reports
- 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
TFI International Inc: 5 directors
Two Directors at TFI International Inc bought 1,632 shares at between 132.040USD and 132.970USD. The significance rating of the trade was 64/100. 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 ...
- Wedbush Research
2454 MEDIATEK INC.
VMW VMWARE INC. CLASS A
QRVO QORVO INC.
SHAK SHAKE SHACK INC. CLASS A
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
WLDN WILLDAN GROUP
WFC WELLS FARGO & COMPANY
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
TXRH TEXAS ROADHOUSE INC.
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RWT REDWOOD TRUST INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
FTNT FORTINET INC.
EXPE EXPEDIA GROUP INC.
CYBR CYBERARK SOFTWARE LTD.
CROX CROCS INC.
AXTI AXT INC.
ARDX ARDELYX INC
WD WALKER & DUNLOP INC.
BJRI BJ'S RESTAURANTS INC.
GRBK GREEN BRICK PARTNERS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CELH CELSIUS HOLDINGS INC.
VTR VENTAS INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
PEAK HEALTHPEAK PROPERTIES INC.
SMCI SUPER MICRO COMPUTER
RKT INC.
ABNB ROCKET COMPANIES
ELEV AIRBNB INC. CLASS A
LBPH ELEVATION ONCOLOGY
MRVL LONGBOARD PHARMACEUTICALS
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
COIN GLOBALFOUNDRIES INC
DBD COINBASE GLOBAL INC
NCR DIEBOLD NIXDORF INC
NCR NIGERIA
- 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
Rogers Communications Inc: 1 director
A director at Rogers Communications Inc bought 531 shares at 51.700CAD and the significance rating of the trade was 51/100. 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 year...
Telia Company AB: 1 director
A director at Telia Company AB bought 14,100 shares at 2.140EUR and the significance rating of the trade was 50/100. 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 clear...
- Stefan Gauffin
Telia Company (Buy, TP: SEK33.00) - Soft Q1, but limited revisions
Telia reported Q1 service revenue, EBITDA, and cash flow below consensus. However, with the SEK300m/year service agreement after the sale of the Danish operation, we have made limited revisions to our 2024–2025e service revenue, EBITDA, and cash flow. We reiterate our BUY but have cut our target price to SEK33 (35).
TFI International Reports on Shareholders’ Voting Results for the Elec...
TFI International Reports on Shareholders’ Voting Results for the Election of Directors MONTREAL, April 25, 2024 (GLOBE NEWSWIRE) -- The Board of Directors of TFI International Inc. (NYSE and TSX: TFII), a North American leader in the transportation and logistics industry, held its Annual and Special Meeting of shareholders earlier today. All candidates proposed as directors were duly elected to the Board of Directors of TFI International by a majority of the votes cast by shareholders represented by proxy at the Meeting, as follows: NAMEFORAGAINST Number%Number%Leslie Abi-Karam65,868,915...
TFI International communique les résultats du vote des actionnaires po...
TFI International communique les résultats du vote des actionnaires pour l’élection des administrateurs MONTRÉAL, 25 avr. 2024 (GLOBE NEWSWIRE) -- Le conseil d’administration de TFI International Inc. (NYSE et TSX : TFII), un chef de file nord-américain du secteur du transport et de la logistique, a tenu son assemblée générale annuelle des actionnaires plus tôt aujourd’hui. Tous les candidats proposés en tant qu’administrateurs ont été dûment élus au conseil d’administration de TFI International par une majorité des votes exprimée par les actionnaires représentés par procuration à l’assem...
TFI International Announces 2024 First Quarter Results
TFI International Announces 2024 First Quarter Results First quarter operating income of $151.6 million compares to $166.4 million the same quarter last year, primarily reflecting weaker market conditions. First quarter net income of $92.8 million compared to $111.9 million in Q1 2023, while adjusted net income1 of $105.5 million compared to $116.5 million. First quarter diluted earnings per share (diluted “EPS”) of $1.09 compared to $1.27 in Q1 2023, while adjusted diluted EPS1 of $1.24 compared to $1.33.First quarter net cash from operating activities of $200.7 million compares to $232.1...
TFI International communique ses résultats du premier trimestre 2024
TFI International communique ses résultats du premier trimestre 2024 Le bénéfice opérationnel du premier trimestre de 151,6 M$ se compare à 166,4 M$ au trimestre correspondant de l’exercice précédent, en raison principalement de la faiblesse des conditions du marché. Le bénéfice net du premier trimestre de 92,8 M$ se compare à celui du premier trimestre de 2023 de 111,9 M$, tandis que le bénéfice net ajusté1 de 105,5 M$ se compare à celui de 116,5 M$. Au premier trimestre, le bénéfice par action dilué (« BPA » dilué) s’est établi à 1,09 $ comparativement à 1,27 $ au premier trimestre de 202...
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- Russell Waller
Telia (Buy, TP: SEK33, +24%) Q1 24: Weak headline numbers, but due to...
Telia has reported a weak set of headline numbers, but consensus had not fully adjusted for the one-off items the company had flagged before the quarter. Adjusting for these items, EBITDA is c-0.5% light only. Structural OCF (SOCF) is also light vs consensus, but again, this was flagged as a phasing issue pre the quarter, and again it looks like the messaging was not fully incorporated into numbers.
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
TFI International to Hold Annual Meeting of Shareholders
TFI International to Hold Annual Meeting of Shareholders MONTREAL, April 18, 2024 (GLOBE NEWSWIRE) -- TFI International Inc. (NYSE and TSX: TFII), a North American leader in the transportation and logistics industry, reminds shareholders that it will hold an Annual Meeting on Thursday, April 25, 2024 at 1:30 p.m. (eastern time) at the Company’s head office in St-Laurent, Québec, Canada. The meeting will be available by way of telephone conference call. The dial-in number for the meeting is 1-877-704-4453 or 1-201-389-0920. Shareholders are asked to participate in the meeting by telephon...
TFI International tiendra son assemblée annuelle des actionnaires
TFI International tiendra son assemblée annuelle des actionnaires MONTRÉAL, 18 avr. 2024 (GLOBE NEWSWIRE) -- TFI International Inc. (NYSE et TSX: TFII), chef de file nord-américain de l’industrie du transport et de la logistique, rappelle aux actionnaires qu’elle tiendra son assemblée annuelle le jeudi 25 avril 2024, à 13 h 30 (heure de l’Est) au siège social de la Société à St-Laurent, Québec, Canada. L’assemblée sera disponible par voie de conférence téléphonique. Le numéro à composer pour l’assemblée est le 1-877-704-4453 ou le 1-201-389-0920. Les actionnaires sont priés de participer ...
- Joachim Gunell
Ericsson (Buy, TP: SEK70.00) -
Despite a delay in our mix-driven earnings and FCF rebound case, Ericsson’s Q1 gross margin showed early signs of trends we believe should accelerate through 2024 and ultimately drive Infront consensus EPS revisions closer to our full-year adj. EBITA (17% above consensus), potentially triggering a re-rating. In our view, Ericsson’s soft market outlook commentary and implicit Q2 guidance should be seen in light of its ongoing union negotiations in Sweden amid lay-offs. We reiterate our BUY and SE...
- Salome Charamalet
- Stefano Toffano
- Salome Charamalet
- Stefano Toffano
- Maissa Keskes
- Stephane Houri
Ericsson : Uncertainties persist in 2024, but an improvement in margin...
>Underperform rating maintained, target price raised to SEK 52 vs SEK 50 - Following the publication of Q1 2024 results, we have raised our forecast for 2024 EPS by 7%, and our target price to SEK 52 vs SEK 50. The market and the timing of the recovery remains very uncertain. Furthermore, the group has not yet settled its cases with the US DoJ, meaning the threat of a further fine still hangs over it. Based on our new estimates, the valuation is relatively undemanding...
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