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.

TUI AG: 2 directors

Two Directors at TUI AG bought 6,125 shares at between 7.910EUR and 7.930EUR. 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 y...

TUI - Earnings Flash - FY 2024-25 Results - Lucror Analytics

TUI has reported solid FY 2024-25 numbers, with revenues growing c. 4% y-o-y and adjusted EBITDA rising c. 7%. This was driven by robust performances at Hotels & Resorts and Cruises, which offset poor results at Markets & Airlines. Cash-flow performance improved, helped by better earnings, a higher working-capital release and lower cash interest. Net leverage fell q-o-q and y-o-y to 0.6x.  We expect a solid FY 2025-26, backed by positive momentum in H1 for the Hotels & Resorts as well as Cru...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 12/11/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/12/2025

E.ON : Nouvelle régulation allemande : cadre globalement équitable, bo...

E.ON : New German regulations: generally fair framework, bonuses harde...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: evoke, Ineos, Ineos Quattro, Sammontana Italia, TUI, Fressnapf, David Lloyd Leisure

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: United Group, MasOrange, Allwyn (formerly Sazka), Borr Drilling, PeopleCert, Polynt, TUI, David Lloyd Leisure, Asmodee, Paprec Group, Fressnapf

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.

RWE AG: 1 director

A director at RWE AG bought 700 shares at 43.300EUR and the significance rating of the trade was 53/100. 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 showing C...

E.ON SE: 1 director

A director at E.ON SE bought 6,550 shares at 15.240EUR and the significance rating of the trade was 60/100. 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 showin...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/24/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 24/11/2025

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%.

Talanx AG : Volume growth and investment income drives earnings growth...

United Internet (Neutral, €30, +25%) / 1&1 (Sell, €13, -40%) Versatel ...

United Internet has announced that 1&1 will acquire its sister company Versatel at a €1.3bn valuation. While there is operational logic to this combination, the financial terms seem unfavourable for the 1&1 minorities, as we struggle to see a path to breakeven for Versatel.

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?