reports
- Wedbush Research
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
EXPE EXPEDIA GROUP INC.
BBY BEST BUY CO. INC.
CDR CD PROJEKT S.A.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVCO CAVCO INDUSTRIES INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
REPL REPLIMUNE GROUP
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
STX AIRBNB INC. CLASS A
YOU SEAGATE TECHNOLOGY HLDGS PLC
ALCC CLEAR SECURE INC
EMBRAC B ALTC ACQUISITION CORP
BCAX EMBRACER GROUP AB
BICARA THERAPEUTICS INC.
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Michael Pachter
- ABGSC IT Research
- Oscar Rönnkvist
- Simon Jönsson
- ABGSC IT Research
- Oscar Rönnkvist
- Simon Jönsson
- ABGSC IT Research
- Herman Caspersen
- Øystein Elton Lodgaard
- Wedbush Research
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Michael Pachter
- ABGSC IT Research
- Oscar Rönnkvist
- Simon Jönsson
- ABGSC Strategy Research
- Christer Linde
- ABGSC IT Research
- Oscar Rönnkvist
- Simon Jönsson
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
WELL WELLTOWER INC.
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
VTR VENTAS INC.
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
DELL DELL TECHNOLOGIES INC CLASS C
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ITOS KEROS THERAPEUTICS
ZNTL ITEOS THERAPEUTICS
LRMR ZENTALIS PHARMACEUTICALS
PRAX LARIMAR THERAPEUTICS INC
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
VRDN TRAVERE THERAPEUTICS INC
DAWN VIRIDIAN THERAPEUTICS INC
ELEV DAY ONE BIOPHARMACEUTICALS INC
MRVL ELEVATION ONCOLOGY
STX MARVELL TECHNOLOGY INC
APP SEAGATE TECHNOLOGY HLDGS PLC
ATXS APPLOVIN CORP
GFS ASTRIA THERAPEUTICS INC
GMTX GLOBALFOUNDRIES INC
VIGL GEMINI THERAPEUTICS INC
TYRA VIGIL NEUROSCIENCE INC
EWTX TYRA BIOSCIENCES INC
DDI EDGEWISE THERAPEUTICS INC
APGE DOUBLEDOWN INTERACTIVE CO LTD
SKLZ APOGEE THERAPEUTICS INC
EMBRAC B SKILLZ INC
MXL-US EMBRACER GROUP AB
MAXLINEAR
INC.
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Oscar Lindquist
- Simen Mortensen
Jm Ab (Buy, TP: SEK170.00) - Passing the trough
Q1 EBIT was 4% below our estimate and Infront consensus, while EPS fell well short in percentage terms due to a low nominal figure. KPIs did not recover as much as we expected, although JM reiterated its target to increase housing starts to 3,800 units p.a., citing macroeconomic conditions as a key factor. Given the current market outlook, we believe the company has passed the trough on EPS, as we expect starts and sales to recover in late 2025 and 2026. We reiterate our BUY and target price of ...
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Oscar Lindquist
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Oscar Lindquist
- Simen Mortensen
Mixed upside potential, despite market recovery expectations
Pent-up demand and falling interest rates remain the backbone for newbuild recovery expectations. However, as the recovery has not yet started, property developers screen as the most attractive long-term, but visibility remains mixed. Diversified construction companies are more attractive on near-term P/Es, although many seem to be fully valued on solid share-price performance over the past six months. We maintain a neutral sector view; NCC and Skanska are our top picks.
- ABGSC IT Research
- Oscar Rönnkvist
- Simon Jönsson
- Simen Mortensen
Jm Ab (Buy, TP: SEK170.00) - BUY on the dip
JM’s share price has been volatile over the past three years, trading in waves on recovery expectations. As the Swedish residential market has yet to recover, expectations have recently fallen further, and the stock has reached old lows. However, we expect a market recovery in late-2025 and 2026, and we believe this has created an attractive entry point. KPIs (unit sales and unit starts) are our Q1 focus point, as profits are still affected by cycle lows and a trailing profit recognition. We hav...
- ABGSC Strategy Research
- Christer Linde
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
LEN LENNAR CORPORATION CLASS A
KBH KB HOME
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
SMCI SUPER MICRO COMPUTER
U INC.
PLTK UNITY SOFTWARE
RBLX PLAYTIKA HOLDING
STX ROBLOX
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
BROS GLOBALFOUNDRIES INC
DDI DUTCH BROS INC
SKLZ DOUBLEDOWN INTERACTIVE CO LTD
EMBRAC B SKILLZ INC
MXL-US EMBRACER GROUP AB
MAXLINEAR
INC.
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