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

Bible 2Q25 – Telecom Infrastructure: Fixed and semis recover; mobile s...

Today, we are publishing the Telecom Infrastructure section of our 28th 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. In the coming weeks we will publish sections on Hyperscale & Cloud, PCs, Enterprise IT, Foundry and Semicap Equipment. Fixed equipment revenues are rebounding from the inventory correction, ...

ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Simon Granath
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Simon Granath
ABGSC Telecom Equipment Research ... (+4)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
  • Simon Granath
ABGSC Telecom Equipment Research ... (+4)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
  • Simon Granath
ABGSC Telecom Equipment Research ... (+4)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
  • Simon Granath
Pierre FerraguÊ
  • Pierre FerraguÊ

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.

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

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.

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 ...

ABGSC Telecom Equipment Research ... (+4)
  • ABGSC Telecom Equipment Research
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
  • Simon Granath
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