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Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/Gecina, ASML, Orange

Technology - ASML provides solid outlook for 2026

 PRESS RELEASE

Orange: Bouygues Telecom, Free-iliad Group and Orange submit a joint n...

Orange: Bouygues Telecom, Free-iliad Group and Orange submit a joint non-binding offer to acquire a large part of Altice's activities in France Press release Paris, 14 October 2025 Bouygues Telecom, Free-iliad Group and Orange submit a joint non-binding offer to acquire a large part of Altice's activities in France Bouygues Telecom, Free-iliad Group and Orange announce they have submitted a non-binding offer to acquire a large part of the telecommunications activities of the Altice group in France.  While ensuring continuity of service for SFR customers and in a mature market, the dea...

 PRESS RELEASE

Orange : Bouygues Telecom, Free-Groupe iliad et Orange remettent une o...

Orange : Bouygues Telecom, Free-Groupe iliad et Orange remettent une offre conjointe non engageante pour l’acquisition d’une grande partie des activités d’Altice en France                 Communiqué de presse Paris, le 14 octobre 2025 Bouygues Telecom, Free-Groupe iliad et Orange remettent une offre conjointe non engageante pour l’acquisition d’une grande partie des activités d’Altice en France Bouygues Telecom, Free-Groupe iliad et Orange annoncent la remise d'une offre non engageante en vue de l’acquisition d’une grande partie des activités de télécommunications du groupe Altice en F...

Deutsche Telekom AG: 1 director

A director at Deutsche Telekom AG sold 1,796 shares at 29.310EUR and the significance rating of the trade was 54/100. 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 clea...

William Nestuk
  • William Nestuk

PSA Capital Goods / Technology: AI Lifts Automation

PSA’s automation and robotics analyst William Nestuk reviews the performance of automation stocks this year and explains why this month, AI has lit a touchpaper to strong performance by names in the sector.

Stephane Beyazian
  • Stephane Beyazian
Stephane Beyazian
  • Stephane Beyazian
James Ratzer
  • James Ratzer

UK consolidation Should VMO2 consider shutting down its HFC network?

Two of the most common questions we get asked at the moment are: 1) How will the UK broadband market consolidate?, and 2) What can VMO2 do to turn around their performance? We believe an interesting answer to both of these questions could be for VMO2 to consider shutting down their HFC network and moving to wholebuy Openreach’s FTTH network. This could be both value accretive for VMO2 and BT – and allow for a more rational UK market structure. In this thought-piece, we explore further how this...

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of QUALCOMM Incorporated and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 3 October 2025 in which we reassessed the appropriateness of the ratings in the conte...

Telecom Italia Spa: 1 director

A director at Telecom Italia Spa sold 82,000 shares at 0.489EUR and the significance rating of the trade was 53/100. 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 clear...

 PRESS RELEASE

Total number of shares and voting rights at September 30, 2025

Total number of shares and voting rights at September 30, 2025 6 October 2025 Orange: information on the total number of shares and voting rights referred to in Article L.233-8 II of the French Commercial Code and Article 223-16 of the General Regulations of the Autorité des Marchés Financiers. In application of Article L. 22-10-46 of the French Commercial Code (Code de commerce), as from 3 April 2016, a double voting right is automatically granted to fully paid-up shares that have been held in registered form and under a single shareholder name for at least two years. DateNumber of shar...

 PRESS RELEASE

Nombre d'actions et de droits de vote au 30 septembre 2025

Nombre d'actions et de droits de vote au 30 septembre 2025 6 octobre 2025 Orange : Information relative au nombre total d’actions et de droits de vote prévue par l’article L. 233-8 II du Code de commerce et l’article 223-16 du Règlement général de l’Autorité des Marchés Financiers En application de l’article L. 22-10-46 du Code de commerce, il est automatiquement conféré, à compter du 3 avril 2016, un droit de vote double aux actions entièrement libérées inscrites au nominatif depuis deux ans au nom d’un même actionnaire. DateNombre d’actions composant le capitalNombre d’actions auto-déte...

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/03/2025

Coty starts refinancing its April 2026 maturities with a USD denominated bond issue|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 03/10/2025

Coty entame le refinancement de ses échéances avril 2026 avec une émission en USD|

James Ratzer
  • James Ratzer

Telecom Italia (Neutral, €0.39) TIM Enterprise Event: Can cloud conti...

Yesterday Telecom Italia hosted a TIM Enterprise event in Milan, where they provided new disclosure on their fast-growing cloud business and gave us a look around a data centre. In this note we discuss what’s driving that growth and whether it can continue.

Haidje Rustau ... (+3)
  • Haidje Rustau
  • Jayanth Kandalam
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Zegona, Telecom Italia, Synthomer, Tullow Oil, Seche Environnement, Froneri

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