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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...

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.

Research Department
  • Research Department

IBERIAN DAILY 14 OCTOBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CELLNEX, ELECTRICITY SECTO, ENDESA, NATURGY, SANTANDER. Remaining confident in a trade agreement European stock markets rallied, remaining confident that the US and China will reach a trade agreement. In the STOXX 600 Basic Resources and Technology were the best performers whereas Telecoms and Autos saw the biggest drops. On the macro side, no relevant data was released, with all eyes on the trade front, where the secretary of the Treasury S. Bessent confirmed that president D. Tr...

Research Department
  • Research Department

INFORME DIARIO 14 OCTUBRE + RDOS. EUROPA 3T’25. IDEAS DESTACADAS Y PRE...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, ENDESA, NATURGY, SANTANDER, SECTOR ELÉCTRICO. 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. Confianza en un acuerdo comercial Rebote en las bolsas europeas, confiadas en que EE.UU. y China seguirán negociando un acuerdo comercial. ...

Stephane Foucaud
  • Stephane Foucaud

AUCTUS ON FRIDAY - 10/10/2025

Please click here to access the financial metrics for Auctus' coverage universe AUCTUS PUBLICATIONS ________________________________________ Serica Energy (SQZ LN)C; Target price of £3.05 per share: Another operational setback at Triton; value and distribution profile intact – Operational issues with the flare system at the Triton FPSO have resulted in a temporary suspension of production. Production is likely to restart shortly at very low rates until the root cause is identified and resolved...

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

Coffee, Croissants & Credit/TMT bond supply, Cellnex, Verizon, Equinix...

Strategy – TMT bond supply: Euro debt markets in favour with tech firms in 2025

Virginia Romero
  • Virginia Romero

REPSOL: TRADING STATEMENT 3T’25 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BAN...

Trading statement 3T’25 bueno por industrial. Revisamos P.O. al alza. SOBREPONDERAR

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