reports
Telenor etablerer nytt cybersikkerhetsselskap med nordiske ambisjoner
Telenor etablerer nytt cybersikkerhetsselskap med nordiske ambisjoner (Fornebu, 14. juni 2024) Norsk næringsliv og offentlige virksomheter blir stadig utsatt for flere og mer alvorlige cyberangrep. 1 av 5 bedriftsledere sier at de har erfart cyberangrep det siste året, ifølge en spørreundersøkelse utført av Norstat. Det tilsvarer hele 130.000 norske bedrifter. Nå oppretter Telenor et nytt cybersikkerhetsselskap for å møte etterspørselen. - Aldri før har vi opplevd så hyppige og alvorlige cybertrusler som i dag. Det digitale landskapet er under konstant angrep, noe som gjør robust cy...
- Russell Waller
Orange (Buy, TP: €14, +47%) Altice France (SFR) - Most preferred Ilia...
There has been a lot of focus on the recent change in mobile price points from SFR/Bouygues. Orange has underperformed the CAC40 by c10% over the last 10 days. Most commentary we have seen, seems to worry that the move by SFR will start a new price war at the high end. We think that is probably not going to happen, and explain why in this report. That is good news for Orange, that looks oversold in our view.
- Research Department
IBERIAN DAILY 13 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: NATURGY, TELEFÓNICA. The Fed would only cut rates once in 2024 but up to four times in 2025 Gains resumed at both sides of the Atlantic, in Europe fuelled by the better US inflation data, with the Ibex returning to 11,200 points, the ES50 index consolidating above 5,000 points and the S&P hitting new record highs. In the STOXX 600, all sectors with the exception of Telecoms and Energy ended with gains, led by Real Estate and Technology. On the macro side, in the UK, industrial o...
- Research Department
INFORME DIARIO 13 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: NATURGY, TELEFÓNICA. La Fed sólo bajaría 1 vez en 2024 pero hasta 4 veces en 2025 Volvieron las ganancias a ambos lados del Atlántico, impulsadas en Europa tras el mejor dato de inflación en EE.UU., llevando al Ibex a recuperar los 11.200 puntos, al ES50 consolidar por encima de 5.000 y al S&P 500 a nuevos máximos históricos. En el STOXX 600 todos los sectores menos Telecos y Energía terminaron con ganancias, lideradas por Inmobiliario y Tecnologí...
- Research Department
IBERIAN DAILY 11 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ALMIRALL, CAIXABANK, CELLNEX, IAG, NATURGY, TELEFÓNICA. The Euro STOXX 50 at the 5,000-point support level European stock exchanges reacted with strong corrections to the lower probability of rate cuts and to the result of the European Parliament elections. In this regard, French companies (banks, infrastructure, toll road and renewable groups) saw the bigger drops after early Parliamentary elections were called on 30/06. In the STOXX 600, 16 out of 20 sectors ended in negative ...
- Research Department
INFORME DIARIO 11 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, CAIXABANK, CELLNEX, IAG, NATURGY, TELEFÓNICA. El Euro STOXX 50, en el soporte de los 5.000 puntos Las bolsas europeas reaccionaron con fuertes caídas a las menores probabilidades de recortes de tipos y al resultado de las elecciones al Parlamento Europeo. En este sentido, las compañías francesas (bancos, infraestructuras, autopistas y renovables) sufrieron las mayores pérdidas ante la convocatoria de elecciones parlamentarias anticipadas ...
- Research Department
INFORME DIARIO 10 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, BANKINTER, PUIG BRANDS, TELEFÓNICA. El empleo en EE.UU. sigue muy fuerte Semana positiva para las bolsas, marcada por la rebaja de los tipos en Europa, con el Ibex recuperando máximos de 2015 y unas rentabilidades soberanas que volvieron a repuntar sensiblemente tras el dato de empleo americano. Así, en el STOXX 600 los mejores sectores de la semana fueron Tecnología y Farma frente a las caídas de Energía y R. Básicos, Por el lado macro, en ...
- Research Department
IBERIAN DAILY 10 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACS, BANKINTER, PUIG BRANDS, TELEFÓNICA. US employment data remains strong It was a positive week for stock exchanges, marked by the rate cut in Europe, with the Ibex returning to 2015 highs and with sovereign yield widening significantly after the US job data. Thus, in the STOXX 600, Technology and Pharma were the best performers vs. the corrections of Energy and Basic Resources. On the macro side, in the euro zone, the final 1Q’24 GDP confirmed the 0.4% YoY data, as expected....
Deutsche Telekom AG: 1 director
A director at Deutsche Telekom AG sold 22,207 shares at 22.610EUR and the significance rating of the trade was 88/100. 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 cle...
- ING Helpdesk
Benelux Morning Notes
D'Ieteren: Febiac May registrations down 5.9% YoY, VW brands up 5.3%. Kinepolis: Weak US/Canada box office revenue, strong France attendance in May 2024. Proximus: ‘International' investor day feedback. Universal Music Group: Spotify price increase in US, supportive for long term equity story
- Research Department
IBERIAN DAILY 04 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CELLNEX, TELEFÓNICA. Fixed income leaves room for the stock market The strong advances by the stock markets, underpinned by the drop in debt yields, were slowed by the poor manufacturing ISM data that opened the door to stagflation scenarios in the US. In the STOXX 6000, almost all the sectors rose (17 out of 20), with the best performers being Telecoms and Real Estate, whereas Energy (Brent falling sharply after the OPEC+ meeting) and Pharma ended with the biggest losses. On th...
- Research Department
INFORME DIARIO 04 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, TELEFÓNICA. EUROPA: AIRBUS, DEUTSCHE TELEKOM La renta fija deja espacio a la bolsa Los fuertes avances de las bolsas, apoyadas en la moderación en la rentabilidad de la deuda se vieron frenadas por el flojo dato de ISM manufacturero que abre la puerta a escenarios de estanflación en EE.UU. Dentro del STOXX 600, casi todos los sectores presentaron subidas (17/20) siendo los mejores Telecomunicaciones e Inmobiliario, mientras que Energía (f...
- Kris Kippers
Proximus - All-in on leadership in digital communications
• Proximus yesterday organized a dedicated CMD focused on its International Segment, providing granularity on its future plans related to product portfolio, cost and sales synergies and impact on the group• Given its leading positions, combined with EUR 100m of synergies (up from EUR 90m previously) International Segment ought to deliver ~EUR 305m EBITDA on our new estimates or ~16% of group level or double of today• Including the FCF that ought to be generated by its new international segment, ...
- Michiel Declercq
Proximus International strategy: conference call feedback
After completing the Route Mobile acquisition at the beginning of May, Proximus will host a webcast this afternoon an 2pm CET, focussing on its international activities. In the update, Proximus increased its 3Y synergies target from € 90m to more than € 100m by 2026, run rate. After including the RM activities, Proximus also increased its FY24 group EBITDA outlook, which is now expected to grow at 2% on a like for like basis, compared to up to 1% previously. Pending the full integration of Route...
- Michiel Declercq
Proximus First Reaction: Increases Route Mobile synergy targets
After completing the Route Mobile acquisition at the beginning of May, Proximus will host a webcast this afternoon an 2pm CET, focussing on its international activities. In the update, Proximus increased its 3Y synergies target from € 90m to more than € 100m by 2026, run rate. After including the RM activities, Proximus also increased its FY24 group EBITDA outlook, which is now expected to grow at 2% on a like for like basis, compared to up to 1% previously. Pending the full integration of Route...
- Konrad Zomer
Proximus : Higher guidance with more Route Mobile insights
>Webinar today after completion of Route Mobile transaction - Proximus has released an extensive presentation on the company’s position in the digital communications market, now that the Route Mobile transaction has been completed. The company will host a webinar at 2pm CET. Its position in the CPaaS market entails more than 20 locations, more than 3,000 clients that execute more than 10.5bn transactions per month. Proximus reports an EBITDA CAGR of 34% in the last th...
- ING Helpdesk
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Wim Lewi
- Kris Kippers
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