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Steffen Evjen
  • Steffen Evjen

Valuation update

In this note, we show updated valuation statistics for the E&P sector.

Telefonaktiebolaget L M Ericsson: 1 director

A director at Telefonaktiebolaget L M Ericsson bought 40,000 shares at 80.080SEK and the significance rating of the trade was 86/100. 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 las...

Steffen Evjen
  • Steffen Evjen

Weekly news, topics & discussion

This week, Equinor reported Q1 results in line with expectations. However, we continue to see valuation downside due to Empire Wind risks and a likely sharp YOY drop in 2026e buybacks. OKEA also reported in-line Q1 results. In other news, Equinor announced it agreed to sell its 60% Peregrino stake at a solid price, although we believe the proceeds would have to support near-term shareholder returns to drive a positive share price reaction.

Steffen Evjen
  • Steffen Evjen

Valuation update

In this note, we show updated valuation statistics for the E&P sector.

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Allfunds Group plc: Calm before the storm. Coca-Cola Europacific Partners: No Leap(ing) Easter Bunnies. Recticel: Strong start to the year thanks to Insulation Boards. Universal Music Group: Spotify to increase Europe and Latin America prices this Summer

ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Simon Granath
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