reports
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Monitoring for a Pullback We maintain our near-term bullish outlook on the S&P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM), which has remained in place since 4/22/25, aside from one week (11/19/25-11/25/25) when we went to neutral. We will stay near-term bullish as long as crucial support levels of 6824 on SPX, $610 on QQQ, and $257 on IWM (up from $245) continue to hold. We continue to see deterioration in market dynamics, and while we expect a period of consolidation/pullback, the afo...
GBX GREENBRIER COMPANIES INC.
TRN TRINITY INDUSTRIES INC.
TNET TRINET GROUP INC.
RHI ROBERT HALF INTERNATIONAL INC.
NSP INSPERITY INC.
KFY KORN FERRY
EURN EURONAV NV
LPG DORIAN LPG
G2O GOLAR LNG LIMITED
GATX GATX CORPORATION
KELYA KELLY SERVICES INC. CLASS A
KFRC KFORCE INC.
RAIL FREIGHTCAR AMERICA INC.
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
FSTR L.B. FOSTER CO.
ASGN ASGN INC
STNG SCORPIO TANKERS INC.
FRO FRONTLINE PLC
TNK TEEKAY TANKERS LTD.
TBI TBI CORN LTD ORD
- Russell Waller
Telia (Buy, TP: SEK46, +12%) Telenor (Neutral, TP: NOK150, -6%) Telia...
Telia has announced a RAN sharing deal with ICE in Norway. We look at the impact of this deal (first derivative and second derivative effects to both Telia and Telenor) and provide some feedback from a management meeting we had this morning with Telia CEO and CFO – which also includes commentary on the outlook in Finland and Sweden M&A.
Mandatory Notification of Trade
Mandatory Notification of Trade Attached is a form of notification of transaction by a primary insider under the DNO ASA Employee Synthetic Share Program. This notification has been submitted pursuant to the Norwegian Securities Trading Act § 5-12 and MAR Article 19 no. 3. Attachment
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
Telia Company AB: 2 directors
Two Directors at Telia Company AB bought 15,880 shares at between 39.500SEK and 40.490SEK. 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 t...
- ABGSC Telecom Operators Research
- Derek Laliberté
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- Russell Waller
Telia (Buy, TP: SEK 46, +15%) Post Q4 25 model update – The Buy case ...
In this note, we update our model and thoughts following the Q4 results (HERE) incorporating conference call feedback and compare our new estimates to guidance and consensus. We have lifted SR expectations for FY26, but EBITDA has come down a touch.
- ABGSC Shipping & Transport Research
- Olav Bakke
- Petter Haugen
- ABGSC Telecom Operators Research
- Derek Laliberté
- Øystein Elton Lodgaard
- Simon Granath
- Russell Waller
Telia (Buy, TP: SEK 48, +18%) Q4 25: Good FCF beat and DPS increase
Telia has reported a mixed set of Q4 results, with a modest EBITDA miss adjusting for Sweden Pension, but a good FCF beat (+9%, even after normalizing for NWC). Guidance is broadly in line with expectations for 2026, and the DPS has been lifted for the first time in four years, which consensus did not expect.
- ABGSC Telecom Operators Research
- Derek Laliberté
- Øystein Elton Lodgaard
- Simon Granath
Golar LNG Limited – Q4 2025 results presentation
Golar LNG Limited – Q4 2025 results presentation Golar LNG's 4th Quarter 2025 results will be released before the market opens on Wednesday, February 25, 2026. In connection with this a webcast presentation will be held at 08:00am Eastern Time (1:00pm London Time) on Wednesday February 25, 2026. The presentation will be available to download from the Investor Relations section at We recommend that participants join the conference call via the listen-only live webcast link provided. Sell-side analysts interested in raising a question during the Q&A session that will immediately follow the ...
- ABGSC Construct. & Real Estate Research
- Bengt Jonassen
- Stephane Foucaud
AUCTUS ON FRIDAY - 22.01.2026
AUCTUS PUBLICATIONS ________________________________________ New Zealand Energy (NZ CN)C; Target price of C$1.70 per share: Raising new equity – New Zealand is raising up to C$3.5 mm of new equity at a price of C$0.20 per share to progress its gas storage project. Panoro Energy (PEN NO)C; Target price of NOK46 per share: 2026: Drilling Resumes in Gabon, EG Normalises, and Visibility Improves on EG‑23 – 4Q25 production averaged 9,928 boe/d, comprising 5,343 boe/d from Gabon (as previously report...
UPL UPLAND RESOURCES
MUR MURPHY OIL CORPORATION
ENI ENI S.P.A.
PXT PAREX RESOURCES INC.
EOG. ECO ATLANTIC OIL & GAS
SEI. SINTANA ENERGY
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
SQZ SERICA ENERGY
DNO DNO ASA CLASS A
PHAR PHAROS ENERGY
GKP GULF KEYSTONE PETROLEUM LTD.
BLOE BLOCK ENERGY
HE1 HELIUM ONE GLOBAL
TAL PETROTAL (TAL)
HBR HARBOUR ENERGY PLC
PRD PREDATOR OIL & GAS HOLDINGS PLC
HEVI HELIUM EVOLUTION
SHELL INC. (HEVI)
PLSR ROYAL DUTCH SHELL
PULSAR HELIUM INC.
- ABGSC Telecom Operators Research
- Derek Laliberté
- Øystein Elton Lodgaard
- Simon Granath
Mandatory Notification of Trade
Mandatory Notification of Trade Attached is a form of notification of transaction by a primary insider under the DNO ASA Employee Synthetic Share Program. This notification has been submitted pursuant to the Norwegian Securities Trading Act § 5-12 and MAR Article 19 no. 3. Attachment
- ABGSC Energy Research
- Daniel Vårdal Haugland
- Herman Caspersen
- John Olaisen
- Lars Trongaard Brattli
- Martin Mauseth
- Stian Wibstad
Q4 2025 Trading Update and Invitation to Earnings Call
Q4 2025 Trading Update and Invitation to Earnings Call Oslo, 19 January 2026 – DNO ASA, the Norwegian oil and gas operator, will publish its Q4 2025 operating and interim financial results on 5 February at 07:00 (CET). A videoconference call with executive management will follow at 10:00 (CET). Today, the Company provides an update on production, sales volumes and other selected information for the quarter. Volumes (boepd) Gross operated productionQ4 2025Q3 2025Q4 2024Kurdistan77,26846,57274,163North Sea10,55511,5086,602 Net entitlement productionQ4 2025Q3 2025Q4 2024Kurdistan20,0191...
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
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