reports
- ABGSC Telecom Equipment Research
- Simon Granath
- Felix Fischer
Asia Monthly – Impact Of Iran Conflict And March 2026 In Review - Lucr...
In our latest Asia Monthly, we discuss the impact of the Middle East conflict on our Asian Coverage Universe. In addition, we review the performance of major Asian credit indices and UST curve movements in March 2026. We also provide a recap of major news and macroeconomic releases, including those from the US, China, India, Indonesia and Japan. In addition, we summarise the top/bottom performers, recent USD bond issuances and rating actions in Asian corporate credit, as well as a list of ...
M04 MGM CHINA HOLDINGS LIMITED
MAS MELCO RESORTS & ENTERTAINMENT LIMITED SPONSORED ADR
JSWSTEEL JSW STEEL LIMITED
00813 SHIMAO GROUP HOLDINGS LIMITED
XGH CHINA WATER AFFAIRS GROUP LIMITED
00817 ENN ENERGY HOLDINGS LIMITED
CHINA JINMAO HOLDINGS GROUP LIMITED
01238 CENTRAL CHINA REAL ESTATE LIMITED
00992 POWERLONG REAL ESTATE HOLDINGS LTD.
VED LENOVO GROUP LIMITED
02777 VEDANTA RESOURCES PLC
03383 GUANGZHOU R&F PROPERTIES CO. LTD. CLASS H
TATASTEEL AGILE GROUP HOLDINGS LIMITED
4755 TATA STEEL LIMITED
MEDC RAKUTEN INC.
ICT PT MEDCO ENERGI INTERNASIONAL TBK
01098 INTERNATIONAL CONTAINER TERMINAL SERVICES INC.
TOP ROAD KING INFRASTRUCTURE LIMITED
00603 THAI OIL PUBLIC CO. LTD.
OL5 CHINA OIL & GAS GROUP LTD.
Z25 SHUI ON LAND LTD.
SXC YANLORD LAND GROUP LIMITED
03377 SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
00880 SINO-OCEAN GROUP HOLDING LTD.
INDY SJM HOLDINGS LIMITED
8WY PT INDIKA ENERGY TBK
WFG1 WYNN MACAU LTD.
01030 WEST CHINA CEMENT LTD.
00884 SEAZEN GROUP LTD.
00142 CIFI HOLDINGS (GROUP) CO. LTD.
600803 FIRST PACIFIC CO. LTD.
JFC ENN ECOLOGICAL HOLDINGS (A)
7201 JOLLIBEE FOODS CORP.
KIJA NISSAN MOTOR CO. LTD.
BIOCON PT KAWASAN INDUSTRI JABABEKA TBK CLASS A
9984 BIOCON LIMITED
SM SOFTBANK GROUP CORP.
00405 SM INVESTMENTS CORPORATION
KOU YUEXIU REAL ESTATE INVESTMENT TRUST
VLL KWG GROUP HOLDINGS LIMITED
00656 VISTA LAND & LIFESCAPES INC.
ADANIPORTS FOSUN INTERNATIONAL LIMITED
PWON ADANI PORTS & SPECIAL ECONOMIC ZONE LTD.
ICBP PT PAKUWON JATI TBK
TBIG PT INDOFOOD CBP SUKSES MAKMUR TBK
599A PT TOWER BERSAMA INFRASTRUCTURE TBK
TATAMOTORS SANDS CHINA LTD.
ADANITRANS TATA MOTORS LIMITED
POWR ADANI TRANSMISSION LTD.
AZRE PT CIKARANG LISTRINDO TBK
01112 AZURE POWER GLOBAL LTD.
MSC HEALTH AND HAPPINESS (H&H) INTERNATIONAL HOLDINGS LIMITED
ADANIGREEN STUDIO CITY INTERNATIONAL HOLDINGS ADS
00017 ADANI GREEN ENERGY LIMITED
RNW NEW WORLD DEVELOPMENT CO. LTD.
PGEO RENEW ENERGY GLOBAL PLC
PT. PERTAMINA GEOTHERMAL ENERGY
- ABGSC Telecom Equipment Research
- Daniel Thorsson
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Telecom Equipment Research
- Simon Granath
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q25
We publish today our comprehensive quarterly bible: 243 pages of detailed analyses 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:
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.
IFX INFINEON TECHNOLOGIES AG
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
Nokia wins new 5G RAN deal with Virgin Media O2 to accelerate its Mobi...
Nokia wins new 5G RAN deal with Virgin Media O2 to accelerate its Mobile Transformation Plan Press Release Nokia wins new 5G RAN deal with Virgin Media O2 to accelerate its Mobile Transformation Plan Deployment of Nokia’s latest AirScale RAN portfolio, including Massive MIMO radios, future‑proof baseband, and energy‑efficient next‑generation radio platforms, will help Virgin Media O2 to accelerate its Mobile Transformation PlanSignificant performance uplift for Virgin Media O2’s 5G network, with improvements in capacity, coverage, spectral efficiency, and customer-experienced speeds.Expan...
- ABGSC Telecom Equipment Research
- Simon Granath
Nokia Corp: 1 director
A director at Nokia Corp sold 33,500 shares at 6.994EUR and the significance rating of the trade was 52/100. 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 showi...
Changes in Nokia Corporation's own shares
Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release18 March 2026 at 16:30 EETChanges in Nokia Corporation's own shares Espoo, Finland – A total of 1 222 899 Nokia shares (NOKIA) held by the company were transferred today without consideration to participants of Nokia's equity-based incentive plans in accordance with the rules of the plans. The transfer is based on the resolution of the Board of Directors to issue shares held by the company to settle its commitments to participants of the incentive plans as announced on 2 October 2025. The number of own shares...
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Nokia OyjPörssitiedote18.3.2026 klo 16.30Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Espoo – Nokia on tänään luovuttanut 1 222 899 yhtiön hallussa ollutta Nokian osaketta (NOKIA) vastikkeetta suorituksena Nokian osakepohjaisiin kannustinohjelmiin osallistuneille henkilöille ohjelmien ehtojen mukaisesti. Osakkeiden luovutus perustuu 2.10.2025 julkistettuun hallituksen päätökseen yhtiön hallussa olevien osakkeiden antamisesta kannustinohjelmien mukaisten sitoumusten täyttämiseksi. Nokia Oyj:n hallussa olevien omien osakkeiden lukum...
Nokia brings PON-based out-of-band management to data centers to save ...
Nokia brings PON-based out-of-band management to data centers to save space, power and cost Press ReleaseNokia brings PON-based out-of-band management to data centers to save space, power and cost Out-of-band management (OOBM) provides a secure and always-on control path to monitor, manage and recover critical server infrastructure in data centers. Nokia Aurelis for Data Centers is a purpose-built solution for out-of-band management.Aurelis leverages Passive Optical Network (PON) fiber technology to significantly reduce the amount of active equipment, power and operational cost. Espoo, F...
Nokia launches suite of application‑optimized optical solutions for AI...
Nokia launches suite of application‑optimized optical solutions for AI-era networks Press ReleaseNokia launches suite of application‑optimized optical solutions for AI-era networks Nokia introduces a new suite of application-optimized coherent transport solutions enabling significant improvements in network efficiency and providing up to 70% lower total cost of ownership. Nokia launches a compact, in-line amplifier optimized for multi-fiber applications that enables network operators to deliver up to 40x more services in the same footprint.Nokia shares its vision for optical networking hig...
- Pierre FerraguÊ
Bible 4Q25 - Telecom Infrastructure: No capex growth in sight. Mobile ...
Today, we are publishing the Telecom Infrastructure section of our 30th 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. Telecom capex was flat year-on-year in 4Q25 and operator guidance implies this trend will continue in 2026. The outlook for equipment vendors is in line with our expectations: mobile stable,...
Nokia Corporation - Managers' transactions (Sahgal)
Nokia Corporation - Managers' transactions (Sahgal) Nokia CorporationManagers’ transactions10 March 2026 at 16:30 EETNokia Corporation - Managers' transactions (Sahgal) Transaction notification under Article 19 of EU Market Abuse Regulation.____________________________________________Person subject to the notification requirementName: Sahgal, Raghav Position: Other senior manager Issuer: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Notification type: INITIAL NOTIFICATIONReference number: 146612/5/4____________________________________________Transaction date: 2026-03-10Trading venue: XLOMInst...
Nokia Oyj - Johtohenkilöiden liiketoimet (Sahgal)
Nokia Oyj - Johtohenkilöiden liiketoimet (Sahgal) Nokia OyjJohtohenkilöiden liiketoimet10.3.2026 klo 16.30Nokia Oyj - Johtohenkilöiden liiketoimet (Sahgal) Markkinoiden väärinkäyttöasetuksen 19. artiklan mukainen ilmoitus liiketoimesta.____________________________________________IlmoitusvelvollinenNimi: Sahgal, RaghavAsema: Muu ylin johto Liikkeeseenlaskija: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Ilmoituksen luonne: ENSIMMÄINEN ILMOITUSViitenumero: 146612/5/4____________________________________________Liiketoimen päivämäärä: 2026-03-10Kauppapaikka: XLOMInstrumenttityyppi: OSAKEISIN: FI...
- ABGSC Telecom Equipment Research
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Telecom Equipment Research
- Simon Granath
Notification under Chapter 9, Section 10 of the Finnish Securities Mar...
Notification under Chapter 9, Section 10 of the Finnish Securities Market Act: voting rights of FMR LLC in Nokia Corporation exceeded 5% Nokia CorporationStock Exchange Release6 March 2026 at 22:00 EETNotification under Chapter 9, Section 10 of the Finnish Securities Market Act: voting rights of FMR LLC in Nokia Corporation exceeded 5% Notification under Chapter 9, Section 10 of the Finnish Securities Market Act: voting rights of FMR LLC in Nokia Corporation exceeded 5% According to a notification received under Chapter 9, Section 5 of the Finnish Securities Market Act (FSMA) by Nokia Cor...
Arvopaperimarkkinalain 9 luvun 10 §:n mukainen ilmoitus: FMR LLC:n ään...
Arvopaperimarkkinalain 9 luvun 10 §:n mukainen ilmoitus: FMR LLC:n ääniosuus Nokia Oyj:stä ylitti 5 % Nokia OyjPörssitiedote6.3.2026 klo 22.00Arvopaperimarkkinalain 9 luvun 10 §:n mukainen ilmoitus: FMR LLC:n ääniosuus Nokia Oyj:stä ylitti 5 % Arvopaperimarkkinalain 9 luvun 10 §:n mukainen ilmoitus: FMR LLC:n ääniosuus Nokia Oyj:stä ylitti 5 % Nokia Oyj on vastaanottanut Arvopaperimarkkinalain 9 luvun 5 §:n mukaisen ilmoituksen, jonka mukaan FMR LLC:n välillinen ääniosuus Nokia Oyj:n äänioikeuksien kokonaismäärästä on 5.3.2026 ylittänyt 5 prosentin rajan. Nokia Oyj:n osakk...
- ABGSC Telecom Equipment Research
- Simon Granath
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