Deutsche Telekom AG: 1 director

A director at Deutsche Telekom AG sold 1,796 shares at 26.680EUR and the significance rating of the trade was 54/100. 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 clea...

European Telecoms for 2026 Industry action required for further outpe...

Over the past 3 years, the EU telecoms sector has had a great run – up >50%, despite modest underlying revenue/ EBITDA growth. This has almost entirely come from a deserved upwards re-rating in the multiple as the risk profile across the sector diminishes – which has been a key theme of ours in the past few years given improved regulation. So, we feel this has now largely played out.

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 12/12/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 12/12/2025

Munich Re : Pushing for growth in non-cyclical business lines and over...

INFORME DIARIO 11 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, INDRA, NATURGY. EUROPA: MUNICH RE. La FED cumple con el recorte de tipos Con el Ibex manteniéndose cerca de sus máximos las bolsas europeas continuaron una jornada más con cierta indefinición a la espera de catalizadores. En el STOXX 600, los mejores sectores fueron R. Básicos y Bancos mientras que Autos y Construcción (afectado por la rebaja de recomendación a Vinci por parte de una casa de análisis) fueron los que más cayeron. Por el lado m...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/12/2025

Unicaja Banco : No clear catalysts in the short term after the run-up

Unicaja Banco : Peu de catalyseurs notables à CT après la forte perfor...

Deutsche Glasfaser/ DT Our take on the refinancing story

The FT has published an article suggesting that EQT/ Omers are trying to unblock the Deutsche Glasfaser refinancing process with a new equity funding proposal and at the same time scale back the rollout plans.

IBERIAN DAILY 27 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AEDAS, ELECTRICITY SECTOR, NEINOR HOMES, REPSOL, UNICAJA. The Ibex near 16,500 points again European stock markets rallied in a risk-on session, with cyclical companies faring better. In the STOXX 600, Technology and Banks were the best performers whereas Autos and Food posted the biggest drop. On the macro side, in the UK chancellor R. Reeves presented a more restrictive budget than initially expected (£ 26 Bn of savings vs. £ 15 Bn consensus), which led the Office for Budget Res...

INFORME DIARIO 27 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, NEINOR HOMES, REPSOL, SECTOR ELÉCTRICO, UNICAJA. El Ibex vuelve a acercarse a los 16.500 puntos Fuertes subidas en las bolsas de Europa en una sesión de risk-on y mejor comportamiento de los cíclicos. En el STOXX 600, lideraron las ganancias Tecnología y Bancos mientras que Autos y Alimentación sufrieron las mayores caídas. Por el lado macro, en R. Unido la canciller R. Reeves presentó un presupuesto más restrictivo de lo inicialment...

FWA is on the horizon It has the potential to be disruptive: Keep a v...

FWA has reached 38% penetration in Austria today, 13% in Italy, but is just 1-2% elsewhere in Europe. Furthermore, the EC has just made a major decision to dedicate a further 540MHz of spectrum to mobile carriers increasing their bandwidth by 60%.

INFORME DIARIO 21 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, TELEFÓNICA, UNICAJA. EUROPA: PROSUS. Nvidia, un impulso a las bolsas que se desinfla Los resultados publicados por la tecnológica disipan de momento las dudas en torno a la IA y provocó rebotes en los índices europeos superiores al 1% pero que se fueron moderando hacia el cierre del mercado con un Ibex que se quedó al borde de los 16.000 puntos. En el STOXX 600, Energía e Industriales fueron los que mayores ganancias presentaron frente a Autos...

IBERIAN DAILY 21 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CAF, TELEFÓNICA, UNICAJA. Nvidia fuelled stock markets to later ease The results released by the technology group dispelled doubts surrounding AI for the time being, leading to the rally of European markets >1% that eased at the closing bell, with the Ibex near 16,000 points. In the STOXX 600, Energy and Industrial led gains vs. Autos and Media that posted the biggest drops. On the macro side, in the euro zone, December’s consumer confidence was disappointing after remaining at th...

AMD, CoreWeave, Autos & Semicap in 2026, and more, our Weekly wrap-up.

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 names we followed last week, follow the link.

Credit Morning 11/17/2025

Jaguar Land Rover: Very weak Q2 2025/26 and disappointing new guidance|American Tower and EQT are reportedly weighing a bid on TDF (Bloomberg)|Cerba returns to positive EBITDA growth in Q3 and obtains a € 100m liquidity facility|

Morning Crédit 17/11/2025

Jaguar Land Rover : T2 2025/26 très faible et une nouvelle guidance décevante|American Tower et EQT envisageraient de faire une offre sur TDF (Bloomberg)|Cerba retrouve une croissance positive de l’EBITDA au T3 et obtient une ligne de liquidité de 100 m EUR|

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 17/11/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/17/2025