Deutsche Telekom : Upgrade to Outperform (vs Neutral) based on four fa...

Deutsche Telekom : Opinion relevée à Surperformance (vs Neutre) sur 4 ...

CityFibre Q3: Significant customer acceleration with Sky launch & BT ...

CityFibre has just released a Q3 trading update which highlights the acceleration in customer volumes that they are seeing with Sky – and this is likely to put incremental pressure on BT, especially if momentum accelerates further in Q4 which we think could be likely.

UK Fixed Market Review: Fewer lines to go round BT back to Neutral. D...

We now think the UK physical broadband line market is shrinking for the first time due to the impact of high penetration, FWA, satellite, mobile tethering and low economic growth. It is difficult to see this structural trend changing in the foreseeable future and we therefore adjust our view of UK fixed market growth – cutting our 2030 forecast for UK wireline broadband lines by 10%.

Coffee, Croissants & Credit/Deutsche Telekom, T-Mobile US, BPPEHX, P3 ...

Telecom - Moody's upgrades Deutsche Telekom's credit rating to A3. Moody's upgrades T-Mobile US's credit rating to Baa1

Telenet - ESG Report - Lucror Analytics

Deutsche Telekom AG: 1 director

A director at Deutsche Telekom AG sold 42,560 shares at 28.424EUR and the significance rating of the trade was 100/100. 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...

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.

Coffee, Croissants & Credit/Inmobiliaria Colonial, Benelux TMT Credits

Real Estate: Inmobiliaria Colonial was back in the market with a green bond; TMT: Benelux TMT Credits - How's it going? Where's the value?

Benelux TMT Credits: How's it going? Where's the value?

These are exciting times in the Benelux TMT markets. In this new Benelux Credit TMT report we discuss the most attractive corporate bonds in the Benelux and wider TMT space and provide insights into the key developments driving the Dutch broadband market. We also discuss recent developments of the names under our coverage: ASML, SES, KPN, Proximus, VodafoneZiggo, Telenet, Wolters Kluwer and RELX. The latter section comes from previously published Flash Notes and have been updated where needed.

BT (Buy, £2.65, +33%) What the Mittal board seats mean for future shar...

BT has announced that Bharti Global’s economic stake in the company now exceeds 20%, and that Bharti Global will therefore be taking two new Board seats.

Why you should be reading the Tariff Tracker – a leading SR indicator

We publish monthly front book pricing data in our Tariff Tracker product. In this report we show some new analysis looking at how front book tariffs are a good leading indicator for service revenue trends in mobile and fixed, including new work looking at discounted and undiscounted prices.

Tele2 AB: 1 director

A director at Tele2 AB sold 230,000 shares at 166.500SEK and the significance rating of the trade was 67/100. 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 show...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 09/12/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 12/09/2025

Deutsche Telekom : Clarifications from Elon Musk on Starlink mobile

Deutsche Telekom : Clarifications d’Elon Musk sur Starlink mobile

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 09/11/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 11/09/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 09/11/2025