reports
- Pierre FerraguÊ
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q23
We publish today our comprehensive quarterly bible: 212 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
AVGO APPLE INC.
SOH1 BROADCOM INC.
BESI SOITEC
IFX UBER TECHNOLOGIES INC.
UBER ERICSSON
ERIC.B ERICSSON LM-B SHS
ERIC-B GRABTAXI HOLDINGS PTE LTD
ERICB EU WOLFSPEED INC
0967655D GRAB HLDGS LTD
WOLF ARM HOLDINGS PLC
GRAB ARMEYSKI HLDG AD
BE Semiconductor Industries N.V: 1 director
A director at BE Semiconductor Industries N.V sold 5,000 shares at 167.500EUR and the significance rating of the trade was 100/100. 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 ...
- Pierre FerraguÊ
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 3Q23
We publish this morning our comprehensive quarterly bible: 218 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
NOAA NOKIA TRADEGATE EXCHANGE
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
AMD ASML HOLDING NV
AAPL ADVANCED MICRO DEVICES INC.
AVGO APPLE INC.
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
ERICB EU GRABTAXI HOLDINGS PTE LTD
0967655D UBER TECHNOLOGIES INC
0084207D WOLFSPEED INC
WOLF GRAB HLDGS LTD
GRAB ARM HOLDINGS PLC
ARM ARMEYSKI HLDG AD
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 2Q23
We publish this morning our comprehensive quarterly bible: 199 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
AVGO BROADCOM INC.
SOH1 SOITEC
BESI UBER TECHNOLOGIES INC.
UBER ERICSSON
ERIC.B ERICSSON LM-B SHS
ERIC-B GRABTAXI HOLDINGS PTE LTD
ERICB EU MOBILEYE NV
0967655D AEVA INC
MBBYF WOLFSPEED INC
- Pierre FerraguÊ
How much does a 1% increase in A.I. server penetration add to WFE spen...
Investors ask us a lot about how A.I. will impact WFE spending, and LAM Research recently estimated a 1% increase in AI server penetration would drive $1.5-$2bn additional WFE spending. We bring a detailed bottom-up perspective to the question, summarized on a single slide
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q22
We publish this morning our comprehensive quarterly bible: 174 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 5 slides.
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
AVGO BROADCOM INC.
SOH1 SOITEC
BESI UBER TECHNOLOGIES INC.
UBER ERICSSON
ERIC.B ERICSSON LM-B SHS
ERIC-B GRABTAXI HOLDINGS PTE LTD
ERICB EU MOBILEYE NV
0967655D UBER TECHNOLOGIES INC
MBBYF AEVA INC
0084207D WOLFSPEED INC
AEVA AIRSPAN NETWORKS HLDGS INC
- Ruben Devos
- Ruben Devos
SEMICONDUCTORS: Sometimes a little smaller is what you need more ASM N...
This note will examine developments in both the global semiconductor and wafer fab equipment markets, focusing on capacity prospects, continuing supply chain challenges, and end-of-cycle concerns. Numerous factors are combining to drive the semiconductor industry toward a more stable structure in our view. On a more local level, we'll discuss some of the Dutch semicaps' countercyclical qualities, which are mostly the result of their technological prowess in each of their respective markets. Fina...
- Guy Sips
- Olivier Vandewoude
- Ruben Devos
- Sharad Kumar S.P
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Morning Note: AED BB, BESI NA, BRNL NA, CRBN NA, OPTI BB , EURN BB, EX...
Aedifica: Capex continues the diversification Besi: Better Q1 results | Q2 outlook disappoints Brunel International: Strong start to the year; exiting Russia Corbion: Solid 1Q top line, better than expected EBITDA Crescent: Remoticom integration should trigger sales growth Euronav: Swapping non-ECO for ECO VLCCs EXMAR: Q1 Trading Update Intertrust: Staff attrition weighs on results; CSC deal progressing Materialise: Performing well Proximus: Slightly better Q1 | FY22 outlook reiterated Qrf: Achi...
- Guy Sips
- Michiel Declercq
- Ruben Devos
- Thomas Vranken
Morning Note: ARGX BB, BESI NA, OPTI BB , KIN BB, PNL NA, ROU BB, SIP ...
Argenx: Capital raise increased to $ 805m BESI: Convertible debt issuance of € 175m Crescent: Now 1,994,069,719 shares + new financing Kinepolis: CFO De Clercq leaving, big shoes to fill PostNL: Director of PNL Belgium arrested Roularta: Becoming owner of largest Belgian health websites Sipef: Change in export levy Telecom: Newcomer exercises option for reserved spectrum
- Olivier Vandewoude
- Ruben Devos
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Morning Note: AKZA NA, BESI NA, BEFB BB, BRNL NA, FUR NA, MONT BB, PRO...
Akzo Nobel: Investor Update: € 2bn EBITDA23 target confirmed Befimmo: FY21 Results, Hold the line BESI: Q4 results impacted by floods | 1Q22 outlook in line Brunel International: Solid results thanks to high rates & productivity Fugro: Beating expectations, very strong backlog Montea: Amazon follows Montea to Antwerp Proximus: Mixed Q4 results | expect no material ests. changes Recticel: Read-through Kingspan results
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