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.

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

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

Munich Re : Pushing for growth in non-cyclical business lines and over...

INFORME DIARIO 11 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, INDRA, NATURGY. EUROPA: MUNICH RE. La FED cumple con el recorte de tipos Con el Ibex manteniéndose cerca de sus máximos las bolsas europeas continuaron una jornada más con cierta indefinición a la espera de catalizadores. En el STOXX 600, los mejores sectores fueron R. Básicos y Bancos mientras que Autos y Construcción (afectado por la rebaja de recomendación a Vinci por parte de una casa de análisis) fueron los que más cayeron. Por el lado m...

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.

IBERIAN DAILY 26 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, FERROVIAL, NEINOR, TELEFÓNICA. Stock markets remain confident that the Fed will end up cutting rates European stock markets rose, welcoming higher rate cut expectations in the Fed’s next meeting, especially after the weakness of the US data released yesterday. In the STOXX 600, Construction and Retail were the best performers whereas cyclicals sectors such as Technology and Energy posted the biggest drop. On the macro side, in the US September’s retail sa...

INFORME DIARIO 26 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, FERROVIAL, NEINOR HOMES, TELEFÓNICA. EUROPA: ENI, UNICREDIT. Confianza en que la Fed terminará bajando tipos Avances en las bolsas europeas, que siguen celebrando las mayores expectativas de bajadas de tipos para la próxima reunión de la Fed, especialmente después de la debilidad de los datos estadounidenses de hoy. En el STOXX 600, los mejores sectores fueron Construcción y Retail mientras que cíclicos como Tecnología y En...

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.

Credit Morning 11/17/2025

Jaguar Land Rover: Very weak Q2 2025/26 and disappointing new guidance|American Tower and EQT are reportedly weighing a bid on TDF (Bloomberg)|Cerba returns to positive EBITDA growth in Q3 and obtains a € 100m liquidity facility|

Morning Crédit 17/11/2025

Jaguar Land Rover : T2 2025/26 très faible et une nouvelle guidance décevante|American Tower et EQT envisageraient de faire une offre sur TDF (Bloomberg)|Cerba retrouve une croissance positive de l’EBITDA au T3 et obtient une ligne de liquidité de 100 m EUR|

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 17/11/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/17/2025

Allianz : Strong operating profit growth in Q3, FY guidance upgraded

Allianz : Forte croissance du RO au T3, guidance annuelle relevée

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/14/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 14/11/2025

ACCIONA/ACCIONA ENERGÍA: TRADING STATEMENT 3T'25 Y CAMBIO DE P.O. AL A...

Del Trading Statement 3T’25, destacamos los siguientes aspectos:  Energía (66% EV): La producción consolidada asciende a 17,85 TWh (