reports
- Felix Fischer
- Felix Fischer
Iran Conflict – Impact On Supply Chains And Our European Key Sector Co...
Following the attack on Iran by the US and Israel late last month which targeted key military sites and strategic infrastructure, as well as a retaliation by Iran, there have been structural shifts in the oil & gas and energy markets. In this report, we discuss the effects of these structural shifts, as well as the impact of the conflict on global supply chains and our coverage universe.
SCHP SECHE ENVIRONNEMENT
PFD PREMIER FOODS PLC
AMS AMS AG
ETL EUTELSAT COMMUNICATIONS 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
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
INLOT INTRALOT S.A. - INTEGRATED LOTTERY SYSTEMS & SERVICES
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
TC1 TELE COLUMBUS AG
7201 NISSAN MOTOR CO. LTD.
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.
CEXA CEMEX SAB DE CV (ADR)
PRAA PRA GROUP INC.
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
Talkspace to Participate in Upcoming Investor Conferences
Talkspace to Participate in Upcoming Investor Conferences NEW YORK, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Talkspace (Nasdaq: TALK), a leading behavioral healthcare company, today announced that members of senior management will participate in the following upcoming investor conferences: The TD Cowen 46th Annual Health Care Conference, being held in Boston, including 1x1 meetings with investors on Monday, March 2, 2026.The Mizuho Healthcare Technology Conference, being held virtually, including 1x1 meetings with investors on Thursday, March 5, 2026.The Barclays 28th Annual Global Healthcare C...
Talkspace Announces Fourth Quarter and Full Year 2025 Results
Talkspace Announces Fourth Quarter and Full Year 2025 Results 4Q 2025 total revenue grew 29% year-over-year to $63.0 million4Q 2025 net income of $4.8 million and adjusted EBITDA1 of $6.6 million Full-year 2025 total revenue grew 22% year-over-year to $228.9 millionFull-year 2025 net income of $7.8 millionFull-year 2025 adjusted EBITDA1 grew 127% year-over-year to $15.8 million NEW YORK, Feb. 19, 2026 (GLOBE NEWSWIRE) -- (“Talkspace” or the “Company”) (NASDAQ: TALK), today reported fourth quarter and full year 2025 financial results. Three Months EndedDecember 31, Year EndedDecember 3...
Talkspace to Report Fourth Quarter and Full Year 2025 Results and Host...
Talkspace to Report Fourth Quarter and Full Year 2025 Results and Host Conference Call NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Talkspace (Nasdaq: TALK), a leading behavioral healthcare company, today announced that it will release its fourth quarter and full year 2025 results on Thursday, February 19, 2026 before market open and host a conference call to review the results at 8:30am ET. Conference Call DetailsThe conference call will be available via audio webcast at / and can also be accessed by dialing (800) 225-9448 for U.S. participants, or (203) 518-9708 for international parti...
- James Ratzer
TalkTalk (Equal Weight) Post-Q3 model update: The customer growth vs....
Following the Q3 results yesterday, we have updated our forecasts to reflect weaker-than-expected subscriber trends in the quarter. While FY26 revenue guidance remains intact, the deterioration in customer volumes leads us to reduce our medium-term subscriber assumptions and, in turn, our longer-term revenue expectations. We assess the impact this has on value and the potential for higher future SAC spending.
- Felix Fischer
- Haidje Rustau
- Peter Low
- James Ratzer
TalkTalk (Equal Weight) Q3: Financial guidance intact, but customer v...
TalkTalk has reported Q3 results (ending Nov 2025) and will host an analyst call later this morning. Aside from the recent M&A speculation, the company’s operational performance remains challenged with subscriber trends weaker in the quarter, despite new advertising campaigns around the rebrand
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Si Yong Ng
- Trung Nguyen
- James Ratzer
TalkTalk (Equal weight) Up for sale again! Our take
Sky News is reporting that TalkTalk has begun contacting potential acquirers for its consumer (TTC) and wholesale (PXC) divisions. We also believe that this could also involve a sale of the whole business. We explore our latest thoughts on next steps.
Talkspace to Participate in the 44th Annual J.P. Morgan Healthcare Con...
Talkspace to Participate in the 44th Annual J.P. Morgan Healthcare Conference NEW YORK, Dec. 22, 2025 (GLOBE NEWSWIRE) -- Talkspace (Nasdaq: TALK), a leading behavioral healthcare company, today announced that Dr. Jon Cohen, Chief Executive Officer, and Ian Harris, Chief Financial Officer, will participate in the 44th Annual J.P. Morgan Healthcare Conference, being held in San Francisco, including a presentation at 7:30am PST on Thursday, January 15, 2026. A webcast link and related presentation materials will be available on Talkspace’s Investor Relations Website: . About Talkspace Ta...
Talkspace Releases Family Guide on Why Stress Spikes in December, and ...
Talkspace Releases Family Guide on Why Stress Spikes in December, and How to Break the Cycle Therapists say academic and holiday pressures exacerbate teens’ stress levels, and there are steps parents can take to help. New York, NY , Dec. 18, 2025 (GLOBE NEWSWIRE) -- has released a seasonal guide to help families understand why emotional stress tends to peak in December, especially among teens. The resource, informed by licensed mental health professionals, breaks down the unique stressors of the holiday season and academic calendar, and provides families with clear, therapist-backed st...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- James Ratzer
TalkTalk (Neutral) H1 review – New outlook, new model
TalkTalk’s H1 results show that customer momentum remains a challenge for them given the price competitive nature of the UK market which allow customers to switch with more ease than in the past. Working capital outflow has also been higher than expected.
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Si Yong Ng
- Tanvi Arora
Talkspace Announces Third Quarter 2025 Results
Talkspace Announces Third Quarter 2025 Results 3Q 2025 Total revenue grew 25% year-over-year to $59.4 million driven by 42% year-over-year growth in Payor revenue 3Q 2025 Net income of $3.3 million and adjusted EBITDA¹ of $5.0 million 3Q 2025 Share repurchases of $8.8 million NEW YORK, Oct. 30, 2025 (GLOBE NEWSWIRE) -- (“Talkspace” or the “Company”) (NASDAQ: TALK), today reported third quarter 2025 financial results. Three Months EndedSeptember 30, Nine Months EndedSeptember 30, 2025 2024 2025 2024 Unaudited Results % Variance from Prior Year Results % Variance from Prior Y...
- Felix Fischer
- Haidje Rustau
- Peter Low
- Si Yong Ng
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.