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Moody's Ratings affirms HSBC Holdings plc' A3 senior unsecured debt ra...

Moody's Ratings (Moody's) today affirmed HSBC Holdings plc (HSBCH)'s A3 Senior Unsecured debt ratings, maintaining a stable outlook. We also affirmed the a3 Baseline Credit Assessment (BCA) and Adjusted BCA, the (P)A3 Senior Unsecured Shelf, the (P)A3 Senior Unsecured MTN ratings, the Baa1 Subordi...

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/HSBC Hang Seng transaction, Lloyds motor finance costs

HSBC plans to take full ownership of Hang Seng Bank. Motor insurance to bring yet another hit to Lloyds

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/HSBC Hang Seng transaction, Lloyds motor finance costs

HSBC plans to take full ownership of Hang Seng Bank Motor insurance to bring yet another hit to Lloyds

 PRESS RELEASE

Crown Castle Announces Third Quarter 2025 Earnings Conference Call Det...

Crown Castle Announces Third Quarter 2025 Earnings Conference Call Details    HOUSTON, Oct. 08, 2025 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") plans to release its third quarter 2025 results on Wednesday, October 22, 2025, after the market closes. In conjunction with the release, Crown Castle has scheduled a conference call for Wednesday, October 22, 2025, at 4:30 p.m. eastern time. A listen only live audio webcast of the conference call, along with any supplemental materials, can be accessed on the Crown Castle website at . Participants may join the conference c...

Chris Hoare
  • Chris Hoare

Global EM Telcos Why are governments allowing mobile price hikes?

We note EM Governments & regulators appear to have become much more relaxed about mobile ARPU growing above inflation relative to the recent past. Why is this? This note gives one possible explanation.

Chris Hoare
  • Chris Hoare

Global EM Telcos & Towers First down month, AMX into the Top-10 for T...

After 8 extremely strong months, September bucked the trend. 6 of our Top Picks saw profit taking with only Airtel Africa, Millicom, Telefonica Brasil and LILAC posting positive returns. This note also includes key news & other thoughts, to try to help investors generate alpha within the EM Telco space. Having strongly outperformed we switch out Millicom for AMX which we now see as a cheaper, lower risk, way to play Latin American telcos.

Chris Hoare
  • Chris Hoare

Global EM Telcos Why are governments allowing mobile price hikes?

We note EM Governments & regulators appear to have become much more relaxed about mobile ARPU growing above inflation relative to the recent past. Why is this? This note gives one possible explanation.

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/American Tower, CTP

Telecom: American Tower may look to acquire TDF Infrastructure; Real Estate: CTP ratings upgraded to BBB by S&P

Moody's Ratings assigns Baa3 rating to Vodafone's new hybrid notes due...

Moody's Ratings (Moody's) has today assigned a Baa3 rating to the two EUR-denominated hybrid securities both with maturity in 2055 to be issued by Vodafone Group Plc (Vodafone or the company). The outlook is unchanged at stable. RATINGS RATIONALE The Baa3 rating assigned to the new hybrids is on...

 PRESS RELEASE

Crown Castle to Present at the 2025 RBC Capital Markets Global Communi...

Crown Castle to Present at the 2025 RBC Capital Markets Global Communications Infrastructure Conference HOUSTON, Sept. 05, 2025 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") announced today that Sunit Patel, Crown Castle’s Executive Vice President and Chief Financial Officer is scheduled to present on Wednesday, September 17, 2025 at 9:30 a.m. Eastern Time at the 2025 RBC Capital Markets Global Communications Infrastructure Conference. The presentation will be broadcast live over the Internet and is expected to last approximately 20 minutes. The live audio webcast lin...

Chris Hoare
  • Chris Hoare

Global EM Telcos & Towers Continuing strong: NSR GEM Top-10 September...

August was a rather eventful month for two of top picks as LILAC announced the Puerto Rican asset separation and Kyivstar, the Ukraine arm of VEON, successfully listed on the NASDAQ (see our initiation HERE). All of our top picks performed well again. This note also includes key news & other thoughts, to try to help investors generate alpha within the EM Telco space. We make our first change to the list, swapping TIM Brasil for Telefonica Brasil.

Chris Hoare
  • Chris Hoare

GEM/Japan Telcos Starlink – What impact might it have in Global EM, J...

Following on from the recent report by our European colleagues on the potential impact Starlink is likely to have on broadband in Europe, we look at markets outside of Europe: EM, Japan, Singapore and Australia.

 PRESS RELEASE

Crown Castle to Present at the Goldman Sachs 2025 Communacopia & Techn...

Crown Castle to Present at the Goldman Sachs 2025 Communacopia & Technology Conference HOUSTON, Aug. 28, 2025 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") announced today that Sunit Patel, Crown Castle’s Executive Vice President and Chief Financial Officer is scheduled to present on Thursday, September 11, 2025 at 12:30 p.m. Eastern Time at the Goldman Sachs 2025 Communacopia & Technology Conference. The presentation will be broadcast live over the Internet and is expected to last approximately 40 minutes. The live audio webcast link and presentation for the conferen...

Vodafone Group: 1 director

A director at Vodafone Group sold after exercising options/sold 871,500 shares at 87p 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 t...

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