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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...
ANET Arista Networks... ... (+9)

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

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 34 names we followed last week, follow the link below.

INFINEON INFINEON TECHNOLOGIES AG
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
ALIV SDB APPLE INC.
08/11/25 August 11, 2025 1 EN
Ben Rickett ... (+2)
  • Ben Rickett
  • James Ratzer
EUR 8543.00
UTDI United Internet...

United Internet (Neutral, €27, +4%) / 1&1 (Neutral, €19, -1%) 2Q25: Mi...

United Internet reported a mixed Q2, with weak EBITDA at 1&1 offset by continued strength at IONOS. 1&1 service revenue trends were stable, although recent Telefonica discounts risk increasing competitive intensity at the low end of the market.

UTDI UNITED INTERNET AG
08/07/25 August 7, 2025 1 EN
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
PEO BANK POLSKA KASA OPIEKI SA
G1A GEA GROUP AG
CBK COMMERZBANK AG
CEZ CEZ AS
AFX CARL ZEISS MEDITEC AG
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
MRK MERCK KGAA
G ASSICURAZIONI GENERALI S.P.A.
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
CRG CRH PLC
LEG LEG IMMOBILIEN AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
DRI 1&1 DRILLISCH AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
ENR SIEMENS ENERGY AG
CTPNV CTP NV
H2O HIDROELECTRICA S.A.
UN0 UNIPER SE
08/07/25 August 7, 2025 1 EN
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
KCO KLOECKNER & CO SE
VOE VOESTALPINE AG
XIOR XIOR STUDENT HOUSING N.V.
G24 SCOUT24 AG
LNZ LENZING AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
FNTN FREENET AG
DRI 1&1 DRILLISCH AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
SFQ SAF-HOLLAND SE
CTPNV CTP NV
SHA SCHAEFFLER AG
08/07/25 August 7, 2025 1 EN
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
PEO BANK POLSKA KASA OPIEKI SA
G1A GEA GROUP AG
CBK COMMERZBANK AG
CEZ CEZ AS
AFX CARL ZEISS MEDITEC AG
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
MRK MERCK KGAA
G ASSICURAZIONI GENERALI S.P.A.
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
CRG CRH PLC
LEG LEG IMMOBILIEN AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
DRI 1&1 DRILLISCH AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
ENR SIEMENS ENERGY AG
CTPNV CTP NV
H2O HIDROELECTRICA S.A.
UN0 UNIPER SE
08/07/25 August 7, 2025 1 FR
Bojan Djurickovic
  • Bojan Djurickovic
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
KCO KLOECKNER & CO SE
VOE VOESTALPINE AG
XIOR XIOR STUDENT HOUSING N.V.
G24 SCOUT24 AG
LNZ LENZING AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
FNTN FREENET AG
DRI 1&1 DRILLISCH AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
SFQ SAF-HOLLAND SE
SHA SCHAEFFLER AG
08/07/25 August 7, 2025 1 FR
Konrad Zomer ... (+2)
  • Konrad Zomer
  • Stephane Beyazian
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
DRI 1&1 DRILLISCH AG
08/07/25 August 7, 2025 1 EN
Konrad Zomer ... (+2)
  • Konrad Zomer
  • Stephane Beyazian
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
DRI 1&1 DRILLISCH AG
08/07/25 August 7, 2025 1 FR
Pierre FerraguÊ
  • Pierre FerraguÊ
INFINEON INFINEON TECHNOLOGIES AG
08/06/25 August 6, 2025 1 EN
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
ACA CREDIT AGRICOLE SA
SN. SMITH & NEPHEW PLC
CON CONTINENTAL AKTIENGESELLSCHAFT
INFINEON INFINEON TECHNOLOGIES AG
EBS ERSTE GROUP BANK AG
BEI BEIERSDORF AG
VNA VONOVIA SE
ZAL ZALANDO SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
RAA RATIONAL AG
TIT TELECOM ITALIA S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BP. BP P.L.C.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ENR SIEMENS ENERGY AG
NOVO B NOVO NORDISK A/S
QGEN QIAGEN N.V.
08/06/25 August 6, 2025 1 FR
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
ACA CREDIT AGRICOLE SA
SN. SMITH & NEPHEW PLC
CON CONTINENTAL AKTIENGESELLSCHAFT
INFINEON INFINEON TECHNOLOGIES AG
EBS ERSTE GROUP BANK AG
BEI BEIERSDORF AG
VNA VONOVIA SE
ZAL ZALANDO SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
RAA RATIONAL AG
TIT TELECOM ITALIA S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BP. BP P.L.C.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ENR SIEMENS ENERGY AG
NOVO B NOVO NORDISK A/S
QGEN QIAGEN N.V.
08/06/25 August 6, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
08/06/25 August 6, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
08/06/25 August 6, 2025 1 FR
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
SN. SMITH & NEPHEW PLC
DHL DHL GROUP
INFINEON INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG
DGE DIAGEO PLC
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
ADEN ADECCO GROUP AG
CEZ CEZ AS
RAA RATIONAL AG
OTP OTP BANK NYRT
ABI ANHEUSER-BUSCH INBEV SA/NV
BP. BP P.L.C.
BNTX BIONTECH SE
CPR DAVIDE CAMPARI-MILANO N.V.
08/05/25 August 5, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
SN. SMITH & NEPHEW PLC
DHL DHL GROUP
INFINEON INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG
DGE DIAGEO PLC
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
ADEN ADECCO GROUP AG
CEZ CEZ AS
RAA RATIONAL AG
OTP OTP BANK NYRT
ABI ANHEUSER-BUSCH INBEV SA/NV
BP. BP P.L.C.
BNTX BIONTECH SE
CPR DAVIDE CAMPARI-MILANO N.V.
08/05/25 August 5, 2025 1 FR
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
08/05/25 August 5, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
08/05/25 August 5, 2025 1 FR
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...
ERIC B Telefonaktiebol... ... (+9)

2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.

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 22 names we followed last week, follow the link below.

INFINEON INFINEON TECHNOLOGIES AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
MBLY ASML HOLDING NV
ERIC-B MOBILEYE NV
ERICB EU ERICSSON LM-B SHS
07/28/25 July 28, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...
NVDA NVIDIA Corporat... ... (+11)

America’s AI Action Plan. Our 5 quick takes.

The Trump administration published its AI Action Plan yesterday. Please click the link below to see our summary on the 5 most relevant points for tech infrastructure and the broader AI supply chain.

INFINEON INFINEON TECHNOLOGIES AG
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
2330 TSMC
8035 TOKYO ELECTRON LTD.
ASML ASML HOLDING N.V.
AMD ASML HOLDING NV
AVGO ADVANCED MICRO DEVICES INC.
BROADCOM INC.
07/24/25 July 24, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...
ERIC B Telefonaktiebol... ... (+7)

H20 ban, TSMC beats, ASML cautious, Auto pull-ins, RAN muted. Our week...

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.

INFINEON INFINEON TECHNOLOGIES AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
ERIC-B ASML HOLDING NV
ERICB EU ERICSSON LM-B SHS
07/21/25 July 21, 2025 1 EN
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