reports
- Chris Hoare
- Research Department
INFORME DIARIO 03 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, INDRA, MELIÁ, TELEFÓNICA, UNICAJA. EUROPA: INTESA SANPAOLO, UNICREDIT. 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 alcanza los 18.000 puntos Jornada de menos a más en las bolsas europeas, con el Ibex liderando de nuevo...
- Research Department
IBERIAN DAILY 03 FEBRUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: AEDAS HOMES, INDRA, MELIÁ, UNICAJA, 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 hits 18,000 points European stock markets saw an increasing performance, with the Ibex leading gains again, climbing more than +1.0% where the volatility of metals continued after the election of K. Warsh ...
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Chris Hoare
Global EM Telcos & Towers – Strong start – NSR GEM Top-10 February ‘26...
Our portfolio of Top Picks has started 2026 strongly, up 6% ytd already. This month we make no changes to our top picks. This note also includes key news & other thoughts, to try to help investors generate alpha within the EM Telco space.
- Chris Hoare
EM Tower Trends Q3 CY25 review: Solid quarter, especially in Africa
Tower revenue trends were slightly slower across the board except for Indus Towers as it benefited again from VIL’s network catch up spend. EBITDA margins were roughly stable across EM except in Indonesia which faces the near-term pressure of the XL-Smartfren consolidation. Africa continue to perform well and the LatAm Towers space had a decent Q3.
- Carole Braudeau
Credit Morning 01/27/2026
APCOA: new bond issuance to reduce its interest burden and pay a dividend|Fnac Darty : Conference call feedback regarding the takeover bid|OPmobility to acquire Hyundai Mobis' lighting business|Jeanbrun scheme: a real boost for new home reservations?|Italmatch: New bond issuance and rating upgrade|
- Carole Braudeau
Morning Crédit 27/01/2026
APCOA: new bond issuance to reduce its interest burden and pay a dividend|Fnac Darty : Feedback conference call relative à l’OPA|OPmobility va racheter l’activité d’éclairage de Hyundai Mobis|Dispositif Jeanbrun, véritable coup de pouce pour les réservations de logements neufs ?|Italmatch: New bond issuance and rating upgrade|
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Carole Braudeau
- Carole Braudeau
- James Ratzer
Cityfibre 2025 results Rational support for the whole market
XLast month, Cityfibre reported a sharp acceleration in its net add run rate due to its new deal with Sky – and a clear indication that Sky now intends to put all of its new FTTP customers in Cityfibre’s footprint on the Cityfibre network.
- Research Department
IBERIAN DAILY 22 JANUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, BANKINTER, MELIÁ HOTELS, 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. Trump announces agreement in principle on Greenland European stock markets recovered from the initial sales and ended flat after Trump’s slightly more conciliatory message in Davos. Meanwhile, US...
- Research Department
INFORME DIARIO 22 ENERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, BANKINTER, MELIÁ, TELEFÓNICA. EUROPA: DANONE, VOLKSWAGEN. 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. Trump anuncia un principio de acuerdo sobre Groenlandia Las bolsas europeas se fueron recuperando de las venta...
- Chris Hoare
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Ben Rickett
- James Ratzer
Telefonica/ Zegona/ 1&1 - is consolidation afoot? Telefonica (Reduce,...
Ralph Dommermuth has given an interview to Handelsblatt where he comments on the mobile network build and the possibility of acquiring Telefonica Germany. There have also been recent press articles reviving the idea of Telefonica buying Zegona in Spain.
- Carole Braudeau
- Carole Braudeau
- Research Department
IBERIAN DAILY 19 JANUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVI...
NEWS SUMMARY: ACS, GREENING, INDRA, MAPFRE, MERLIN PROPERTIES, 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. Between the US results season and geopolitics European stock markets had a transitional week with mixed performance, marked by the geopolitical situation in Greenland/Iran and the start of the resu...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.