reports
- Jonathan Chaplin
Fiber to the Future – Broadband Trends; Infrastructure Wars; New ILEC ...
We just wrapped up the second day of the BCG and NSR Fiber to the Future Conference. The second day featured discussions with over 30 companies including Altice USA, AT&T, BT Group, Charter, Dycom, Deutsche Telekom, Frontier, Goldman Sachs, Liberty Global, Lumen, Recon Analytics, Shentel, TDS Telecom, Tillman Global, Tucows, and Verizon.
BT Group: 2 directors
Two Directors at BT Group bought 404,700 shares at 107p. 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 clearly showing...
- Jan Frederik Slijkerman
TMT Picks & Pans/February 2024 update
Despite market moves and company developments our picks and pans for TMT remain unchanged. When evaluating the investment grade credit space, we still think pockets of value can be found. In this note we highlight some attractive opportunities to go long in names that we have published on before. In combination with our short ideas, this provides an interesting perspective on the current relative value of some TMT names.
- Diederik Stadig
- Jan Frederik Slijkerman
Telecoms Outlook 2024: Stepping into the future
2024 will be the year of the smart home, the acceleration of Europe's fibre rollout, transformative M&A and opportunities around 5G and cyber security. New regulation improves the playing field between telecom and tech firms while declining energy prices are a tailwind for the sector
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- MarketLine Department
Currys plc - Strategy, SWOT and Corporate Finance Report
Summary Currys plc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Currys plc (Currys), formerly Dixons Carphone plc, is a multi- channel electrical and telecommunications retailer of electronic products and smart phones under Kotsovolos, Currys and Elkjop brand n...
- MarketLine Department
Dixons Carphone plc - Mergers & Acquisitions (M&A), Partnerships & All...
Summary MarketLine's Dixons Carphone plc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Dixons Carphone plc - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. MarketLine's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investm...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
Coffee, Croissants & Credit/Telenor, Infineon, BT, Telecom Italia
Telecom; Telenor reports good FY22 results. Infineon reports solid 1Q23 results and raises the FY23 margin expectation somewhat. BT reports mixed 3Q23 financial results. Telecom Italia receives a non-binding offer for its fixed-network assets
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
- Egor Fedorov
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Marina Le Blanc
- Maureen Schuller
- Nadège Tillier
- Oleksiy Soroka
- CFA
- Suvi Platerink Kosonen
- Timothy Rahill
Credit Outlook: Our 23 calls for 2023/A kind of magic
This year the title a kind of magic represents the sparkle that is present in credit markets. Turbulence will be the name of the game driven by energy prices, inflation, recession, a changing rate environment and a cost-of-living crisis. It's a kind of magic which compensates all that misery, and that magic is quite simply valuations.
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Jan Frederik Slijkerman
European telecom companies have been the underdog but prospects could ...
After years of heavy pressure on revenues in the telecom sector, we make a call for near-term revenue stabilisation. From an operational perspective, the main themes for the telecom sector are the build-out of 5G and fibre networks. To improve the relative position of the sector regulators should review their measures to provide a more level playing field
- Jan Frederik Slijkerman
European telecoms outlook for 2022
After years of heavy pressure on revenues in the telecom sector, we make a call for near-term revenue stabilisation. From an operational perspective, the main themes for the telecom sector are the build-out of 5G and fibre networks. To improve the relative position of the sector regulators should review their measures to provide a more level playing field
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
BT GROUP loses on its star level and is downgraded to Slightly Positiv...
The independent financial analyst theScreener just slightly lowered the general evaluation of BT GROUP (GB), active in the Integrated Telecommunications industry. The title has lost a star(s) at the fundamental level and now shows 2 out of 4 stars. Its exposure to market risk remains nonetheless the same and can be still described as defensive. theScreener slightly downgrades the general evaluation to Slightly Positive for the title on account of the lost star(s). As of the analysis date March 4...
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
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