TALK TalkTalk Telecom Group PLC

Form 8.3 - The Vanguard Group, Inc.: TalkTalk Telecom Group plc

Form 8.3 - The Vanguard Group, Inc.: TalkTalk Telecom Group plc
EN
12/10/2020

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Reports on TalkTalk Telecom Group PLC

Felix Fischer
  • Felix Fischer

Europe HY Trade Book - Media & Communications - Lucror Analytics

The Europe HY Trade Book - Media & Communications includes current trade recommendations drawn from our European HY media & communications coverage universe, along with relative-value scatter plots and a peer table. 

Felix Fischer
  • Felix Fischer

Iran Conflict – Impact On Supply Chains And Our European Key Sector Co...

Following the attack on Iran by the US and Israel late last month which targeted key military sites and strategic infrastructure, as well as a retaliation by Iran, there have been structural shifts in the oil & gas and energy markets. In this report, we discuss the effects of these structural shifts, as well as the impact of the conflict on global supply chains and our coverage universe.

Haidje Rustau ... (+4)
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: TalkTalk, Banijay, SIG plc, Kem One, Flora Food Group, Allwyn (formerly Sazka)

Felix Fischer ... (+5)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Nimlas, TalkTalk, Ahlstrom, SIG plc, TK Elevator, Ithaca Energy, Grunenthal, AMS Osram

James Ratzer
  • James Ratzer

TalkTalk (Equal Weight) Post-Q3 model update: The customer growth vs....

Following the Q3 results yesterday, we have updated our forecasts to reflect weaker-than-expected subscriber trends in the quarter. While FY26 revenue guidance remains intact, the deterioration in customer volumes leads us to reduce our medium-term subscriber assumptions and, in turn, our longer-term revenue expectations. We assess the impact this has on value and the potential for higher future SAC spending.

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