Deutsche Telekom AG: 1 director

A director at Deutsche Telekom AG sold 30,000 shares at 31.150EUR 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...

BEAD: West Virginia releases final proposal

What’s new: West Virginia released their final proposal last night. Among large broadband operators, Frontier was the big winner. Comcast continues to feature in the list of proposed providers. Fiber continues to be the preferred technology. In this short note, we discuss the proposal, compare the results with our estimates from Broadband Insights database, provide a quick summary of BEAD proposals so far, and discuss the implications for broadband companies.

Telecom Italia 2Q25 results/Cash generation disappoints, so far

Telecom Italia[e] reported good underlying results, however, we were disappointed by the results on a reported basis as well as by cash flow generation. Based on provided guidance, financials will improve. Nevertheless, we doubt Telecom Italia will be investment grade rated in the near future.

German FTTH Deep-Dive: It should be worth the wait Rational structure...

Growth in German broadband market volumes is slowing, but that isn’t the end of the world as we see ever-increasing evidence of a rational market structure evolving with fibre overbuild likely to be far lower than in most other markets. This should support a rational pricing outlook and de-risk the payback on high levels of FTTH capex per premise.

2Q25 Broadband Trends

What’s new: in this report we discuss one of the drivers of slower broadband growth – a rise in mobileonly households. While we do not have the data to support it, we discuss the reasons why we find it a plausible explanation for the slower industry growth. We also update our industry forecast and reprise our work on competitive positioning of the operators based on relative cNPS scores.

Vodafone Group: 1 director

A director at Vodafone Group sold after exercising options/sold 871,500 shares at 87p 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 t...

BEAD: Louisiana releases final proposal

Louisiana was the second state to release their final proposal at the end of last week. Virginia just beat Louisiana and was the first. Louisiana Local Fiber Consortium, which includes T-Mobile, was the big winner again. Surprisingly, Comcast was the only large Cable operator among the winners. The ILECs won less than we expected. Fiber continues to be the technology of choice for BEAD. In this short note, we discuss the proposal, compare the results with our estimates from Broadband Insights da...

Telecom Italia Spa: 2 directors

Two Directors at Telecom Italia Spa sold 1,241,280 shares at between 0.421EUR and 0.426EUR. The significance rating of the trade was 89/100. 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 ...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 08/07/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 07/08/2025

Deutsche Telekom (Buy, €40, +33%) Q2 25 - Solid financials, but broad...

DT’s Q2 financial results were in line with expectations and all guidance has been reiterated. However, now that all of the German operators have reported we can see that there are increasing signs of the broadband market in Germany slowing faster in Q2, albeit this is being offset by more encouraging pricing trends.

Deutsche Telekom : Q2 2025: Germany is still growing despite broadband...

Deutsche Telekom : Q2 2025: Germany is still growing despite broadband...

INFORME DIARIO 07 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: ALLIANZ, DEUTSCHE TELEKOM, SIEMENS. Europa ignora a Trump Las últimas amenazas de D. Trump a la Eurozona con más aranceles no tuvieron ningún efecto en el mercado, que prosiguió la racha alcista con la que arrancó la semana y empujó al Ibex nuevamente a máximos de 2008. Así, en el STOXX 600 Energía e Inmobiliario fueron los sectores que más subieron frente a Farma y Tecnología que fueron los que más cayeron. Por el lado macro, en la Eurozona las ven...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Telecom Italia, Iceland Foods, Nomad Foods (Iglo), Asmodee, Encore Capital (formerly Cabot)

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 06/08/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 08/06/2025

Telecom Italia : Q2 2025: cost savings in H1, price hikes in H2

Telecom Italia : Q2 2025: cost savings in H1, price hikes in H2

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: SIG plc, Sappi, Multiversity, Almaviva, Engineering Group, Telecom Italia, Synthomer, TK Elevator, Encore Capital (formerly Cabot), Ardagh