reports
KPN reports on progress of € 250m share buyback
KPN reports on progress of € 250m share buyback KPN has repurchased 1,000,000 KPN ordinary shares in the period from 23 February to 27 February 2026. The shares were repurchased at an average price of € 4.72 per share for a total consideration of € 4.7m. These repurchases are part of the € 250m share buyback started on 29 January 2026 and reflect KPN's commitment to structurally return additional capital to its shareholders. The total number of ordinary shares repurchased until 27 February 2026 is 4,400,000 for a total consideration of € 19.9m. Aggregated transaction details of the share ...
- Chris Hoare
Global EM Telcos & Towers The impossible dream – NSR GEM Top-10 March...
2025 was such a strong year for EM Telcos with the result that while remaining bullish we thought it was not plausible that 2026 would be as strong. Yet if anything the year has started better than 2025, with our picks up 18% ytd already, and up 113% since the start of 2025.
Press release: Orange Business and Tech Mahindra to forge strategic pa...
Press release: Orange Business and Tech Mahindra to forge strategic partnership to accelerate end-to-end digital transformation for enterprise customers worldwide, focusing on AI, automation and secure digital platforms Press releaseParis, 02 March 2026 Orange Business and Tech Mahindra to forge strategic partnership to accelerate end-to-end digital transformation for enterprise customers worldwide, focusing on AI, automation and secure digital platforms This proposed 5-year partnership aims to fast-track next-generation solutions for international customers by combining Orange Business’ ...
Communiqué : Orange Business et Tech Mahindra en négociations exclusiv...
Communiqué : Orange Business et Tech Mahindra en négociations exclusives pour nouer un partenariat stratégique afin d’accélérer la transformation numérique de bout en bout pour les clients Entreprise dans le monde entier Communiqué de presseParis, 2 mars 2026 Orange Business et Tech Mahindra en négociations exclusives pour nouer un partenariat stratégique afin d’accélérer la transformation numérique de bout en bout pour les clients Entreprise dans le monde entier, en se concentrant sur l’IA, l’automatisation et les plateformes numériques sécurisées Ce projet de partenariat proposé pour un...
Deutsche Telekom AG: 1 director
A director at Deutsche Telekom AG sold 100,000 shares at 33.800EUR 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 c...
- Ben Rickett
- James Ratzer
Telefonica (Reduce), 1&1 (Reduce) Telefonica negotiating acquisition ...
For as long as Telefonica and 1&1 remain separate businesses in Germany, we are going to get ongoing press stories relating to a potential deal. Last month, it was a story relating to comments from Dommermuth, which we addressed in our note at that stage.
- Andres Bolumburu
CELLNEX: FY2025 RESULTS (ANÁLISIS BANCO SABADELL)
4Q'25 vs. 4Q'24 Results Sales: € 1.058 Bn (+1.9% vs. -1.4% BS(e) and +1.0% consensus); EBITDA: € 881.0 M (+2.1% vs. +0.1% BS(e) and +1.0% consensus); FY2025 vs. FY2024 Results Sales: € 3.995 Bn (+1.4% vs. +0.5% BS(e) and +1.1% consensus); EBITDA: € 3.317 Bn (+2.1% vs. +1.5% BS(e) and +1.8% consensus); Net Profit: € -361.0 M (€ -28.0 M in FY2024);
- James Ratzer
- Ahmed Ben Salem
LHN HOLCIM AG
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
ENGI ENGIE SA.
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
PUM PUMA SE
ALV ALLIANZ SE
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
GRF GRIFOLS S.A. CLASS A
BAS BASF SE
BCP BANCO COMERCIAL PORTUGUES S.A.
UCB UCB S.A.
WPP WPP PLC
ANA ACCIONA SA
ACKB ACKERMANS & VAN HAAREN NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
KGX KION GROUP AG
IBE IBERDROLA SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
SAN BANCO SANTANDER S.A.
GRF.P GRIFOLS S.A. PREF CLASS B
DHER DELIVERY HERO SE
BIM BIOMERIEUX SA
STLA STELLANTIS N.V.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
STMN STRAUMANN HOLDING AG
H2O HIDROELECTRICA S.A.
- Ahmed Ben Salem
LHN HOLCIM AG
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
ENGI ENGIE SA.
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
PUM PUMA SE
ALV ALLIANZ SE
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
GRF GRIFOLS S.A. CLASS A
BAS BASF SE
BCP BANCO COMERCIAL PORTUGUES S.A.
UCB UCB S.A.
WPP WPP PLC
ANA ACCIONA SA
ACKB ACKERMANS & VAN HAAREN NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
KGX KION GROUP AG
IBE IBERDROLA SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
SAN BANCO SANTANDER S.A.
GRF.P GRIFOLS S.A. PREF CLASS B
DHER DELIVERY HERO SE
BIM BIOMERIEUX SA
STLA STELLANTIS N.V.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
STMN STRAUMANN HOLDING AG
H2O HIDROELECTRICA S.A.
Freenet Ag: 1 director
A director at Freenet Ag bought 18,314 shares at 27.217EUR 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 clearly s...
- Andres Bolumburu
CELLNEX: RDOS. 2025 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'25 vs 4T'24: Ventas: 1.058 M euros (+1,9% vs +1,4% BS(e) y +1,0% consenso); EBITDA: 881,0 M euros (+2,1% vs +0,1% BS(e) y +1,0% consenso). Rdos. 2025 vs 2024: Ventas: 3.995 M euros (+1,4% vs +1,2% BS(e) y +1,1% consenso); EBITDA: 3.317 M euros (+2,1% vs +1,5% BS(e) y +1,8% consenso); BDI: -361,0 M euros (-28,0 M euros en 2024).
- Ana Arjona-Martinez
- Research Department
IBERIAN DAILY 27 FEBRUARY + 4Q'25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, ACERINOX, AMADEUS, CELLNEX, COLONIAL, ELECTRICITY SECTOR, FCC, GLOBAL DOMINION, GRIFOLS, IAG, MERLIN, OHLA, REDEIA, SACYR, SOLARIA, VISCOFAN. 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 continue to plague Nasdaq, but software rallies after harsh punishment European s...
ACX ACERINOX SA
SYV SACYR S.A.
GRF GRIFOLS S.A. CLASS A
OHL OBRASCON HUARTE LAIN SA
ANA ACCIONA SA
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AMS AMADEUS IT GROUP SA CLASS A
DOM GLOBAL DOMINION ACCESS SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
RE21 RED ELECTRICA CORP. S.A.
GRF SM GRIFOLS (GRF SM)
COL.SM COLONIAL
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
- Research Department
INFORME DIARIO 27 FEBRERO + RDOS. ESPAÑA Y EUROPA. PREVIEWS (ANÁLISIS ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, ACERINOX, AMADEUS, CELLNEX, COLONIAL, FCC, GLOBAL DOMINION, GRIFOLS, IAG, MERLIN, OHLA, REDEIA, S. ELÉCTRICO, SACYR, SOLARIA, VISCOFAN. EUROPA:.n/a. 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 en e...
ACX ACERINOX SA
SYV SACYR S.A.
OHL OBRASCON HUARTE LAIN SA
ANA ACCIONA SA
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AMS AMADEUS IT GROUP SA CLASS A
DOM GLOBAL DOMINION ACCESS SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
RE21 RED ELECTRICA CORP. S.A.
COL SM INMOBILIARIA COLONIAL (COL SM)
GRF SM GRIFOLS (GRF SM)
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
- Oliver Metzger
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
NXI NEXITY SA CLASS A
SBMO SBM OFFSHORE NV
MF WENDEL SE
POM PLASTIC OMNIUM SE
ITP INTERPARFUMS
GXI GERRESHEIMER AG
FNAC FNAC DARTY SA
ATE ALTEN SA
EBRO EBRO FOODS SA
G24 SCOUT24 AG
GLB GLANBIA PLC
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SUN SULZER AG
VRNL VERNEUIL PARTICIPATIONS
AIXA AIXTRON SE
FTON FEINTOOL INTERNATIONAL HOLDING AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
RIEN RIETER HOLDING AG
EMMN EMMI AG
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
EDR EDREAMS ODIGEO SA
CON CONZZETA AG
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
WLN WORLDLINE SA
FNTN FREENET AG
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
TRP TERAPLAST
FTG111 FLATEXDEGIRO AG
HOME NEINOR HOMES SA
BFSA BEFESA SA
NFN NFON AG
GRE GRENERGY RENOVABLES
FQT FREQUENTIS AG WIENER
UPG UNIFIEDPOST GROUP
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
ALAFY AFYREN
DEME DEME GROUP NV
ADTN ADTRAN HOLDINGS INC
7V0 DARWIN AG
SHUR SHURGARD SELF STORAGE LIMITED
ACAG AUSTRIACARD HOLDINGS AG
PLNW PLANISWARE
CO CASINO GUICHARD-PERRACHON
4X0 STEYR MOTORS AG
- Chris Hoare
EM Telcos Pricing power returns; where best; why (some) EM Telcos’ mu...
The resumption of pricing power is one of the key drivers of the rally in EM Telcos and perhaps the area where consensus is most sceptical. In this note we analyse which markets have the greatest potential for sustained pricing power, looking at key issues: affordability and regulatory and competitive structure.
- Oliver Metzger
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
NXI NEXITY SA CLASS A
SBMO SBM OFFSHORE NV
MF WENDEL SE
POM PLASTIC OMNIUM SE
ITP INTERPARFUMS
GXI GERRESHEIMER AG
FNAC FNAC DARTY SA
ATE ALTEN SA
EBRO EBRO FOODS SA
G24 SCOUT24 AG
GLB GLANBIA PLC
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SUN SULZER AG
VRNL VERNEUIL PARTICIPATIONS
AIXA AIXTRON SE
FTON FEINTOOL INTERNATIONAL HOLDING AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
RIEN RIETER HOLDING AG
EMMN EMMI AG
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
EDR EDREAMS ODIGEO SA
CON CONZZETA AG
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
WLN WORLDLINE SA
FNTN FREENET AG
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
TRP TERAPLAST
FTG111 FLATEXDEGIRO AG
HOME NEINOR HOMES SA
BFSA BEFESA SA
NFN NFON AG
GRE GRENERGY RENOVABLES
FQT FREQUENTIS AG WIENER
UPG UNIFIEDPOST GROUP
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
ALAFY AFYREN
CTPNV CTP NV
DEME DEME GROUP NV
ADTN ADTRAN HOLDINGS INC
7V0 DARWIN AG
SHUR SHURGARD SELF STORAGE LIMITED
ACAG AUSTRIACARD HOLDINGS AG
PLNW PLANISWARE
CO CASINO GUICHARD-PERRACHON
4X0 STEYR MOTORS AG
- Chaima Ferrandon
- Sven Edelfelt
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
BVI BUREAU VERITAS SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
PUM PUMA SE
SK SEB SA
FGR EIFFAGE SA
EBS ERSTE GROUP BANK AG
EN BOUYGUES SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
HEI HEIDELBERGCEMENT AG
UCB UCB S.A.
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
EDW EDP RENOVAVEIS SA
KGX KION GROUP AG
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
PIRC PIRELLI & C. S.P.A.
ARGX ARGEN-X SE
HAG HENSOLDT AG
STLA STELLANTIS N.V.
CTPNV CTP NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
SYENS SYENSQO
- James Ratzer
Deutsche Telekom (Buy, €43, +28%) Should still be a core holding for ...
At a time when the European telecoms sector has been outperforming strongly, we think DT still stands out as a core holding for 2026 and there is still some 2025 “catch-up” to play out – but with the implied ex-US value at all-time highs, the upside from here now relies more on a TMUS recovery.
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