Telenor ASA: 1 director

A director at Telenor ASA maiden bought 3,436 shares at 173.800NOK and the significance rating of the trade was 55/100. 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 cl...

Coffee, Croissants & Credit/Orange, VodafoneZiggo, Virgin Media O2, Te...

Orange reports solid FY25 results / Liberty Global announced the intention to list VodafoneZiggo in 2027 / Liberty Global, Telefonica and InfraVie to acquire Substantial Group / Equinix upgrade by Moody's to Baa1 / Covivio FY25 results: portfolio rotation continues to deliver

INFORME DIARIO 13 FEBRERO + RDOS. ESPAÑA. IDEAS DESTACADAS Y PREVIEWS ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: REPSOL, TELEFÓNICA. EUROPA: HERMÈS INT., L’ORÉAL, SAFRAN. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. Siguen las dudas sobre la rentabilidad de la IA Las bolsas europeas revertieron las ganancias en el tramo final de la sesión, presionadas...

IBERIAN DAILY 13 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: REPSOL, TELEFÓNICA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Doubts on AI profitability continue European stock markets reversed the gains at the end of the session, pressured by the uncertainty surrounding margins in the US tech sector (the Nasdaq fell -2.0%) and by sales in commodities and crypto...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 02/12/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 12/02/2026

INFORME DIARIO 12 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: AB INBEV, AHOLD DELHAIZE, ASML, DEUTSCHE TELEKOM, ESSILORLUXOTTICA, MERCEDES BENZ GROUP, SANOFI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. El dato de empleo en EE.UU. agita los mercados Jornada de más a menos en las bolsas europeas, que ...

Deutsche Telekom : TMUS reassures on its prospects with 9% FCF growth ...

Deutsche Telekom : TMUS rassure sur ses perspectives avec 9% de croiss...

Deutsche Telekom (Buy, €44, +44%) TMUS stake to rise faster than expec...

TMUS has provided new guidance out to 2027 – and DT has also said it won’t participate in the TMUS buyback in 2026 and might look at additional options to increase its stake even further. We therefore run through the implications for this and what further headroom DT might have.

Coffee, Croissants & Credit/Alphabet, Telefonica, Gecina, WP Carey

Alphabet goes with CHF and GBP – but Reverse Yankee supply is still set to rise / Telefonica has agreed to sell Telefonica Chile / Gecina FY25: solid results, notes momentum continues to build in Paris prime offices / WP Carey 4Q25: beats consensus and increases 2026 guidance

Millicom (Buy, TP: $70, +7%) Millicom acquires Telefonica Chile: A po...

Millicom has announced today that it has acquired a 49% stake in Telefonica Chile, with the option to buy the remaining 51% in year 5 and 6 post closing. We see this deal as a potentially valuable option, though market may have concerns Millicom is stretching management too thinly.

IBERIAN DAILY 11 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ENDESA, INDRA, INSURANCE SECTOR, SANTANDER, TELEFÓNICA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Ibex remains at 18,100 points Stock markets fell in a transition session, waiting the employment data to be released today in the US. In the STOXX 600, the best-performing sectors were Chemicals and Aut...

INFORME DIARIO 11 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA, INDRA, SANTANDER, SECTOR SEGUROS, TELEFÓNICA. EUROPA: AHOLD DELHAIZE, BAYER. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. El Ibex mantiene los 18.100 puntos Ligeras caídas en los mercados en una jornada de transición a la espera de l...

Millicom (Buy, TP: $70, +7%) acquires Telefonica Chile: A potentially ...

Millicom has announced today that it has acquired a 49% stake in Telefonica Chile, with the option to buy the remaining 51% in year 5 and 6 post closing.

Telenor (Neutral, TP: NOK 160, -7%) post Q4 25 model update – Impressi...

In this note, we update our model and thoughts following the Q4 results incorporating conference call feedback and compare our new estimates to guidance and consensus.

Credit Morning 02/06/2026

Jaguar Land Rover (Q3 2025/26): last quarter affected by cyberattack, before other headwinds|Coty: major profits warning under new CEO|End of discussions on the proposed merger between Glencore and Rio Tinto|

Morning Crédit 06/02/2026

Jaguar Land Rover (T3 2025/26) : un dernier trimestre plombé par la cyberattaque, avant d’autres vents contraires|Coty : profit warning important sous l’égide du nouveau CEO|Fin des discussions sur le projet de fusion entre Glencore et Rio Tinto|

INFORME DIARIO 06 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T'25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENCE, INDRA, RDOS. ESPAÑA, TELEFONICA. EUROPA: RDOS. EUROPA, SOCIETE GENERAL, VINCI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. Las dudas no desaparecen Jornada de números rojos en las bolsas europeas, arrastradas por las caídas en Estados...

Telenor (Neutral, TP: NOK 150, -7%) Q4 25: Good results, new Buyback ...

Telenor has reported a good set of Q4 numbers, issued solid guidance for FY26, and announced a new 7% (over 3 years) buyback, that should help it shrug off the recent negative Telia-ICE RAN sharing news (HERE). We downgraded to Neutral in July (HERE) due to insufficient upside to be Buy, and because we saw better value elsewhere in the sector, and we were worried about dividend cover given rising Asian costs. Selling out of Thailand (HERE) helps repair the B/S and supports sentiment. As things s...