in Sweden amid lay-offs. We reiterate our BUY and SE...
- Salome Charamalet
- Stefano Toffano
- Jesper Ingildsen
Pandora (Buy, TP: DKK1400.00) - Likely strong start to the year
Driven by strong brand momentum, increased investments and phased network expansion, we expect Pandora to have seen a strong start to the year (Q1 results due at 07:30 CET on 2 May). We forecast c15% organic growth YOY for Q1 (consensus c12%) and, as flagged by the company, a subdued EBIT margin due to investments. We continue to regard the full-year guidance as conservative (as has tended to be the case) and believe it could be updated with the results. We reiterate our BUY and DKK1,400 target ...
- Salome Charamalet
- Stefano Toffano
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