When the news of the Trump tariffs first hit the tapes, we didn’t write anything initially as a) we didn’t think we had much of value to add to the thousands of column inches already written on the topic, and b) the direct impact from the tariffs to the EU telecoms sector is minimal – resulting in relative outperformance for the group over the past few days.
As has been well documented, the German mobile market has been through a period of disruption in recent months. Therefore, we are encouraged by two steps forward – what seems to be a rational outcome on the spectrum extension, and a new tariff plan from DT that also appears to re-inject some much needed rationality into the market.
A director at Deutsche Telekom AG sold 20,000 shares at 34.402EUR and the significance rating of the trade was 100/100. 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 cl...
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