Ericsson ERICB SS has rebounded strongly today, rallying by +16.50% on substantially improved earnings and sales :

Brokers Jeffries has this to say on the name :

Ericsson (ERICB SS, HOLD, PT: SEK80.00) First View: Healthy gross margin progression in Networks:

Ericsson has reported sales of SEK56.2bn, down 2% QoQ on an organic basis and 9% YoY…[Read more]

RBC has published a note on IG Group today

The broker says that :

We update our model following IGG’s FY25 results. We make
minor increases to revenue estimates, which are more than offset by higher expenses at the PBT level.

However, our Cash EPS estimates increase by 2% & 7% in FY26/FY27, owing to the addition of share buybacks (both…[Read more]

DBK on Quilter :

“QUILTER (QLT.L) – Re-evaluation of the investment case, upgrade to Hold, fairly valued on SOTP; Sell to Hold, Tgt 110p to 165p. Last Close 168p.

David McCann: It had previously been our view that insufficient risk was priced in to the shares, with one of the key reasons being that Quilter (unlike St. James’s Place) had not…[Read more]

Sometimes it’s possible for retail traders to get ahead of the banks and brokers. A good example of that was Neste Oyj.
A Finnish oil company, which has been on an amazing run since March, outperforming the rest of the sector as it did so. I have been bullish through and yesterday they rallied by another -14.0% taking there 4 months gains to…[Read more]