View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
James Ratzer
  • James Ratzer
EUR 9599.00
LBTYA Liberty Global ...

Liberty Global (Neutral, $14, +14%) Post-Sunrise spin review: New tar...

The Sunrise spin has now been completed. In our Q3 results note, we set out our preliminary views on how Liberty post-Sunrise spin could look.

LBTYA LIBERTY GLOBAL PLC CLASS A
11/15/24 November 15, 2024 1 EN
Haidje Rustau
  • Haidje Rustau
Free Trial
LBTYA Liberty Global ...

Liberty Global - Earnings Flash - Q3 FY 2024 Results - Lucror Analytic...

Liberty Global (LG) has reported its consolidated Q3/24 results and held an earnings call. The Q3 revenue figures were in line with our expectations, while EBITDA exceeded our forecasts. Top-line pressures continued, but cash-flow development was solid overall and liquidity remained very strong. We expect the group to continue using large share buybacks as a means to return cash to shareholders.

LBTYA LIBERTY GLOBAL PLC CLASS A
10/31/24 October 31, 2024 1 EN
Felix Fischer ... (+6)
  • Felix Fischer
  • Haidje Rustau
  • Ian Wong
  • Jayanth Kandalam
  • Peter Low
  • Tanvi Arora
Free Trial
LBTYA Liberty Global ...
RXL REXEL SA ... (+7)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Lottomatica (formerly Gamenet), Rexel, Nexans, Liberty Global, Sunrise, Aston Martin, Techem, Synlab, evoke (formerly 888 Holdings), Boparan, Borr Drilling, PureGym

LBTYA LIBERTY GLOBAL PLC CLASS A
RXL REXEL SA
NEX NEXANS SA
888 888 HOLDINGS PLC
GAME GAMENET GROUP SPA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
BORR BORR DRILLING LTD
10/31/24 October 31, 2024 1 EN
Felix Fischer ... (+6)
  • Felix Fischer
  • Haidje Rustau
  • Ian Wong
  • Jayanth Kandalam
  • Peter Low
  • Tanvi Arora
Free Trial
LBTYA Liberty Global ...
NEX NEXANS SA ... (+5)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Liberty Global, SPIE, Nexans, Techem, McLaren, Axactor, CABB, Codere, Takko

LBTYA LIBERTY GLOBAL PLC CLASS A
NEX NEXANS SA
SPIE SPIE SA
CDR CODERE S.A.
AXA AXACTOR SE
10/30/24 October 30, 2024 1 EN
Felix Fischer ... (+6)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora
Free Trial
LBTYA Liberty Global ...
PL8 PLAYTECH PLC ... (+4)

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Techem, CEMEX, Liberty Global, Aston Martin, Playtech, Ineos Quattro, Boparan, OPmobility (formerly Plastic Omnium)

LBTYA LIBERTY GLOBAL PLC CLASS A
PL8 PLAYTECH PLC
CEXA CEMEX SAB DE CV (ADR)
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
10/29/24 October 29, 2024 1 EN
James Ratzer
  • James Ratzer
EUR 9599.00
LBTYA Liberty Global ...
VMED VIRGIN MEDIA ... (+3)

Virgin Media O2: Deeper dive on the disappointing outlook Liberty Glo...

After the initial results out from Liberty Global last night, we get more detailed results this morning from VMO2, so we are able to further analyse the disappointing guidance given for VMO2 which implies a higher cost base than previously expected to support the current revenue trajectory. In this note, we dive deeper into the implications of this and what it means for Liberty Global and Telefonica.

LBTYA LIBERTY GLOBAL PLC CLASS A
VMED VIRGIN MEDIA
1475034Z TELEFONICA UK LTD
02/16/24 February 16, 2024 1 EN
LBTYA LIBERTY GLOBAL PLC CLASS A
08/30/23 August 30, 2023 1 EN
LBTYA LIBERTY GLOBAL PLC CLASS A
06/12/23 June 12, 2023 1 EN
EUR 239.98
LBTYA Liberty Global ...

Liberty Global plc: Update to credit analysis - Large cash balance mit...

Our credit view of Liberty Global plc reflects its good market position in the geographies where it operates, but also its high leverage and structural complexity.

LBTYA LIBERTY GLOBAL PLC CLASS A
04/06/23 April 6, 2023 1 EN
EUR 191.98
LBTYA Liberty Global ...
TNET Telenet Group H...

Liberty Global plc: Proposed offer to take Telenet private does not ha...

The transaction will raise modestly Liberty Global's Moody's-adjusted leverage but it will reduce the structural complexity of the group to some extent.

LBTYA LIBERTY GLOBAL PLC CLASS A
TNET TELENET GROUP HOLDING NV
03/23/23 March 23, 2023 1 EN
LBTYA LIBERTY GLOBAL PLC CLASS A
03/22/23 March 22, 2023 1 EN
Ben Rickett ... (+2)
  • Ben Rickett
  • James Ratzer
EUR 9599.00
LBTYA Liberty Global ...
TEF TELEFONICA SA ... (+5)

LibertyGlobal/ VMO2 to acquire Cityfibre? Our take.

It is being reported that VirginMedia-O2 is exploring a takeover of Cityfibre with a potential price of £3bn being mentioned.

LBTYA LIBERTY GLOBAL PLC CLASS A
TEF TELEFONICA SA
VOD LN VODAFONE GROUP
BT BRITISH TELECOM
TALK TALKSPACE INC
03/19/23 March 19, 2023 1 EN
James Ratzer
  • James Ratzer
EUR 9599.00
LBTYA Liberty Global ...
VOD LN VODAFONE GROUP

LIBERTY GLOBAL (BUY): Q4 22 - Strong FCF guide supported by VMO2

The headline grabbing figure is the strong 2023 FCF guide of $1.6bn, ahead of our estimate of $1.4bn – and well ahead of consensus at $1.15bn

LBTYA LIBERTY GLOBAL PLC CLASS A
VOD LN VODAFONE GROUP
02/23/23 February 23, 2023 1 EN
James Ratzer
  • James Ratzer
EUR 9599.00
LBTYA Liberty Global ...
VOD LN VODAFONE GROUP

LIBERTY GLOBAL: Stake in Vodafone announced - our take

Following Etisalat and Xavier Niel, Liberty Global has announced that it is the latest corporate interested in Vodafone, deciding to take a 4.92% stake. In this short note, we review our thoughts and the implications from this.

LBTYA LIBERTY GLOBAL PLC CLASS A
VOD LN VODAFONE GROUP
02/13/23 February 13, 2023 1 EN
James Ratzer
  • James Ratzer
EUR 9599.00
LBTYA Liberty Global ...

Liberty Global (Buy, $32, +52%) Looking ahead to Q4 and 2023 guidance

Liberty Global is due to report results on the evening of 22 February and we look ahead to what could be expected for Q4 and likely guidance

LBTYA LIBERTY GLOBAL PLC CLASS A
01/17/23 January 17, 2023 1 EN
LBTYA LIBERTY GLOBAL PLC CLASS A
12/05/22 December 5, 2022 1 EN
Ben Rickett ... (+2)
  • Ben Rickett
  • James Ratzer
EUR 9599.00
LBTYA Liberty Global ...
LBTYK Liberty Global ... ... (+3)

New Street: Liberty Global (Buy, $33, +96%) Q3 22 - The Rise of a Mobi...

Liberty Global has reiterated all guidance and Q3 estimates were slightly ahead of expectations.

LBTYA LIBERTY GLOBAL PLC CLASS A
LBTYK LIBERTY GLOBAL PLC CLASS C
LBTYB LIBERTY GLOBAL PLC CL B
11/02/22 November 2, 2022 1 EN
James Ratzer
  • James Ratzer
EUR 9599.00
LBTYA Liberty Global ...
LBTYK Liberty Global ... ... (+3)

New Street: Liberty Global (Buy, $33, +100%) Q3 lookahead: Extra buyb...

Looking ahead to Liberty Global’s Q3 results, we don’t expect any major operational surprises, but we think the bigger surprise could be the completion of the extra $400m buyback already, and a further increase in the buyback which could reach as high as 16% of share capital for 2022.

LBTYA LIBERTY GLOBAL PLC CLASS A
LBTYK LIBERTY GLOBAL PLC CLASS C
LBTYB LIBERTY GLOBAL PLC CL B
10/03/22 October 3, 2022 1 EN
LBTYA LIBERTY GLOBAL PLC CLASS A
09/12/22 September 12, 2022 1 EN
James Ratzer
  • James Ratzer
EUR 9599.00
LBTYA Liberty Global ...
BT BRITISH TELECOM ... (+3)

New Street: New Liberty/ TEF FTTH JV announced. Our take. BT (Buy, 27...

Liberty Global and Telefonica have formalized their new FTTH JV in the UK to cover up to 7m homes. We run through our thoughts from this announcement for both companies and for BT.

LBTYA LIBERTY GLOBAL PLC CLASS A
BT BRITISH TELECOM
1475034Z TELEFONICA UK LTD
07/29/22 July 29, 2022 1 EN
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch