reports
- Konrad Zomer
LR LEGRAND
REL RELX PLC
FP TOTAL SE
HEIA HEINEKEN NV
IPN IPSEN SA
TKA THYSSENKRUPP AG
UBSN UBS GROUP AG
CBK COMMERZBANK AG
DAI DAIMLER AG
RXL REXEL SA
SCMN SWISSCOM AG
FHZN FLUGHAFEN ZURICH AG
EL ESSILORLUXOTTICA SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
MOCORP METSO OUTOTEC OYJ
STR STRABAG SE
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
H2O HIDROELECTRICA S.A.
CVC CVC CAPITAL PARTNERS PLC
TKMS TKMS AG & CO. KGAA
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
ULVR UNILEVER PLC
- Konrad Zomer
LR LEGRAND
REL RELX PLC
FP TOTAL SE
HEIA HEINEKEN NV
IPN IPSEN SA
TKA THYSSENKRUPP AG
UBSN UBS GROUP AG
CBK COMMERZBANK AG
DAI DAIMLER AG
RXL REXEL SA
SCMN SWISSCOM AG
FHZN FLUGHAFEN ZURICH AG
EL ESSILORLUXOTTICA SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
MOCORP METSO OUTOTEC OYJ
STR STRABAG SE
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
H2O HIDROELECTRICA S.A.
CVC CVC CAPITAL PARTNERS PLC
TKMS TKMS AG & CO. KGAA
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
ULVR UNILEVER PLC
- Research Department
INFORME DIARIO 12 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: AB INBEV, AHOLD DELHAIZE, ASML, DEUTSCHE TELEKOM, ESSILORLUXOTTICA, MERCEDES BENZ GROUP, SANOFI. 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. 4T’25 que se publicarán en España y Europa en los próximos días. El dato de empleo en EE.UU. agita los mercados Jornada de más a menos en las bolsas europeas, que ...
- Stephane Beyazian
- Stephane Beyazian
- James Ratzer
Deutsche Telekom (Buy, €44, +44%) TMUS stake to rise faster than expec...
TMUS has provided new guidance out to 2027 – and DT has also said it won’t participate in the TMUS buyback in 2026 and might look at additional options to increase its stake even further. We therefore run through the implications for this and what further headroom DT might have.
- Chris Hoare
Kyivstar (Buy, TP: $18.5) VEON (Buy, TP: $100) [Sponsored Research] K...
Kyivstar (VEON’s Ukrainian business ) has announced the acquisition of another digital healthcare related asset in Ukraine, called Tabletki.UA. This seems another sensible deal, at a good price, leveraging Kyivstar & VEON’s digital ecosystem and like previous acquisitions such as Helsi and Uklon is likely to see accelerating growth and improved returns once within the VEON stable.
VEON’s Kyivstar Expands Digital Healthcare Services in Ukraine with Ta...
VEON’s Kyivstar Expands Digital Healthcare Services in Ukraine with Tabletki.ua Acquisition Dubai, Kyiv and New York, February 10, 2026 – VEON Ltd. (Nasdaq: VEON) (“VEON”), a global digital operator, announces that today its subsidiary Kyivstar Group Ltd. (“Kyivstar”) (Nasdaq: KYIV; KYIVW) signed a definitive agreement and completed the transaction to acquire 100% of Tabletki.ua for USD 160 million, payable in Ukrainian hryvna in Ukraine. Tabletki.ua is one of Ukraine’s most widely used digital platforms for finding, comparing and reserving medicines and other products available at Ukrainia...
VEON and JazzWorld Launch “Invest in Pakistan, NOW!” Inviting Interna...
VEON and JazzWorld Launch “Invest in Pakistan, NOW!” Inviting International Investors to Participate in Pakistan’s Growth Dubai, New York and Islamabad, 8 February 2026: VEON Ltd. (Nasdaq: VEON), a global digital operator (“VEON” or the “Group”), today announced the launching of its “Invest in Pakistan, NOW!” initiative in partnership with JazzWorld, VEON’s services company in Pakistan, during World Governments Summit in Dubai, UAE. “Invest in Pakistan, NOW!” invites international investors to take a fresh look at Pakistan as the country’s economic fundamentals strengthen, and long-term gr...
- Benoit Valleaux
- Steven Gould
AKE ARKEMA
INFINEON INFINEON TECHNOLOGIES AG
EQNR EQUINOR ASA
BT.A BT GROUP PLC
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
DEMANT DEMANT A/S
RHM RHEINMETALL AG
CPG COMPASS GROUP PLC
LXS LANXESS AG
DSV DSV PANALPINA A/S
RAND RANDSTAD NV
SDF K+S AG
BAS BASF SE
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
RAA RATIONAL AG
LPP LPP S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SPSN SWISS PRIME SITE AG
EVK EVONIK INDUSTRIES AG
ASSA B ASSA ABLOY AB CLASS B
SAN BANCO SANTANDER S.A.
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VOD VODAFONE GROUP PLC
SHL SIEMENS HEALTHINEERS AG
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
FPE3 FUCHS PETROLUB SE
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
DSFIR KONINKLIJKE DSM N.V.
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
VIRI VIRIDIEN
QGEN QIAGEN N.V.
AAL ANGLO AMERICAN PLC
- Stephane Beyazian
- Benoit Valleaux
- Steven Gould
AKE ARKEMA
INFINEON INFINEON TECHNOLOGIES AG
EQNR EQUINOR ASA
BT.A BT GROUP PLC
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
SLB.N SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
DEMANT DEMANT A/S
RHM RHEINMETALL AG
CPG COMPASS GROUP PLC
LXS LANXESS AG
DSV DSV PANALPINA A/S
RAND RANDSTAD NV
SDF K+S AG
BAS BASF SE
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
RAA RATIONAL AG
LPP LPP S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SPSN SWISS PRIME SITE AG
EVK EVONIK INDUSTRIES AG
ASSA B ASSA ABLOY AB CLASS B
SAN BANCO SANTANDER S.A.
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VOD VODAFONE GROUP PLC
SHL SIEMENS HEALTHINEERS AG
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
VWS VESTAS WIND SYSTEMS
UMG UNIVERSAL MUSIC GROUP NV
FPE3 FUCHS PETROLUB SE
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
DSFIR KONINKLIJKE DSM N.V.
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
VIRI VIRIDIEN
QGEN QIAGEN N.V.
- Stephane Beyazian
- Stephane Beyazian
- Stephane Beyazian
VEON Welcomes Expanded Kyivstar Free Float After the Successful Kyivst...
VEON Welcomes Expanded Kyivstar Free Float After the Successful Kyivstar Secondary Offering Dubai and New York, February 3, 2026 -- VEON Ltd. (Nasdaq: VEON), a global digital operator (“VEON”), notes that Kyivstar Group Ltd. (Nasdaq: KYIV; KYIVW), Ukraine’s leading digital operator (“Kyivstar”), is pleased to announce the closing of a secondary public offering of 14,375,000 common shares of Kyivstar (the “Offering”), at a public offering price of USD 10.50 per share. The Offering, which was over-subscribed by 5 times, was closed on February 2, 2026, and included Kyivstar shares held by VEON...
- Chris Hoare
Global EM Telcos & Towers – Strong start – NSR GEM Top-10 February ‘26...
Our portfolio of Top Picks has started 2026 strongly, up 6% ytd already. This month we make no changes to our top picks. This note also includes key news & other thoughts, to try to help investors generate alpha within the EM Telco space.
VEON Partners with MindBridge to Enhance Financial Analytics, Audit an...
VEON Partners with MindBridge to Enhance Financial Analytics, Audit and Internal Controls with Augmented Intelligence Capabilities Dubai and Ottawa, January 30, 2026: VEON Ltd. (NASDAQ: VEON), a global digital operator, and MindBridge, the leader in AI-powered financial intelligence, today announced a strategic collaboration to deploy artificial intelligence-powered analytics tools across VEON’s global operations. Under the collaboration, MindBridge will support VEON’s operating companies in finance, internal controls and internal audit with solutions that create standardized, scalable an...
- Chris Hoare
VEON (Buy, TP: $100, +79%) VEON & Kyivstar – Guidance upgrade and sec...
Kyivstar upgraded their guidance for FY25 ahead of earnings in March and also announced a secondary offering. This dilutes VEON's stake in Kyivstar to ~84% from ~90%, but has a negligible effect on our sum of the parts valuation. We think VEON and Kyivstar are likely to re-rate due to their digital exposure with VEON being one of our GEM Top Picks.
Kyivstar Announces Pricing of Secondary Offering of Common Shares Held...
Kyivstar Announces Pricing of Secondary Offering of Common Shares Held by VEON NEW YORK, New York, January 29, 2026 -- VEON Ltd. (Nasdaq: VEON), a global digital operator (“VEON” or, together with its subsidiaries, the “VEON Group”) notes that Kyivstar Group Ltd. (Nasdaq: KYIV; KYIVW) (“Kyivstar” or the “Company”), Ukraine’s leading digital operator, today announced the pricing of the public offering of 12,100,000 common shares held by VEON Amsterdam B.V., the principal shareholder of the Company, and 400,000 common shares held by certain other selling shareholders (collectively, the “Selli...
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