AstraZeneca: 1 director

A director at AstraZeneca bought 1,500 shares at 126.796USD and the significance rating of the trade was 70/100. 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 showing Close periods where trading activity is restricted under listing rules. The names of board ...

Keep calm and carry on

PYPL US (BUY, TP: $100, +12%) SQ US (Neutral, TP $70 - UR) CFPB oversight over non-banks - does it matter? (PYPL/SQ)

The Consumer Financial Protection Bureau (CFPB) issued a finalized version of a rule at the end of last week, saying it will soon supervise non-bank firms, including PayPal and Block, that offer financial services. With an inbound Trump, does this still matter?

TeleColumbus: Q3 24 Quick Take internet strength continuing

TeleColumbus’s Q3 results show that, although the MDU TV migration is the major near-term change, their Internet business is continuing to perform very strongly, albeit the deployment of FTTH is still going to be a long-term game.

1&1 (Neutral, €14, +16%) Previously: Buy, €26. United Internet (Neutral, €21, +30%) Previously: Buy, €28. Valuation cut on lower mobile growth. Downgrade to Neutral

We have been long-time buyers of 1&1, arguing that the value of the high-growth retail business was obscured by the mobile network build. However that growth has now stalled in an increasingly competitive German mobile market.