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SentinelOne Inc: 1 director

A director at SentinelOne Inc bought 40,000 shares at 14.890USD and the significance rating of the trade was 76/100. 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 clear...

T-Mobile US Inc: 1 director

Two Directors at T-Mobile US Inc sold 1,495 shares at between 0.000USD and 210.320USD. 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 l...

BT Group: 1 director

A director at BT Group bought 4,900,000 shares at 179p and the significance rating of the trade was 67/100. 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 showin...

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

Coffee, Croissants & Credit/Snam, Veolia, Engie, CTP, Vonovia, SES, BT...

Utilities: Snam posted robust 9M25 financials, Veolia 9M25 results show continued strong growth, Engie weak 9M25 results – spread tightening limited. Telecom: SES reports weak 3Q25 earnings, BT reports soft 1H26 results, Swisscom 3Q25 results look mixed, Telecom Italia reports solid 3Q25 results, KPN guides for somewhat higher leverage. Real Estate: CTP 9M25 - robust operating trends, Vonovia 9M25 - guidance confirmed

Stephane Beyazian
  • Stephane Beyazian
Stephane Beyazian
  • Stephane Beyazian
Jan Frederik Slijkerman
  • Jan Frederik Slijkerman

TMT 3Q25 results: Verizon, T-Mobile US and AT&T/T-Mobile US, AT&T show...

Verizon, T-Mobile US and AT&T all showed solid numbers over 3Q25. Despite strong competition, all three mobile telecom operators were able to grow revenue and EBITDA. Furthermore, we believe T-Mobile US might benefit from a credit rating upgrade at S&P, while we could see debt increase a bit at Verizon and AT&T because of debt-funded acquisitions. In our view, the Euro notes of T-Mobile US look the most attractive in this credit sub-space.

Jan Frederik Slijkerman ... (+2)
  • Jan Frederik Slijkerman
  • Timothy Rahill

Euro debt markets in favour with tech firms in 2025/Foreign tech compa...

Euro-denominated issuance by TMT companies has been ahead of expectations in FY25. American companies issued far more Euro debt than expected. This is driven by attractive funding costs in Euro markets, because the risk premium required by investors for European credit markets is lower. Some of the large issuers of Euro-denominated debt are active in the technology sector. This was contrary to our earlier expectations because these companies fund their capital expenditures from cash flow. Finall...

Jan Frederik Slijkerman ... (+2)
  • Jan Frederik Slijkerman
  • Timothy Rahill

Euro debt markets in favour with tech firms in 2025/Foreign tech compa...

Euro-denominated issuance by TMT companies has been ahead of expectations in FY25. American companies issued far more Euro debt than expected. This is driven by attractive funding costs in Euro markets, because the risk premium required by investors for European credit markets is lower. Some of the large issuers of Euro-denominated debt are active in the technology sector. This was contrary to our earlier expectations because these companies fund their capital expenditures from cash flow. Finall...

T-Mobile USA, Inc.: Update to credit analysis following upgrade to Baa...

Solid execution, strong competitive positioning, increasing profitability and expanding financial flexibility offset by an intense competitive environment.

Moody's Ratings assigns Baa1 ratings to T-Mobile's proposed backed sen...

Moody's Ratings (Moody's) assigned Baa1 ratings to T-Mobile USA, Inc.'s (T-Mobile) proposed backed senior unsecured notes, which will be comprised of various maturities. T-Mobile intends to use the net proceeds from the proposed offering for refinancing existing indebtedness and general corporate pu...

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

Coffee, Croissants & Credit/Deutsche Telekom, T-Mobile US, BPPEHX, P3 ...

Telecom - Moody's upgrades Deutsche Telekom's credit rating to A3. Moody's upgrades T-Mobile US's credit rating to Baa1

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

Coffee, Croissants & Credit/Amprion, TVO, Verizon, AT&T and T-Mobile U...

Utilities - Appolo and RWE to form a joint venture to finance Amprion. TVO issues the first nuclear green bond

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