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ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
14h / 53m 14h / 53m 1 EN
ABGSC Strategy Research ... (+2)
  • ABGSC Strategy Research
  • Bengt Jonassen
YAR YARA INTERNATIONAL ASA
SALM SALMAR ASA
MOWI MOWI ASA
SCHB SCHIBSTED ASA CLASS B
A2QFJZ LINK MOBILITY GROUP
AUTO AUTOSTORE HLDGS LTD
SMOP-NO SMARTOPTICS
DOFG DOF GROUP ASA
SNTIA SENTIA AS
09/16/25 September 16, 2025 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
08/14/25 August 14, 2025 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
07/14/25 July 14, 2025 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
05/08/25 May 8, 2025 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
02/23/25 February 23, 2025 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
02/13/25 February 13, 2025 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
02/13/25 February 13, 2025 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
ATEA ATEA ASA
BOUV BOUVET ASA
NAPA NAPATECH
NOD NORDIC SEMICONDUCTOR ASA
CRAYN CRAYON GROUP HOLDING
AIRX AIRTHINGS AS
A2QFJZ LINK MOBILITY GROUP
PEXIP PEXIP HOLDING ASA
XPLRA XPLORA TECH AS
SIKRI SIKRI HOLDING ASA
SMOP-NO SMARTOPTICS
SMCRT SMARTCRAFT ASA
01/29/25 January 29, 2025 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
01/29/25 January 29, 2025 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
10/23/24 October 23, 2024 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
10/22/24 October 22, 2024 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
07/15/24 July 15, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
PREMIUM
ATEA ATEA ASA
NAPA NAPATECH ... (+11)

Norway: Rebound to continue

Positive or neutral estimate revisions for most companies. Best risk/reward over Q2 in Crayon, Link, NOD. Top picks: Atea, Crayon, Link, Pexip.

ATEA ATEA ASA
NAPA NAPATECH
NOD NORDIC SEMICONDUCTOR ASA
CRAYN CRAYON GROUP HOLDING
AIRX AIRTHINGS AS
VOLUE VOLUE AS
A2QFJZ LINK MOBILITY GROUP
PEXIP PEXIP HOLDING ASA
SIKRI SIKRI HOLDING ASA
SMOP-NO SMARTOPTICS
SMCRT-NO SMARTCRAFT ASA
06/19/24 June 19, 2024 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
PREMIUM
SMOP-NO SMARTOPTICS

The last quarter of tough comps

We forecast Q2 revenue of USD 14.8m, down 13% y-o-y. Recovery is approaching: qualified leads up 15% y-o-y. Valuation still demanding: reiterate HOLD.

06/19/24 June 19, 2024 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
PREMIUM
SMOP-NO SMARTOPTICS

Approaching a recovery

Q1 revenue -10% y-o-y, Q2 also likely to be soft, but we are approaching a recovery: activity level up 40% y-o-y. Valuation still demanding: reiterate HOLD.

05/08/24 May 8, 2024 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
05/08/24 May 8, 2024 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
02/15/24 February 15, 2024 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
PREMIUM
SMOP-NO SMARTOPTICS

Softness to persist in Q4

Tough comps in Q4 as well, we estimate sales -9% y-o-y. We cut '24e-'25e EBIT by 10-14%. HOLD: Long-term outlook still strong, but tough short-term comps.

11/20/23 November 20, 2023 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
11/08/23 November 8, 2023 1 EN
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