reports
Zegona Communications: 2 directors
A director at Zegona Communications bought 6,200 shares at 1,387p and the significance rating of the trade was 73/100. 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 cle...
- Felix Fischer
- Haidje Rustau
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Loxam, Progroup, Zegona, United Group, Industria Macchine Automatiche, TeamSystem, Vallourec, Kiloutou, Flos B&B Italia, Profine, Asmodee, Centrient, Itelyum Group, Travelodge, CBR Fashion, Intralot
- James Ratzer
Zegona (Neutral, £13.40, -3%) Payday – but is it payday for Vodafone ...
Zegona has announced the expected payday for its own shareholders on the back of its fibre transactions. The real question now is where we go from here: Might Vodafone announce a further payday for its own shareholders? What will Zegona’s ongoing shareholder remuneration policy be? We assess this further in this note.
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: Atalian, Loxam, Progroup, PureGym, CBR Fashion, United Group, TeamSystem, CABB, Travelodge, Zegona, Tele Columbus, Ardagh, Guala Closures, Cirsa, Bertrand Franchise, Canpack, Odigeo, Vallourec, La Doria, Centrient, Paprec Group, Flos B&B Italia, Boparan, Itelyum Group
- James Ratzer
- Haidje Rustau
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Tanvi Arora
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Felix Fischer
- Filipe Botelho
- Haidje Rustau
- Si Yong Ng
- Trung Nguyen
- James Ratzer
Zegona (Buy, £13.0, +41%) Orange (Buy, €14.9, +8%) Fibre JV: A big st...
Zegona has announced that it will raise €1.4bn from the monetisation of its fibre JV with MasOrange. This is a major step forward is allowing the company to pay a significant dividend to its shareholders and we run through the details in this note.
- Felix Fischer
- Filipe Botelho
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Trung Nguyen
Lucror Analytics - Morning Views Europe
In today's Morning Views publication we comment on developments of the following high yield issuers: SPIE, PeopleCert, AMS Osram, Azelis, Zegona, United Group, Banijay, Vedanta Resources, Nemak, Victoria, Itelyum Group, Seche Environnement, Ineos Quattro, Air France-KLM
- James Ratzer
Zegona (Buy, £13.20, +63%) Was £8.20 Significant price target upgra...
Following the FY25 and Q1 26 results and discussions with the company and also given that Zegona has reached our previous price target, we upgrade from £8.20 to £13.20. We believe that the company is getting more confident on its ability to execute further cost savings and we have made meaningful upgrades to our underlying cashflow forecasts.
- Filipe Botelho
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- James Ratzer
Zegona (Buy, £8.15, +10%) Bonds: Overweight FY and Q1 results: Operat...
In a new reporting twist, Zegona has reported its FY25 and Q1 26 numbers simultaneously. Financial results are broadly in line with guidance and we still see good share price upside from decent operating momentum and closing the fibre JV process leading to a cleaned up shareholder structure.
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
- Ben Rickett
- James Ratzer
- Russell Waller
- Felix Fischer
Europe HY Trade Book - May 2025 - Lucror Analytics
The Europe HY Trade Book for May 2025 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry. We also discuss the US tariff situation and key related impacts.
SCHP SECHE ENVIRONNEMENT
PFD PREMIER FOODS PLC
AMS AMS AG
CO CASINO GUICHARD-PERRACHON SA
VK VALLOUREC SA
TLW TULLOW OIL PLC
EO FAURECIA SA
105I SAPPI LIMITED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
LBTYA LIBERTY GLOBAL PLC CLASS A
CSTM CONSTELLIUM SE CLASS A
CCK CROWN HOLDINGS INC.
RXL REXEL SA
DBG DERICHEBOURG SA
725180 STADA ARZNEIMITTEL AG
NOKIA NOKIA OYJ
TNET TELENET GROUP HOLDING NV
TUI1 TUI AG
NEX NEXANS SA
VED VEDANTA RESOURCES PLC
VCP VICTORIA PLC
AF AIR FRANCE-KLM SA
BBD.B BOMBARDIER INC. CLASS B
SYNT SYNTHOMER PLC
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
TC1 TELE COLUMBUS AG
9984 SOFTBANK GROUP CORP.
103M SASOL LIMITED
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TALK TALKTALK TELECOM GROUP PLC
TATAMOTORS TATA MOTORS LIMITED
PL8 PLAYTECH PLC
ARW ARROW GLOBAL GROUP PLC
NEMAKA NEMAK S.A.B. DE C.V.
SPIE SPIE SA
CEXA CEMEX SAB DE CV (ADR)
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
CDR CODERE S.A.
GAME GAMENET GROUP SPA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
AXA AXACTOR SE
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
- Ben Rickett
- James Ratzer
- Russell Waller
EU TELCOS: What a recessionary scenario might look like
When the news of the Trump tariffs first hit the tapes, we didn’t write anything initially as a) we didn’t think we had much of value to add to the thousands of column inches already written on the topic, and b) the direct impact from the tariffs to the EU telecoms sector is minimal – resulting in relative outperformance for the group over the past few days.
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.