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ABGSC Telecom Equipment Research ... (+4)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
08/01/25 August 1, 2025 1 EN
ABGSC Telecom Equipment Research ... (+4)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
07/31/25 July 31, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...
ERIC B Telefonaktiebol... ... (+9)

2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 22 names we followed last week, follow the link below.

INFINEON INFINEON TECHNOLOGIES AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
MBLY ASML HOLDING NV
ERIC-B MOBILEYE NV
ERICB EU ERICSSON LM-B SHS
07/28/25 July 28, 2025 1 EN
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
07/27/25 July 27, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...
ERIC B Telefonaktiebol... ... (+7)

H20 ban, TSMC beats, ASML cautious, Auto pull-ins, RAN muted. Our week...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we followed last week, follow the link below.

INFINEON INFINEON TECHNOLOGIES AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
ERIC-B ASML HOLDING NV
ERICB EU ERICSSON LM-B SHS
07/21/25 July 21, 2025 1 EN
Free Trial
ERIC B Telefonaktiebol...

Telefonaktiebolaget L M Ericsson: 1 director

A director at Telefonaktiebolaget L M Ericsson bought 7,444,454 shares at 72.520SEK and the significance rating of the trade was 68/100. 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 ...

ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
07/18/25 July 18, 2025 1 EN
Adrian Pehl ... (+2)
  • Adrian Pehl
  • Klaus Ringel
DETNOR AKER BP ASA
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
RNO RENAULT SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
REE RED ELECTRICA CORP. SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
PRY PRYSMIAN S.P.A.
MOB MOBILEZONE HOLDING AG
RIO RIO TINTO PLC
ASML ASML HOLDING NV
JDEP JDE PEET'S NV
ACLN ACCELLERON INDUSTRIES LTD
AF AIR FRANCE - KLM
SUNN SUNRISE
07/16/25 July 16, 2025 1 EN
Adrian Pehl ... (+2)
  • Adrian Pehl
  • Klaus Ringel
DETNOR AKER BP ASA
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
RNO RENAULT SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
REE RED ELECTRICA CORP. SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
PRY PRYSMIAN S.P.A.
MOB MOBILEZONE HOLDING AG
RIO RIO TINTO PLC
ASML ASML HOLDING NV
JDEP JDE PEET'S NV
ACLN ACCELLERON INDUSTRIES LTD
AF AIR FRANCE - KLM
SUNN SUNRISE
07/16/25 July 16, 2025 1 FR
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
07/16/25 July 16, 2025 1 EN
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
07/16/25 July 16, 2025 1 FR
ABGSC Telecom Equipment Research ... (+4)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
07/15/25 July 15, 2025 1 EN
Adrian Pehl ... (+4)
  • Adrian Pehl
  • Emira Sagaama
  • Klaus Ringel
  • Margaux van Oerle
CS AXA
DETNOR AKER BP ASA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ARCAD ARCADIS NV
SAP SAP SE
ACLN ACCELLERON INDUSTRIES LTD
07/15/25 July 15, 2025 1 EN
Adrian Pehl ... (+4)
  • Adrian Pehl
  • Emira Sagaama
  • Klaus Ringel
  • Margaux van Oerle
CS AXA
DETNOR AKER BP ASA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ARCAD ARCADIS NV
SAP SAP SE
ACLN ACCELLERON INDUSTRIES LTD
07/15/25 July 15, 2025 1 FR
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
07/15/25 July 15, 2025 1 EN
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
07/15/25 July 15, 2025 1 FR
ABGSC Telecom Equipment Research ... (+4)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
07/15/25 July 15, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
ERIC B Telefonaktiebol...
ERIC-B ERICSSON LM-B S...

Ericsson 2Q25: FX and ex-US weigh on revenues. We remain on the sideli...

Ericsson reported 2Q25 this morning. Please click the link below for our take on the print.

ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ERIC-B ERICSSON LM-B SHS
07/15/25 July 15, 2025 1 EN
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
07/04/25 July 4, 2025 1 EN
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
07/02/25 July 2, 2025 1 EN
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
06/24/25 June 24, 2025 1 EN
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