Deutsche Telekom AG: 1 director

A director at Deutsche Telekom AG sold 1,796 shares at 26.680EUR and the significance rating of the trade was 54/100. 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 clea...

European Telecoms for 2026 Industry action required for further outpe...

Over the past 3 years, the EU telecoms sector has had a great run – up >50%, despite modest underlying revenue/ EBITDA growth. This has almost entirely come from a deserved upwards re-rating in the multiple as the risk profile across the sector diminishes – which has been a key theme of ours in the past few years given improved regulation. So, we feel this has now largely played out.

Viscofan Sa: 1 director

A director at Viscofan Sa bought 360 shares at 52.700EUR and the significance rating of the trade was 52/100. 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 show...

INFORME DIARIO 04 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, CIE AUTOMOTIVE, NEINOR HOMES. EUROPA: LVMH. El Ibex roza nuevos máximos El selectivo español volvió a sobresalir en las bolsas europeas de la mano de Inditex, sumando así su séptima sesión consecutiva al alza. En el STOXX 600, Retail y R. Básicos fueron los sectores que mejor comportamiento relativo tuvieron, frente a los Financieros (Seguros y Bancos) que fueron los que más cayeron. Por el lado macro, en la Eurozona el PMI de servici...

Deutsche Glasfaser/ DT Our take on the refinancing story

The FT has published an article suggesting that EQT/ Omers are trying to unblock the Deutsche Glasfaser refinancing process with a new equity funding proposal and at the same time scale back the rollout plans.

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 11/25/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 25/11/2025

Viscofan : Further details on its Danville plant

INFORME DIARIO 25 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, IBERDROLA, TELEFÓNICA, VISCOFAN. El mercado coge aire Ligero rebote en las bolsas europeas, ante los progresos en las negociaciones de paz en Ucrania y las expectativas de bajadas de tipos para la próxima reunión de la Fed. En el STOXX 600, los mejores sectores fueron cíclicos como R. Básicos y Ocio mientras que Media y Hogar sufrieron las mayores correcciones. Por el lado macro, en Alemania el IFO de noviembre retrocedió de forma inespe...

IBERIAN DAILY 25 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: BANKINTER, IBERDROLA, TELEFÓNICA, VISCOFAN. Stock markets take a break European stock markets saw a slight rally amid progress in the peace negotiations in Ukraine and rate cut expectations in the Fed’s next meeting. In the STOXX 600, cyclicals sectors such as Basic Resources and Leisure were the best performers whereas Media and Household posted the biggest drop. On the macro side, in Germany November’s IFO fell unexpectedly, with drops in the expectations component. In Europe, v...

FWA is on the horizon It has the potential to be disruptive: Keep a v...

FWA has reached 38% penetration in Austria today, 13% in Italy, but is just 1-2% elsewhere in Europe. Furthermore, the EC has just made a major decision to dedicate a further 540MHz of spectrum to mobile carriers increasing their bandwidth by 60%.

AMD, CoreWeave, Autos & Semicap in 2026, and more, our Weekly wrap-up.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link.

Deutsche Telekom (Buy, €40, +46%) Three Key Points for Q3

In this note, we address DT’s Q3 results – and we focus on what we see as three key points of interest: 1) Given the new buyback, how does DT spend their €15bn of “surplus” capital? 2) What should we make of the new fibre messaging? 3) Where does DT go with its Nvidia relationship?

Deutsche Telekom : Guidance raised despite soft Q3 in Germany (as expe...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/13/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 13/11/2025

Coffee, Croissants & Credit/Deutsche Telekom, Grand City Properties

Telecom: Deutsche Telekom reports solid 3Q25 results. Real Estate: Grand City Properties 9M25: steady as she goes

DEUTSCHE TELEKOM: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: Ventas: 28.935 M euros (+1,5% vs +1,7% BS(e) y +1,2% consenso); EBITDA: 11.115 M euros (+0,2% vs +0,4% BS(e) y +0,2% consenso); BDI: 2.670 M euros (+14,3% vs +6,3% BS(e) y +6,1% consenso). Rdos. 9meses'25 vs 9meses'24: Ventas: 87.361 M euros (+3,0% vs +3,1% BS(e) y +2,9% consenso); EBITDA: 33.412 M euros (+3,2% vs +3,2% BS(e) y +3,2% consenso); BDI: 7.617 M euros (+8,0% vs +5,4% BS(e) y +5,3% consenso).

Deutsche Telekom : Guidance raised despite soft Q3 in Germany (as expe...

INFORME DIARIO 13 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T'25. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, SECTORIAL SOCIMIS. EUROPA: DEUTSCHE TELEKOM, SIEMENS, UNICREDIT. 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. 3T’25 que se publicarán en España y Europa en los próximos días. Fin al shutdown más largo de la historia Las bolsas europeas siguieron festejando el final del shutdown estadounidense, con ga...