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
13/10/2020

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Reports on TalkTalk Telecom Group PLC

Felix Fischer ... (+5)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Fedrigoni, Standard Profil, United Group, Altice International, NewDay, TalkTalk, EVOCA, Ineos, Nomad Foods (Iglo), Ineos Quattro, TUI

James Ratzer
  • James Ratzer

TalkTalk (1st lien: From Overweight to Neutral) Update on new initiat...

In early June, we upgraded the TalkTalk 1st lien debt to Buy – and it has since rallied from 45 to 75. We have also now seen a good degree of the Consumer changes that TalkTalk highlighted were coming earlier this year and based on what we have seen, we see no reason to change our existing forecasts. In this note, we therefore run through the new initiatives, the valuation and hence, the driver of our decision to move the 1st lien bonds back to Neutral.

Felix Fischer ... (+4)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Si Yong Ng

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: e& PPF Telecom, TalkTalk, VodafoneZiggo, Bombardier, Nomad Foods (Iglo), Ineos, Ineos Quattro

Felix Fischer ... (+6)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Modulaire, evoke, Novelis, TalkTalk, Zegona, NewDay, Flora Food Group, Borr Drilling, Solenis, TUI, Air Baltic

Felix Fischer ... (+5)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Sappi, Multiversity, TalkTalk, Tullow Oil, Softbank Group, Novelis

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