reports
- ABGSC Telecom Equipment Research
- Simon Granath
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q25
We publish today our comprehensive quarterly bible: 243 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:
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
IFX INFINEON TECHNOLOGIES AG
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
Nokia wins new 5G RAN deal with Virgin Media O2 to accelerate its Mobi...
Nokia wins new 5G RAN deal with Virgin Media O2 to accelerate its Mobile Transformation Plan Press Release Nokia wins new 5G RAN deal with Virgin Media O2 to accelerate its Mobile Transformation Plan Deployment of Nokia’s latest AirScale RAN portfolio, including Massive MIMO radios, future‑proof baseband, and energy‑efficient next‑generation radio platforms, will help Virgin Media O2 to accelerate its Mobile Transformation PlanSignificant performance uplift for Virgin Media O2’s 5G network, with improvements in capacity, coverage, spectral efficiency, and customer-experienced speeds.Expan...
Progress on share buyback programme
Progress on share buyback programme Progress on share buyback programme ING announced today that, as part of our €1.1 billion share buyback programme announced on 30 October 2025, in total 2,262,425 shares were repurchased during the week of 23 March up to and including 27 March 2026. The shares were repurchased at an average price of €21.93 for a total amount of €49,619,703.42. For detailed information on the daily repurchased shares, individual share purchase transactions and weekly reports, see the updates on the on our website. In line with the purpose of the programme to reduce the...
Progress on share buyback programme
Progress on share buyback programme Progress on share buyback programme ING announced today that, as part of our €1.1 billion share buyback programme announced on 30 October 2025, in total 2,190,349 shares were repurchased during the week of 16 March up to and including 20 March 2026. The shares were repurchased at an average price of €22.47 for a total amount of €49,212,464.08. For detailed information on the daily repurchased shares, individual share purchase transactions and weekly reports, see the updates on the on our website. In line with the purpose of the programme to reduce the...
- ABGSC Telecom Equipment Research
- Simon Granath
Nokia Corp: 1 director
A director at Nokia Corp sold 33,500 shares at 6.994EUR and the significance rating of the trade was 52/100. 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 two years clearly showi...
Changes in Nokia Corporation's own shares
Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release18 March 2026 at 16:30 EETChanges in Nokia Corporation's own shares Espoo, Finland – A total of 1 222 899 Nokia shares (NOKIA) held by the company were transferred today without consideration to participants of Nokia's equity-based incentive plans in accordance with the rules of the plans. The transfer is based on the resolution of the Board of Directors to issue shares held by the company to settle its commitments to participants of the incentive plans as announced on 2 October 2025. The number of own shares...
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Nokia OyjPörssitiedote18.3.2026 klo 16.30Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Espoo – Nokia on tänään luovuttanut 1 222 899 yhtiön hallussa ollutta Nokian osaketta (NOKIA) vastikkeetta suorituksena Nokian osakepohjaisiin kannustinohjelmiin osallistuneille henkilöille ohjelmien ehtojen mukaisesti. Osakkeiden luovutus perustuu 2.10.2025 julkistettuun hallituksen päätökseen yhtiön hallussa olevien osakkeiden antamisesta kannustinohjelmien mukaisten sitoumusten täyttämiseksi. Nokia Oyj:n hallussa olevien omien osakkeiden lukum...
- Louis Boujard
- CFA
- Philippe Ourpatian
- Louis Boujard
- CFA
- Philippe Ourpatian
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Carole Braudeau
- Carole Braudeau
Progress on share buyback programme
Progress on share buyback programme Progress on share buyback programme ING announced today that, as part of our €1.1 billion share buyback programme announced on 30 October 2025, in total 2,250,694 shares were repurchased during the week of 9 March up to and including 13 March 2026. The shares were repurchased at an average price of €22.87 for a total amount of €51,475,898.87. For detailed information on the daily repurchased shares, individual share purchase transactions and weekly reports, see the updates on the on our website. In line with the purpose of the programme to reduce the ...
- Research Department
INFORME DIARIO 17 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, INDRA. EUROPA: BNP PARIBAS, SECTOR ELÉCTRICO, UNICREDIT. El petróleo marca la pauta La semana arrancó con avances de las bolsas apoyados en el retroceso del petróleo, favorecido por la potencial ampliación de las liberaciones de reservas en países desarrollados, el intento de Trump de impulsar una coalición internacional para reabrir el Estrecho de Ormuz y el paso puntual de algunos buques. En el STOXX 600, todos los sectores menos Autos,...
BNP PARIBAS ACCELERE LA CROISSANCE DE SA PLATEFORME DE GESTION D’ACTIF...
BNP PARIBAS ACCELERE LA CROISSANCE DE SA PLATEFORME DE GESTION D’ACTIFS AVEC UNE AMBITION DE DOUBLEMENT DU RESULTAT AVANT IMPOT D’ICI 2030 BNP PARIBAS ACCELERE LA CROISSANCE DE SA PLATEFORME DE GESTION D’ACTIFS AVEC UNE AMBITION DE DOUBLEMENT DU RESULTAT AVANT IMPOT D’ICI 2030 Communiqué de presse Paris, 17 mars 2026 BNP Paribas présente aujourd’hui le Plan Stratégique 2030 de sa plateforme de Gestion d’Actifs, intégrée et à l’échelle, la positionnant comme un contributeur clé de la trajectoire ROTE du Groupe de 13% à horizon 2028. S’appuyant sur l’acquisition réussie d’AXA IM, BNP Pa...
BNP PARIBAS ACCELERATES ASSET MANAGEMENT GROWTH WITH PRE-TAX INCOME SE...
BNP PARIBAS ACCELERATES ASSET MANAGEMENT GROWTH WITH PRE-TAX INCOME SET TO DOUBLE BY 2030 BNP PARIBAS ACCELERATES ASSET MANAGEMENT GROWTH WITH PRE-TAX INCOME SET TO DOUBLE BY 2030 PRESS RELEASE Paris, 17 March 2026 BNP Paribas today unveiled its 2030 Strategic Plan for its scaled and integrated Asset Management platform, positioning it as a key contributor to the Group’s trajectory toward a 13% Return on Tangible Equity by 2028. Building on the successful acquisition of AXA IM, BNP Paribas Asset Management now operates at scale across Europe, marking a transformational step in its growt...
BNP Paribas SA: Restatement of new 2025 quaterly series in the 2026 fo...
BNP Paribas SA: Restatement of new 2025 quaterly series in the 2026 format RESTATEMENT OFNEW 2025 QUARTERLY SERIES IN THE 2026 FORMAT PRESS RELEASEParis, 16 March 2026 This restatement has no impact on the Group’s published 2025 results and changes only the analytical breakdown of business lines and divisions. In order to present a consistent reference with the presentation of the financial statements and the results applied from 1 January 2026, the quarterly series for the 2025 financial year include the main effects described below: Reorganisation of GCM (Global Capital Markets) wit...
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