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Deutsche Telekom AG: 1 director

A director at Deutsche Telekom AG sold 22,207 shares at 22.610EUR and the significance rating of the trade was 88/100. 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...

Research Department
  • Research Department

INFORME DIARIO 04 JUNIO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, TELEFÓNICA. EUROPA: AIRBUS, DEUTSCHE TELEKOM La renta fija deja espacio a la bolsa Los fuertes avances de las bolsas, apoyadas en la moderación en la rentabilidad de la deuda se vieron frenadas por el flojo dato de ISM manufacturero que abre la puerta a escenarios de estanflación en EE.UU. Dentro del STOXX 600, casi todos los sectores presentaron subidas (17/20) siendo los mejores Telecomunicaciones e Inmobiliario, mientras que Energía (f...

Ahmed Ben Salem
  • Ahmed Ben Salem

ODDO BHF Small & MIDCAP MORNING NEWS - 05/31/2024

Feintool is perfectly positioned to benefit from a brisker energy transition (75% of revenues in 2027 vs 40% in 2023) in both the automotive and industrial sectors. Growth appears to be limited over 2024, but the medium-term prospects look more attractive (2024-26 CAGR: +9%), buoyed by attractive operating leverage (EBIT margin: 6% by 2026 vs 3.5% in 2023) and growing cash generation (2026 FCF yield: 4%e. vs 2.5% in 2023). Based on our valuation methods, we obtained a target price of ...

Ahmed Ben Salem
  • Ahmed Ben Salem

ODDO BHF Small & MIDCAP MORNING NEWS - 31/05/2024

Feintool est aujourd’hui parfaitement positionné pour bénéficier de l’accélération de la transition énergétique (75% du CA 2027 vs 40% en 2023) autant sur le marché automobile que sur le secteur industriel. Si la croissance semble limitée sur 2024, la trajectoire à moyen terme est plus attractive (TMVA 2024-26 de +9%) accompagnée par un levier opérationnel intéressant (marge d’EBIT de 6% d’ici 2026 vs 3.5% en 2023) et une génération de cash en croissance (FCF yield 2026 de 4%e vs 2.5%...

Konrad Zomer ... (+2)
  • Konrad Zomer
  • Stephane Beyazian

ODDO : Recap on France: the market tightens once again

>The three main takeaways from Q1: Iliad at a peak, SFR at a trough, promotions return - In commercial terms, Iliad has gained 212,000 mobile contracts vs Bouygues Telecom 17,000, Orange 9,000 and SFR reported a historic loss of 487,000 customers. In the fixed Internet segment, Iliad gained 85,000 contracts vs Bouygues Telecom at 38,000, Orange -43,000 and SFR -77,000. Iliad and Bouygues Telecom continue to gain market share.In our view, the three main takeaways ...

Konrad Zomer ... (+2)
  • Konrad Zomer
  • Stephane Beyazian

ODDO : Recap France : le marché se durcit à nouveau

>Les 3 faits du T1 : Iliad au plus haut, SFR au plus bas, le retour des promotions - Commercialement, Iliad gagne 212 000 contrats mobile vs Bouygues Telecom 17 000, Orange 9 000 et SFR publie une perte historique de 487 000 clients. Sur l’internet fixe, Iliad a ajouté 85 000 clients vs Bouygues Telecom 38 000, Orange -43 000 et SFR -77 000. Iliad et Bouygues Telecom continuent à gagner des parts de marché.Les trois faits marquants du T1 2024 pour nous sont : 1/ ...

James Ratzer
  • James Ratzer

TELE COLUMBUS: CMD feedback - Credit still looks attractive with optio...

Tele Columbus’ CMD today helped to provide more insight into their longer-term plans and gave a few insights into Q1 trading as well.

James Ratzer
  • James Ratzer

DT vs. BT: 160% total return over 10 years. Which one? DT (Buy, €32, +...

It’s been a busy day and we have now wrapped on the BT full-year results meeting and the DT earnings call and share our key takeaways from the day on the similarities and differences between the two.

Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2024

We have tactically downgraded the energy sector from Overweight to Neutral (excl. oil services on which we are maintaining our Overweight rating) and dropped Shell Plc from our Large Caps list. The IEA report has accelerated the downswing for the energy sector, which could continue in the days ahead. June will be a better month to come back to the sector. - ...

Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Thomas Zlowodzki

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2024

Nous dégradons tactiquement à Neutre le secteur de l’énergie (hors Services Pétroliers sur lesquels nous conservons une opinion Surperformance) et faisons sortir Shell plc de notre liste Large Caps. Le rapport AIE a accéléré la baisse du secteur énergie, qui pourrait se poursuivre dans les jours qui viennent. Juin sera un meilleur mois pour revenir sur le secteur. - ...

Stephane Beyazian
  • Stephane Beyazian

Deutsche Telekom : Slow start for FCF in Q1 (+4%) but 2024 guidance co...

>EBITDAaL above (Europe), FCF below (WCR) - Q1 2024 revenues up 0.4% y-o-y at € 27.942bn (consensus € 27.993bn), with an increase of 2.9% for service revenues driven by TMUS (+2%) and Europe (+7%). Q1 EBITDAaL came in 5% higher at € 10.473bn (ahead of cons. of € 10.249bn) or +6% on a comparable basis. FCFaL up 3.6% at € 3.708bn (cons. € 3.879bn), with weaker growth driven by capex down by just 2% and a weaker WCR than expected. However, for 2024, the group confir...

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill
Stephane Beyazian
  • Stephane Beyazian

Deutsche Telekom : Démarrage lent des FCF au T1 (+4%) mais objectif 20...

>EBITDAaL au-dessus (Europe), FCF en-dessous (BFR) - CA du T1 2024 en hausse de 0,4% sur un an à 27 942 M€ (consensus 27 993 M€), dont une hausse de 2,9% sur le CA de services tiré par TMUS (+2%) et l'Europe (+7%). L’EBITDAaL du T1 ressort en hausse de 5% à 10 473 M€ (au-dessus du cons. de 10 249 M€) ou +6% à base comparable. Les FCFaL sont en hausse de 3,6% à 3 708 M€ (cons. 3 879 M€), en croissance plus faible en raison des investissements seulement en baisse de 2% ...

James Ratzer
  • James Ratzer

Deutsche Telekom (Buy, €32, +44%) Q1 24: Financial strength over KPI s...

Big picture: all guidance has been reiterated and domestic & European EBITDA has beaten expectations and the underlying dynamics in the German market are likely to remain strong.

Alvaro del Pozo
  • Alvaro del Pozo

DEUTSCHE TELEKOM: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'24 vs 1T'23: Ventas: 27.942 M euros (+0,4% vs -0,3% BS(e) y +0,6% consenso); EBITDA: 10.473 M euros (+5,1% vs +3,2% BS(e) y +2,9% consenso); BDI: 2.238 M euros (+14,2% vs -3,9% BS(e) y -4,2% consenso).

Research Department
  • Research Department

INFORME DIARIO 16 MAYO + RDOS. ESPAÑA 1T’24. PREVIEWS (ANÁLISIS BANCO ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAIXABANK, IAG, NATURGY, TELEFÓNICA. EUROPA: DEUTSCHE TELEKOM, ENI, SIEMENS. 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. 1T’24 que se publicarán en España y Europa en los próximos días. Las bolsas siguen de fiesta Nueva jornada de avances, con el Ibex liderando y consolidando má...

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill
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