reports
- Carole Braudeau
- Carole Braudeau
- Chris Hoare
Global EM Telcos When does Digital drive a re-rating? Upgrade VEON, V...
We analyze how much revenue EM Telcos are generating from digital businesses, and therefore at what point they are likely to make the transition from being “Telcos with digital assets” to “Digital first”. We use this to predict when the market is likely to re-rate those exposed, and as a result make multiple upgrades across our GEM Telcos.
- Felix Fischer
Communiqué des groupes Bouygues Telecom, Free-Groupe iliad et Orange s...
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 pr...
[Communiqué de presse] Bouygues Telecom, Free-Groupe iliad et Orange ...
[Communiqué de presse] Bouygues Telecom, Free-Groupe iliad et Orange remettent une offre conjointe non engageante pour l’acquisition d’une grande partie des activités d’Altice en France Communiqué de presse Paris, le 14 octobre 2025 Bouygues Telecom, Free-Groupe iliad et Orange remettent une offre conjointe non engageante pour l’acquisition d’une grande partie des activités d’Altice en France Bouygues Telecom, Free-Groupe iliad et Orange annoncent la remise d'une offre non engageante en vue de l’acquisition d’une grande partie des activités de télécommunications du groupe Altice en F...
Telecom Italia Spa: 1 director
A director at Telecom Italia Spa sold 82,000 shares at 0.489EUR and the significance rating of the trade was 53/100. 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...
- Carole Braudeau
- Carole Braudeau
- James Ratzer
Telecom Italia (Neutral, €0.39) TIM Enterprise Event: Can cloud conti...
Yesterday Telecom Italia hosted a TIM Enterprise event in Milan, where they provided new disclosure on their fast-growing cloud business and gave us a look around a data centre. In this note we discuss what’s driving that growth and whether it can continue.
- Haidje Rustau
- Jayanth Kandalam
- Tanvi Arora
- Chris Hoare
- Chris Hoare
Global EM Telcos & Towers First down month, AMX into the Top-10 for T...
After 8 extremely strong months, September bucked the trend. 6 of our Top Picks saw profit taking with only Airtel Africa, Millicom, Telefonica Brasil and LILAC posting positive returns. This note also includes key news & other thoughts, to try to help investors generate alpha within the EM Telco space. Having strongly outperformed we switch out Millicom for AMX which we now see as a cheaper, lower risk, way to play Latin American telcos.
- Chris Hoare
- Carole Braudeau
- Carole Braudeau
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Si Yong Ng
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Si Yong Ng
- Tanvi Arora
- Pierre François Merveille
Iliad : Additional thoughts on potential market consolidation in Franc...
We published a Special Comment on Iliad on 3rd September 2023 in the context of Iliad SA’s issuance of € 600m of new unsecured notes due in January 2032 (long 6Y) at a yield of 4.25%. We touched briefly upon Iliad’s solid H1 2025 earnings, the group’s adequate liquidity, and its current Ba3/BB ratings with a positive outlook. In this report, we are adding some thoughts about the capital structure and the impact of a potential consolidation in France, in the light of a new article published by BF...
- Pierre François Merveille
Iliad : Additional thoughts on potential market consolidation in Franc...
We published a Special Comment on Iliad on 3rd September 2023 in the context of Iliad SA’s issuance of € 600m of new unsecured notes due in January 2032 (long 6Y) at a yield of 4.25%. We touched briefly upon Iliad’s solid H1 2025 earnings, the group’s adequate liquidity, and its current Ba3/BB ratings with a positive outlook. In this report, we are adding some thoughts about the capital structure and the impact of a potential consolidation in France, in the light of a new article published by BF...
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