reports
- Carole Braudeau
- Carole Braudeau
- Chris Hoare
Global EM Telcos & Japan DC exposure, future developments and valuati...
EM & Japanese Telcos have more DC capacity than those in other regions. In this short note, we look at the current and future Data Center (DC) capacity for the telcos in our coverage as well as the potential valuation for these assets, in an attempt to contextualise this exposure.
- Ben Rickett
- James Ratzer
- Russell Waller
Cellnex (Buy, €34, +34%) Inwit (Buy, €11.8, +56%) Both upgraded to BU...
Yesterday, we published our sector lookahead for EU telecoms names for 2026. There is a lot of material in the report, but as part of the review, we upgraded Cellnex and Inwit to Buy for the first time since 2017 and 2023 respectively.
- Felix Fischer
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Nexans Completes Acquisition of Electro Cables Inc. to Strengthen Low-...
Nexans Completes Acquisition of Electro Cables Inc. to Strengthen Low-Voltage Solutions (PWR-CONNECT) in North America Nexans Completes Acquisition of Electro Cables Inc. to Strengthen Low-Voltage Solutions (PWR-CONNECT) in North America Paris, December 17th, 2025 – Nexans announces today the completion of the acquisition of Electro Cables Inc. (“Electro Cables”), a well-positioned Canadian manufacturer of low-voltage cable systems, in a strategic move that expands the company’s footprint in one of North America’s most dynamic segments. The acquisition marks a significant milestone in Nexa...
Nexans finalise l’acquisition d’Electro Cables Inc. afin de renforcer ...
Nexans finalise l’acquisition d’Electro Cables Inc. afin de renforcer ses solutions basse tension (PWR-CONNECT) en Amérique du Nord Nexans finalise l’acquisition d’Electro Cables Inc. afin de renforcer ses solutions basse tension (PWR-CONNECT) en Amérique du Nord Paris, le 17 décembre, 2025 – Nexans annonce aujourd’hui la finalisation de l’acquisition d’Electro Cables Inc. (« Electro Cables »), un fabricant canadien doté d’un très bon positionnement sur les systèmes de câbles basse tension, dans le cadre d’une démarche stratégique qui renforce la présence de l’entreprise dans l’un des segm...
CREDIT AGRICOLE SA: APPOINTMENT - Eric Vial is elected Chairman of the...
CREDIT AGRICOLE SA: APPOINTMENT - Eric Vial is elected Chairman of the Board of Directors of Crédit Agricole S.A. Press release Montrouge, 16 December 2025 APPOINTMENTEric Vial is elected Chairman of the Board of Directorsof Crédit Agricole S.A. Crédit Agricole S.A.’s Board of Directors, which met on 16 December 2025, elected Eric Vial as Chairman. He succeeds Dominique Lefebvre and he will take up his duties on 1 January 2026. The Board of Directors unanimously made a point of commending Dominique Lefebvre’s work and commitment over his 10-year t...
CREDIT AGRICOLE SA : NOMINATION - Eric Vial est élu Président du Conse...
CREDIT AGRICOLE SA : NOMINATION - Eric Vial est élu Président du Conseil d'administration de Crédit Agricole S.A. Communiqué de presse Montrouge, le 16 décembre 2025 NOMINATIONEric Vial est élu Président du Conseil d'administrationde Crédit Agricole S.A. Le Conseil d’administration de Crédit Agricole S.A., réuni le 16 décembre 2025, a élu Eric Vial en qualité de Président. Il succède à Dominique Lefebvre et prendra ses fonctions le 1er janvier 2026. Le Conseil d’administration a tenu à saluer à l’unanimité le travail et l’engagement de Dominique L...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Ipsos SA and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 12 December 2025 in which we reassessed the appropriateness of the ratings in the context of the r...
Disclosure of trading in own shares from December 8, 2025 to December ...
Disclosure of trading in own shares from December 8, 2025 to December 12, 2025 Head Office : 4 allée de l'Arche, 92400 Courbevoie, FranceTel : + 33 (0) 1 78 15 00 00 – a French Société Anonyme with a share capital of € 43,744,779 – R.C.S. Nanterre 393 525 852 – Id VAT FR 74 393 525 852 Disclosure of trading in own shares From December 8, 2025 to December 12, 2025 Issuer : Nexans Category : treasury shares Pursuant to applicable law on share buybacks, Nexans declares the following purchases of its own shares from December 8, 2025 to De...
Déclaration hebdomadaire des transactions sur actions propres du 8 déc...
Déclaration hebdomadaire des transactions sur actions propres du 8 décembre 2025 au 12 décembre 2025 Siège Social : 4 allée de l'Arche, 92400 Courbevoie, FranceTél : + 33 (0) 1 78 15 00 00 – S.A. au capital de 43 744 779 euros – R.C.S. Nanterre 393 525 852 – Id TVA FR 74 393 525 852 Déclaration des transactions sur actions propres Période : Du 8 au 12 décembre 2025 Emetteur : Nexans Catégorie : Actions propres Conformément à la réglementation relative aux rachats d'actions, Nexans déclare ci-après les transactions sur actions propres...
- Research Department
IBERIAN DAILY 12 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CELLNEX, FERROVIAL, GRUPO SANJOSE, REPSOL, TELEFÓNICA, VIDRALA. The Ibex near 17,000 points European stock markets climbed near 1% yesterday after the Fed’s rate cut and despite doubts surrounding the technology sector after the poor reception of Oracle’s results. In the STOXX 600, Construction (that rallied after being the worst-performing sector last Wednesday) and Leisure, closely followed by Banks led the gains whereas Utilities and Energy were almost the only sectors ending w...
- Research Department
INFORME DIARIO 12 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, FERROVIAL, GRUPO SANJOSE, REPSOL, TELEFÓNICA, VIDRALA. EUROPA: BNP PARIBAS. El Ibex enfila los 17.000 puntos Las bolsas europeas avanzaron ayer cerca de un 1% tras la bajada de tipos por parte de la Fed y pese a las dudas en las tecnológicas tras la mala acogida de los resultados de Oracle. En el STOXX 600, los mejores sectores fueron Construcción (rebotó tras ser el miércoles el peor sector) y Ocio seguido de cerca por los Bancos mientras...
- Carole Braudeau
- Carole Braudeau
- Maissa Keskes
- Stephane Houri
- Jean-François Granjon
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