reports
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
Cisco et l’Université d’Ottawa préparent au marché du travail avec des...
Cisco et l’Université d’Ottawa préparent au marché du travail avec des compétences en technologie de l’information et en cybersécurité Cisco et l’Université d’Ottawa s’allient pour combler l’écart de compétences numériques au Canada Résumé de la nouvelle : Cisco et l’ unissent leurs forces pour préparer les étudiantes et étudiants en génie à une carrière dans les technologies de l’information (TI).La certification réseau Associé (CCNA) de Cisco, un titre de compétences reconnu dans le milieu, sera intégrée aux programmes de génie informatique et logiciel de l’Université, et l’entrepr...
Cisco and University of Ottawa Equip Engineering Students with Job-Rea...
Cisco and University of Ottawa Equip Engineering Students with Job-Ready IT and Cybersecurity Skills Together, Cisco and uOttawa are addressing Canada’s digital skills gap News Summary: Cisco and the partner to arm engineering students with job-ready training needed for IT roles after graduation.Cisco’s Certified Network Associate certification (CCNA), an industry-recognized credential, will be integrated into the university’s Computer and Software Engineering programs, and equipment will be provided to support cybersecurity research.Closing Canada’s skills gap requires collaboratio...
- Dave Nicoski
- Ross LaDuke
ULTA ULTA BEAUTY INC
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD.
MLAB MESA LABORATORIES INC.
KRC KILROY REALTY CORPORATION
HAIN HAIN CELESTIAL GROUP INC.
GDOT GREEN DOT CORPORATION CLASS A
FIVE FIVE BELOW INC.
EXPE EXPEDIA GROUP INC.
EGBN EAGLE BANCORP INC.
CF CF INDUSTRIES HOLDINGS INC.
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
BRKL BROOKLINE BANCORP INC.
BMY BRISTOL-MYERS SQUIBB COMPANY
ALGN ALIGN TECHNOLOGY INC.
WY WEYERHAEUSER COMPANY
DRI DARDEN RESTAURANTS INC.
FMC FMC CORPORATION
THS TREEHOUSE FOODS INC.
TR TOOTSIE ROLL INDUSTRIES INC.
VFC V.F. CORPORATION
ASIX ADVANSIX INC.
PFE PFIZER INC.
CSCO CISCO SYSTEMS INC.
CTVA CORTEVA INC
CPRI CAPRI HOLDINGS LIMITED
GL GLOBE LIFE INC.
ASO ACADEMY SPORTS AND OUTDOORS
CZR CAESARS ENTERTAINMENT INC
CHK CHESAPEAKE ENERGY CORP
NYMT NEW YORK MORTGAGE TRUST INC.
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 2Q24
We publish today our comprehensive quarterly bible: 224 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.
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
2GB 2G ENERGY AG
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
BSIB BE SEMICONDUCTOR (SWISS)
WOLF WOLFSPEED INC
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
ARMH ARMEYSKI HLDG AD
- Joachim Gunell
Ericsson (Buy, TP: SEK85.00) - Earnings momentum accelerating
Similar to Q2, we expect a positive mix-driven gross margin and FCF beat, with Q3e adj. EBITA 12% above post-Q2 Infront consensus, signalling accelerating earnings momentum in H2e and improving investor sentiment. The AT&T contract ramp-up appears to be on track, and we find the SEK10.6bn divestment of non-core iconectiv favourable, sharpening the business profile and increasing the potential for share buybacks in 2025e. We reiterate our BUY and have raised our target price to SEK84 (83).
- Gary Brode
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
- Pierre FerraguÊ
Bible 2Q24 - Telecom Infrastructure: Past the bottom of the cycle
Today, we are publishing the Telecom Infrastructure section of our 24th 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 Automotive, Cloud Infrastructure, PCs, Enterprise IT, and Ride sharing & Delivery. The telecom infrastructure value chain is still working thro...
- Dave Nicoski
- Ross LaDuke
ILMN ILLUMINA INC.
KMX CARMAX INC.
TFX TELEFLEX INCORPORATED
OMCL OMNICELL INC.
MDT MEDTRONIC PLC
MD MEDNAX INC.
LAD LITHIA MOTORS INC. CLASS A
JNJ JOHNSON & JOHNSON
GILD GILEAD SCIENCES INC.
EXPE EXPEDIA GROUP INC.
CNMD CONMED CORPORATION
CHTR CHARTER COMMUNICATIONS INC. CLASS A
BXP BOSTON PROPERTIES INC.
ATSG AIR TRANSPORT SERVICES GROUP INC.
APPS DIGITAL TURBINE
ANGO ANGIODYNAMICS INC.
AMPH AMPHASTAR PHARMACEUTICALS INC
AUP AURINIA PHARMACEUTICALS INC.
CRI CARTER'S INC.
LBRDA LIBERTY BROADBAND CORP. CLASS A
ASIX ADVANSIX INC.
CSCO CISCO SYSTEMS INC.
KREF KKR REAL ESTATE FINANCE TRUST
ROKU ROKU INC. CLASS A
PGC PEAPACK-GLADSTONE FINANCIAL CORP.
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
NVST ENVISTA HOLDINGS
MTCH MATCH GROUP INC.
GEVO GEVO
CGEM CULLINAN ONCOLOGY INC
OLPX OLAPLEX HLDGS INC
TSE TRINSEO PLC
EXFY EXPENSIFY INC
CCI CALAMOS GLB CNVRTBL & DYNMC INC COM
CSOAD COASTAL CONTACTS INC COM
Cisco Systems Inc: 1 director
Two Directors at Cisco Systems Inc sold 10,100 shares at between 0.000USD and 50.332USD. The significance rating of the trade was 55/100. 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...
- Pierre FerraguÊ
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- Pierre FerraguÊ
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
- 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
- Joachim Gunell
Ericsson (Buy, TP: SEK83.00) - Earnings trough in the rear view
Bears will claim that Ericsson’s 10% adj. EBITA beat to Infront consensus and strong 13% FCF margin was of low-quality (IPR-driven), while the outlook commentary suggests downside to consensus for Q3e. Instead, we believe another positive mix-driven gross margin and FCF beat signals that earnings momentum should accelerate in H2e and continue to fuel positive EPS revisions. We reiterate our BUY and have raised our target price to SEK83 (72), having kept our above-consensus 2024–2025e adj. EBITA ...
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/15/2024
We are lifting our target price for Vivendi from € 12.7 to € 15.9 in view of the group’s demerger that should be confirmed on 25 July. We now value the assets based on the future scope and mainly with no discount, except for Vivendi Remain (holding structure). Our 2025-26e EBITA forecasts are lifted by 4% related to Canal+. - ...
DB1 DEUTSCHE BOERSE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
TPE PVA TEPLA AG
01913 PRADA S.P.A.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
NEM NEMETSCHEK SE
MONC MONCLER SPA
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
VACN VAT GROUP AG
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/07/2024
Nous relevons notre objectif de cours sur Vivendi de 12,7 € à 15,9 € dans la perspective de la scission du groupe qui devrait être confirmée le 25/07. Nous valorisons désormais séparément les actifs sur la base des périmètres futurs et essentiellement sans décote, sauf pour Vivendi Remain (structure holding). Nos attentes d’EBITA 2025/26e sont par ailleurs relevées de 4% en lien avec Canal+. - ...
DB1 DEUTSCHE BOERSE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
TPE PVA TEPLA AG
01913 PRADA S.P.A.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
NEM NEMETSCHEK SE
MONC MONCLER SPA
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
VACN VAT GROUP AG
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.