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ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Lars Trongaard Brattli
  • Njål Kleiven
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 Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
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

 PRESS RELEASE

Subsea 7 S.A. - 3Q25 earnings call notification

Subsea 7 S.A. - 3Q25 earnings call notification Luxembourg – 13 October 2025 – Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY) will publish its third quarter 2025 results for the period ended 30 September 2025 on Thursday 20 November 2025 at 08:00 CET. A conference call and simultaneous webcast for the investment community will be held on Thursday 20 November 2025 at 12:00 UK / 13:00 CET. From 08:00 CET the results announcement and the presentation to be reviewed during the conference call and webcast will be available on the Subsea7 website: Conference call registration: Phone:         -c...

ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
  • Simon Granath
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