reports
- Jan Frederik Slijkerman
TMT hybrids offer good value/Look for quality in the belly of the curv...
In this report we evaluate spreads in the TMT hybrids space. As the credit space still looks relatively well bid, TMT hybrid yields offer an attractive opportunity with yields above 3.5%. Higher quality TMT hybrids or lower duration TMT hybrids look most attractive from a relative value standpoint, such as the Telia, Orange and KPN hybrids. The risk/return perspective of the Infineon hybrid note looks unattractive.
Leonardo S.p.A.: 1 director
A director at Leonardo S.p.A. sold 17,000 shares at 27.000EUR and the significance rating of the trade was 84/100. 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...
- Pierre François Merveille
Orange : Feedback 6th TMT Credit Days – 18 & 19 March 2025
On 18 & 19 March, we organized our 6th TMT credit days with nine issuers in the telecoms, media and technology sectors: Banijay Entertainment, MasOrange, Nexi, Orange, OVHcloud, SES, SoftBank Group, Telecom Italia and Worldline. 110 credit investors registered to the event. This document summarizes our feedback of the virtual meetings by issuer. If you have participated to the meetings, we thank you very much for filling in the questionnaires (links on page 2). Please don’t take this reminder in...
- Pierre François Merveille
Orange : Feedback 6th TMT Credit Days – 18 & 19 March 2025
On 18 & 19 March, we organized our 6th TMT credit days with nine issuers in the telecoms, media and technology sectors: Banijay Entertainment, MasOrange, Nexi, Orange, OVHcloud, SES, SoftBank Group, Telecom Italia and Worldline. 110 credit investors registered to the event. This document summarizes our feedback of the virtual meetings by issuer. If you have participated to the meetings, we thank you very much for filling in the questionnaires (links on page 2). Please don’t take this reminder in...
- Christophe-Raphaël Ganet
- Konrad Zomer
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SW SODEXO SA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
WKL WOLTERS KLUWER NV
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
RWE RWE AG
AIR AIRBUS SE
VER VERBUND AG CLASS A
ERA ERAMET SA
01913 PRADA S.P.A.
NDA AURUBIS AG
NEM NEMETSCHEK SE
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HLAG HAPAG-LLOYD AG
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
CVC CVC CAPITAL PARTNERS PLC
- Olfa Taamallah
- Yan Derocles
- Olfa Taamallah
- Yan Derocles
- Carole Braudeau
- Carole Braudeau
SES Update on Annual General Meeting Agenda
LUXEMBOURG--(BUSINESS WIRE)-- SES S.A. (“SES” or the “Company”) today issued the following statements in relation to the Company’s upcoming Annual General Meeting (“AGM”), taking place on 3 April 2025: Proposed Additions to SES’s Board of Directors The Company is pleased to propose the addition of two new members, Ellen Lord and John Shaw, to its Board of Directors. Ellen Lord is the former Under Secretary of Defense for Acquisition and Sustainment of the United States Department of Defense and has board experience with listed and non-listed companies, including Voyager Space Holdings Inc....
Airbus SE: 2 directors
Two Directors at Airbus SE bought/sold 555 shares at between 170.120EUR and 173.250EUR. The significance rating of the trade was 55/100. 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 ...
Türksat to Leverage Capacity on Eutelsat’s KONNECT VHTS Satellite for ...
PARIS--(BUSINESS WIRE)-- Regulatory News: Eutelsat Group (ISIN: FR0010221234 - Euronext Paris / London Stock Exchange: ETL) and Türksat announce a new multi-million-dollar, multi-year agreement between for Ka band services on Eutelsat’s KONNECT VHTS satellite. Under the agreement, Türksat will leverage multiple beams over Europe to provide services to airlines. Türksat is one of the world's leading satellite operators, delivering multiple satellite connectivity solutions over its own fleet, as well as third party satellites. KONNECT VHTS entered into service in October 2023 to address the E...
Türksat s'appuiera sur le satellite EUTELSAT KONNECT VHTS pour le dépl...
PARIS--(BUSINESS WIRE)-- Regulatory News: Eutelsat Group (ISIN : FR0010221234 - Euronext Paris / London Stock Exchange : ETL) vient de signer avec Türksat un nouvel accord pluriannuel portant sur plusieurs millions de dollars, en vue de la fourniture de capacités en bande Ka à bord du satellite EUTELSAT KONNECT VHTS. L'accord permettra à Türksat d'exploiter plusieurs faisceaux desservant l'Europe en vue de répondre à la demande des compagnies aériennes en matière de services de connectivité en vol. Opérateur de satellites d'envergure mondiale, Türksat propose un large éventail de solutions d...
- Emna Ben Bdira
- Maxime Kogge
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
WPP WPP PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ITX INDUSTRIA DE DISENO TEXTIL S.A.
BNR BRENNTAG SE
RIO RIO TINTO PLC
LDO LEONARDO SPA
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
BIM BIOMERIEUX SA
TKWY JUST EAT TAKEAWAY.COM N.V.
AMAG AMAG AUSTRIA METALL AG
PRX PROSUS N.V. CLASS N
SYENS SYENSQO
HAVAS HAVAS N.V
- Emna Ben Bdira
- Maxime Kogge
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
WPP WPP PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ITX INDUSTRIA DE DISENO TEXTIL S.A.
BNR BRENNTAG SE
RIO RIO TINTO PLC
LDO LEONARDO SPA
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
BIM BIOMERIEUX SA
TKWY JUST EAT TAKEAWAY.COM N.V.
AMAG AMAG AUSTRIA METALL AG
PRX PROSUS N.V. CLASS N
SYENS SYENSQO
HAVAS HAVAS N.V
- Olfa Taamallah
- Yan Derocles
- Olfa Taamallah
- Yan Derocles
- Olfa Taamallah
- Yan Derocles
- Olfa Taamallah
- Yan Derocles
- Carole Braudeau
REL RELX PLC
PUB PUBLICIS GROUPE SA
UBI UBISOFT ENTERTAINMENT SA
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
MT ARCELORMITTAL SA
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
MMB LAGARDERE SCA
DEC JCDECAUX SA
NOKIA NOKIA OYJ
TNET TELENET GROUP HOLDING NV
VIV VIVENDI SE
TEP TELEPERFORMANCE SE
WKL WOLTERS KLUWER NV
WPP WPP PLC
SOI SOITEC SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
WLN WORLDLINE SA
IDR INDRA SISTEMAS S.A. CLASS A
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
TEF TELEFONICA SA
HFG HELLOFRESH SE
NEXI NEXI S.P.A.
OVH OVH GROUPE
FORSE FORSEE POWER SA
VIRI VIRIDIEN
LOCAL SOLOCAL GROUP
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