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

Coffee, Croissants & Credit/Cellnex

Telecom - Cellnex enters into option strategy which enables the sales of its French data centres

Research Department
  • Research Department

IBERIAN DAILY 17 OCTOBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...

NEWS SUMMARY: CELLNEX, FERROVIAL, IBERDROLA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 3Q’25 results to be released over the coming days in Spain. S. Lecornu’s government survives for the time being European stock markets climbed, benefiting from the lower political risk in France, the expectation of rate cuts by the Fed and the good start to the 3Q’25 earnings season whe...

Research Department
  • Research Department

INFORME DIARIO 17 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, FERROVIAL, IBERDROLA. EUROPA: ESSILORLUXOTTICA, INTESA SANPAOLO, UNICREDIT. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 3T’25 que se publicarán en España y Europa en los próximos días. El gobierno de Lecornu sobrevive por ahora Ganancias en las bolsas europeas, que se beneficiaron del menor rie...

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/16/2025

Altice France rejects the joint bid of Bouygues/Iliad/Orange that maintain their offer|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 16/10/2025

Altice France rejette l’offre du consortium Bouygues/Iliad/Orange, qui la maintient en l’état|

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

Cellnex (Reduce) Implications from the SFR offer

Following the initial offer for SFR, we discuss potential implications for Cellnex given that 4-3 consolidation has been seen as a risk for the tower sector.

 PRESS RELEASE

Orange: Bouygues Telecom, Free-iliad Group and Orange joint statement ...

Orange: Bouygues Telecom, Free-iliad Group and Orange joint statement following the rejection of their acquisition bid by Altice France Press releaseParis, 15 October 2025 Bouygues Telecom, Free-iliad Group and Orange joint statement following the rejection of their acquisition bid by Altice France Bouygues Telecom, Free-iliad Group and Orange have taken note of the Altice group's decision to reject their joint non-binding offer submitted on the evening of 14 October to acquire a large part of Altice France's telecoms activities. The three operators remain convinced of the relevance of t...

 PRESS RELEASE

Orange : Communiqué des groupes Bouygues Telecom, Free-Groupe iliad et...

Orange : Communiqué des groupes Bouygues Telecom, Free-Groupe iliad et Orange suite au rejet de leur offre par Altice France Communiqué de presse Paris, le 15 octobre 2025 Communiqué des groupes Bouygues Telecom, Free-Groupe iliad et Orange suite au rejet de leur offre par Altice France Bouygues Telecom, Free-Groupe iliad et Orange ont pris note de la décision du Groupe Altice de rejeter leur offre conjointe non engageante remise le 14 octobre au soir pour le rachat d’une large part des activités télécoms d’Altice France. Les trois opérateurs restent convaincus de la pertinence de leur ...

 PRESS RELEASE

Orange: Orange has taken note of the Group Altice’s decision to reject...

Orange: Orange has taken note of the Group Altice’s decision to reject the joint non-binding offer Press releaseParis, 15 October 2025 Orange has taken note of the Group Altice’s decision to reject the joint non-binding offer submitted yesterday by Bouygues Telecom, Orange and Free-Group iliad. About Orange Orange is one of the world’s leading telecommunications operators with revenues of 40.3 billion euros in 2024 and 124,600 employees worldwide at 30 June 2025, including 68,700 employees in France. The Group has a total customer base of 300 million customers worldwide at 30 June ...

 PRESS RELEASE

Orange : Orange a pris note de la décision du groupe Altice de rejeter...

Orange : Orange a pris note de la décision du groupe Altice de rejeter l’offre conjointe non engageante Communiqué de presseParis, le 15 octobre 2025 Orange a pris note de la décision du groupe Altice de rejeter l’offre conjointe non engageante remise hier par Bouygues Telecom, Orange et Free-Groupe iliad. A propos d'OrangeOrange est l’un des principaux opérateurs de télécommunications dans le monde, avec un chiffre d’affaires de 40,3 milliards d’euros en 2024 et 124 600 salariés au 30 juin 2025, dont 68 700 en France. Le Groupe servait 300 millions de clients au 30 juin 2025, dont ...

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