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Pierre FerraguÊ
  • Pierre FerraguÊ

AI spending, Auto Cycle, Semicap in 2026, and more, our Weekly wrap-up...

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.

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

Ericsson: Profitability improves despite muted market

Ericsson reported 3Q25 this morning. Please click the link below for our take on the print

ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Åsne Holsen
  • Bengt Jonassen
ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Åsne Holsen
  • Bengt Jonassen
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
  • Simon Granath
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