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 PRESS RELEASE

Safe Bulkers, Inc. Sets Date for the Second Quarter 2025 Results, Conf...

Safe Bulkers, Inc. Sets Date for the Second Quarter 2025 Results, Conference Call, and Webcast Earnings Release: Tuesday, July 29, 2025, After Market Closes Conference Call and Webcast: Wednesday, July 30, 2025, at 10:00 A.M. Eastern Time MONACO, July 22, 2025 (GLOBE NEWSWIRE) -- Safe Bulkers, Inc. (the Company) (NYSE: SB), an international provider of marine drybulk transportation services, announced today that it will release its results for the second quarter ended June 30, 2025, after the market closes in New York on Tuesday, July 29, 2025. On Wednesday, July 30, 2025, at 10:00 A.M...

Ben Rickett ... (+3)
  • Ben Rickett
  • James Ratzer
  • Russell Waller

EU Telecoms: Half-time 2025 Review Sector has outperformed: More sele...

The European Telecoms continues to outperform: up 17% YTD vs. the market up 10%. While this is great to see, adding to the 12pp outperformance in 2024 and supporting our investment thesis of improving regulation, it does mean the equity upside story from here is becoming more selective.

Pierre FerraguÊ
  • Pierre FerraguÊ

H20 ban, TSMC beats, ASML cautious, Auto pull-ins, RAN muted. Our week...

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 4 names we followed last week, follow the link below.

Russell Waller
  • Russell Waller

Telenor (Buy, TP: NOK 182, +11%) Q2 25: Strong results and EBITDA gui...

Telenor has reported a very good set of Q2 numbers, with SR c0.7% ahead of consensus and EBITDA +5.2% ahead; 2025 EBITDA guidance has been lifted for the Nordics and at the Group level. Guidance now implies c3% upside to FY25 Nordic EBITDA.

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

Coffee, Croissants & Credit/Telia engages in M&A, Telenor raises guida...

Telecom: Telia offers to buy Bredband2 and reports solid 2Q25 results; Telenor increases its FY25 guidance

ABGSC Telecom Operators Research ... (+4)
  • ABGSC Telecom Operators Research
  • Herman Caspersen
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
 PRESS RELEASE

Strong tailwind for Telenor in Q2

Strong tailwind for Telenor in Q2 (Fornebu, Norway – 18 July 2025) Telenor Group delivers very strong results in the second quarter of 2025, triggering a raised EBITDA outlook for both the Nordics and Group. At the same time the company solidifies its position in the Nordic fibre market with a NOK 1.4 billion multi-year investment in Finland and the recently announced NOK 6 billion acquisition of GlobalConnect’s consumer business in Norway. Second-quarter highlights: Service revenues of NOK 16.5 billion.Adjusted EBITDA of NOK 9.3 billion.Free cash flow before M&A of NOK 1.6 billion. Duri...

 PRESS RELEASE

Sterk medvind for Telenor i andre kvartal

Sterk medvind for Telenor i andre kvartal (Fornebu, 18. juli 2025) Telenor-konsernet leverer svært sterke resultater i andre kvartal og oppjusterer derfor EBITDA-utsiktene for både Norden og konsernet. Samtidig tar selskapet en solid posisjon i det nordiske fibermarkedet med en investering på rundt 1,4 milliarder kroner i Finland og det nylig annonserte oppkjøpet på 6 milliarder kroner av GlobalConnects privatkundevirksomhet i Norge. Høydepunkter i andre kvartal: Tjenesteinntekter på 16,5 milliarder kroner.Justert EBITDA på 9,3 milliarder kroner.Fri kontantstrøm før M&A på 1,6 milliarder ...

 PRESS RELEASE

Telenor Announces Sale of its Stake in Allente to Viaplay

Telenor Announces Sale of its Stake in Allente to Viaplay Fornebu, Norway – 17 July 2025 – Telenor Group has today signed an agreement to sell its 50% stake in Allente to Viaplay for a total consideration of SEK 1.1 billion. Allente, a joint venture between Telenor and Viaplay, was formed in May 2020 through the merger of Canal Digital and Viasat. Allente is a distributor of premium TV content serving residential subscribers and several business customers across the Nordics. The transaction will not affect customers, who will continue to receive the same high-quality services as before. “...

 PRESS RELEASE

Telenor kunngjør salg av sin eierandel i Allente til Viaplay

Telenor kunngjør salg av sin eierandel i Allente til Viaplay (Fornebu, 17. juli 2025) Telenor Group har i dag signert en avtale om å selge sin eierandel på 50 prosent i Allente til Viaplay. Transaksjonen verdsettes til 1,1 milliarder svenske kroner. Allente, som er en joint venture mellom Telenor og Viaplay, ble etablert i 2020 gjennom fusjonen mellom Canal Digital og Viasat. Allente er en distributør av premium-TV-innhold som betjener privatkunder og en rekke bedriftskunder på tvers av Norden. Eksisterende kunder vil ikke bli påvirket av transaksjonen og vil fortsette å motta de samme kva...

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Martin Mauseth
  • Simon Brun
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Martin Mauseth
  • Simon Brun
Jan Frederik Slijkerman
  • Jan Frederik Slijkerman

Telenor expands fibre network/The acquisition in Norway doesn't come c...

This morning, Telenor[de] announced the acquisition of GlobalConnect's consumer business, including the fibre network. We think this transaction marks a small positive for Telenor as it gains market leadership in the fixed broadband market, despite the relatively full acquisition price. We remain constructive on the Telenor credit profile, although the notes of Telenor trade around fair value in our view.

Russell Waller
  • Russell Waller

Telenor (Buy, TP: NOK182, +17%) How much is a mature fibre asset wort...

Telenor has announced that it has agreed to buy GlobalConnect's (GC) Consumer Business in Norway. Not that many mature fibre assts have been sold in Europe, and so this deal is interesting on quite a few levels: for those thinking about what FastFiber in Portugal is worth or what Virgin Media might sell a stake in NetCo for, or what price Zegona/MasOrange might achieve in Spain, then this deal has relevance

ABGSC Telecom Operators Research ... (+4)
  • ABGSC Telecom Operators Research
  • Herman Caspersen
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
 PRESS RELEASE

Telenor Acquires GlobalConnect's Consumer Business in Norway

Telenor Acquires GlobalConnect's Consumer Business in Norway (Fornebu, Norway – 8 July 2025) Telenor announces the acquisition of GlobalConnect’s consumer business in Norway in a transaction valued at NOK 6.0 billion. The deal marks a significant strategic step in strengthening Telenor’s position in the Norwegian fibre market. “This marks a strategic step forward – for our customers and for Telenor. By integrating the consumer part of GlobalConnect’s fibre network into our own, we will extend our reliable and high-performing services to even more households across the country,” says Benedi...

 PRESS RELEASE

Telenor kjøper GlobalConnects fibervirksomhet for privatmarkedet i Nor...

Telenor kjøper GlobalConnects fibervirksomhet for privatmarkedet i Norge (Fornebu, 8. juli 2025) Telenor kunngjør i dag oppkjøpet av GlobalConnects fibervirksomhet for privatkunder i Norge, i en transaksjon verdsatt til 6,0 milliarder kroner. Oppkjøpet markerer et viktig strategisk steg for å styrke Telenors posisjon i det norske fibermarkedet. – Dette markerer et strategisk steg fremover, for Telenor og for kundene våre. Ved å integrere privatkundedelen av GlobalConnects fibervirksomhet i vår egen, vil vi kunne levere enda bedre og mer pålitelige tjenester til flere husstander over hele l...

 PRESS RELEASE

Telenor Group’s results invitation for the 2nd quarter 2025

Telenor Group’s results invitation for the 2nd quarter 2025 Join us for Telenor Group’s results for the 2nd quarter 2025The presentation will be held at 0900 CET / 0800 UK   Join us for Telenor Group’s results for the second quarter 2025 When: Friday 18 July, 0900 CET / 0800 UKT. To view the webcast, without participating in the live Q&A, please visit: or visit Telenor.com/investors The presentation will be available via Webcast only. For media: A separate press meeting will be held at 10.30 CET in the coffee area in Telenor Expo, Snarøyveien 30, Fornebu. The media session wil...

 PRESS RELEASE

Invitasjon til Telenors resultatfremleggelse for andre kvartal 2025

Invitasjon til Telenors resultatfremleggelse for andre kvartal 2025 Telenor legger frem resultater for andre kvartal 2025 Når: Fredag 18. juli kl 9.00 For å se webcast, uten å stille spørsmål, bruk denne linken: eller besøk Telenor.com/investors. For presse: Presse inviteres til å delta på presentasjonen av Telenors kvartalsresultater på hovedkontoret. Presentasjonen vil være tilgjengelig via virtuell direktesending og vil bli etterfulgt av en-til-en-intervjuer fra kl 10.30 i kaffeområdet i Telenor Expo, som ligger i Snarøyveien 30E, 1360 Fornebu. For mer informasjon, vennligst sen...

ABGSC Telecom Operators Research ... (+4)
  • ABGSC Telecom Operators Research
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
  • Simon Granath
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