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ILD ILIAD

[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...

12h / 24m 1 EN
Chris Hoare
  • Chris Hoare
EUR 8606.00
KTC KT CORP (ADR)
TIGO SDB Millicom Intern... ... (+9)

Global EM Telcos Why are governments allowing mobile price hikes?

We note EM Governments & regulators appear to have become much more relaxed about mobile ARPU growing above inflation relative to the recent past. Why is this? This note gives one possible explanation.

KTC KT CORP (ADR)
TIGO SDB MILLICOM INTERNATIONAL CELLULAR SA SWEDISH DEPOSITORY RECEIPT
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
VOD VODAFONE GROUP PLC
VEON VEON LTD. SPONSORED ADR
AAF AIRTEL AFRICA
TIMS3 TIM SA (BRAZIL)
IHS IHS HLDG LTD
KYIV KYIVSTAR
10/02/25 October 2, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8606.00
KTC KT CORP (ADR)
TIGO SDB Millicom Intern... ... (+9)

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.

KTC KT CORP (ADR)
TIGO SDB MILLICOM INTERNATIONAL CELLULAR SA SWEDISH DEPOSITORY RECEIPT
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
VOD VODAFONE GROUP PLC
VEON VEON LTD. SPONSORED ADR
AAF AIRTEL AFRICA
TIMS3 TIM SA (BRAZIL)
IHS IHS HLDG LTD
KYIV KYIVSTAR
10/01/25 October 1, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8606.00
KTC KT CORP (ADR)
TIGO SDB Millicom Intern... ... (+9)

Global EM Telcos Why are governments allowing mobile price hikes?

We note EM Governments & regulators appear to have become much more relaxed about mobile ARPU growing above inflation relative to the recent past. Why is this? This note gives one possible explanation.

KTC KT CORP (ADR)
TIGO SDB MILLICOM INTERNATIONAL CELLULAR SA SWEDISH DEPOSITORY RECEIPT
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
VOD VODAFONE GROUP PLC
VEON VEON LTD. SPONSORED ADR
AAF AIRTEL AFRICA
TIMS3 TIM SA (BRAZIL)
IHS IHS HLDG LTD
KYIV KYIVSTAR
09/29/25 September 29, 2025 1 EN
Pierre François Merveille
  • Pierre François Merveille
PREMIUM
ILD ILIAD

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...

09/22/25 September 22, 2025 1 EN
Pierre François Merveille
  • Pierre François Merveille
PREMIUM
ILD ILIAD

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...

09/22/25 September 22, 2025 1 FR
James Ratzer ... (+2)
  • James Ratzer
  • Russell Waller
EUR 8606.00
1796 Vodacom Group L...
TEL TELENOR ASA ... (+7)

Why you should be reading the Tariff Tracker – a leading SR indicator

We publish monthly front book pricing data in our Tariff Tracker product. In this report we show some new analysis looking at how front book tariffs are a good leading indicator for service revenue trends in mobile and fixed, including new work looking at discounted and undiscounted prices.

1796 VODACOM GROUP LIMITED
TEL TELENOR ASA
SCMN SWISSCOM AG
TELIA TELIA COMPANY AB
DIGI DIGI COMMUNICATIONS NV
ELISA ELISA
VOD LN VODAFONE GROUP
09/15/25 September 15, 2025 1 EN
VOD Vodafone Group ...

Moody's Ratings assigns Baa3 rating to Vodafone's new hybrid notes due...

Moody's Ratings (Moody's) has today assigned a Baa3 rating to the two EUR-denominated hybrid securities both with maturity in 2055 to be issued by Vodafone Group Plc (Vodafone or the company). The outlook is unchanged at stable. RATINGS RATIONALE The Baa3 rating assigned to the new hybrids is on...

VOD VODAFONE GROUP PLC
09/12/25 September 12, 2025 1 EN
Pierre François Merveille
  • Pierre François Merveille
09/03/25 September 3, 2025 1 FR
Pierre François Merveille
  • Pierre François Merveille
09/03/25 September 3, 2025 1 EN
 PRESS RELEASE
Free
ILD ILIAD

[Communiqué de presse] iliad SA émet avec succès un emprunt obligatair...

[Communiqué de presse] iliad SA émet avec succès un emprunt obligataire de 600 millions d’euros Communiqué de presse                                                                             Paris, le 2 septembre 2025 iliad SA émet avec succès un emprunt obligataire de 600 millions d’euros   iliad SA a placé ce jour avec succès une émission obligataire de 600 millions d'euros. Cet emprunt présente une maturité supérieure à 6 ans et un coupon annuel de 4,25%. Cette transaction initialement lancée pour un montant de 500 millions d’euros avec une indication de prix initiale de 4,75% de ...

September 2, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8606.00
KTC KT CORP (ADR)
TIGO SDB Millicom Intern... ... (+9)

Global EM Telcos & Towers Continuing strong: NSR GEM Top-10 September...

August was a rather eventful month for two of top picks as LILAC announced the Puerto Rican asset separation and Kyivstar, the Ukraine arm of VEON, successfully listed on the NASDAQ (see our initiation HERE). All of our top picks performed well again. This note also includes key news & other thoughts, to try to help investors generate alpha within the EM Telco space. We make our first change to the list, swapping TIM Brasil for Telefonica Brasil.

KTC KT CORP (ADR)
TIGO SDB MILLICOM INTERNATIONAL CELLULAR SA SWEDISH DEPOSITORY RECEIPT
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
VOD VODAFONE GROUP PLC
VEON VEON LTD. SPONSORED ADR
AAF AIRTEL AFRICA
TIMS3 TIM SA (BRAZIL)
IHS IHS HLDG LTD
KYIV KYIVSTAR
09/01/25 September 1, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8606.00
KTC KT CORP (ADR)
TIGO SDB Millicom Intern... ... (+8)

GEM/Japan Telcos Starlink – What impact might it have in Global EM, J...

Following on from the recent report by our European colleagues on the potential impact Starlink is likely to have on broadband in Europe, we look at markets outside of Europe: EM, Japan, Singapore and Australia.

KTC KT CORP (ADR)
TIGO SDB MILLICOM INTERNATIONAL CELLULAR SA SWEDISH DEPOSITORY RECEIPT
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
VOD VODAFONE GROUP PLC
VEON VEON LTD. SPONSORED ADR
AAF AIRTEL AFRICA
TIMS3 TIM SA (BRAZIL)
IHS IHS HLDG LTD
08/29/25 August 29, 2025 1 EN
Stephane Beyazian
  • Stephane Beyazian
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
HAL HAL TRUST
DTE DEUTSCHE TELEKOM AG
ACKB ACKERMANS & VAN HAAREN NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
DHER DELIVERY HERO SE
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
08/29/25 August 29, 2025 1 EN
Hela Zarrouk ... (+2)
  • Hela Zarrouk
  • Oliver Metzger
SCHP SECHE ENVIRONNEMENT
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
PBB DEUTSCHE PFANDBRIEFBANK AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
ALLAN LANSON-BCC
DTE DEUTSCHE TELEKOM AG
FIE FIELMANN AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
SIFG SIF HOLDING NV
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
SFG SPHERA FRANCHISE GROUP SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
MRX MISTER SPEX SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
SUNN SUNRISE
08/29/25 August 29, 2025 1 EN
Stephane Beyazian
  • Stephane Beyazian
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
HAL HAL TRUST
DTE DEUTSCHE TELEKOM AG
ACKB ACKERMANS & VAN HAAREN NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
DHER DELIVERY HERO SE
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
08/29/25 August 29, 2025 1 FR
Hela Zarrouk ... (+2)
  • Hela Zarrouk
  • Oliver Metzger
SCHP SECHE ENVIRONNEMENT
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
PBB DEUTSCHE PFANDBRIEFBANK AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
ALLAN LANSON-BCC
DTE DEUTSCHE TELEKOM AG
FIE FIELMANN AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
SIFG SIF HOLDING NV
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
SFG SPHERA FRANCHISE GROUP SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
MRX MISTER SPEX SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
SUNN SUNRISE
08/29/25 August 29, 2025 1 FR
Konrad Zomer ... (+2)
  • Konrad Zomer
  • Stephane Beyazian
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
08/29/25 August 29, 2025 1 EN
Konrad Zomer ... (+2)
  • Konrad Zomer
  • Stephane Beyazian
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
08/29/25 August 29, 2025 1 FR
 PRESS RELEASE
Free
ILD ILIAD

[Communiqué de presse] Le Groupe iliad confirme son leadership en Euro...

[Communiqué de presse] Le Groupe iliad confirme son leadership en Europe et améliore sa rentabilité Communiqué de presse                   Paris, le 28 août 2025 à 08h00 Le Groupe iliad confirme son leadership en Europe et améliore sa rentabilité Un leadership de la croissance en Europe confirméDes indicateurs économiques en forte croissance : EBITDAaL +10%, Free Cash-Flow Opérationnel1 +20%Une structure financière de plus en plus solide avec un levier financier en baisse à 2,3xToutes les géographies contribuent à la très bonne performance du Groupe au 1er semestre et notamment l’Ital...

August 28, 2025 1 EN
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