reports
- Russell Waller
- Russell Waller
Altice France Bonds (Equal Weight) Altice France Equity (Neutral, TP: ...
The valuation of fibre assets is important for all Telco investors, but especially those looking at Altice France and Altice International. In this report we look at recent fibre deals and see if we can draw any conclusions Over a month has now passed since the consortium bid for SFR (HERE); whilst face-to-face negotiations do not appear to be happening (as per Q3 calls), it would appear that negotiations via the press are in full swing – HERE and HERE – and back channel discussions are ongoing ...
- Jerôme Bodin
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
PSM PROSIEBENSAT.1 MEDIA SE
HOT HOCHTIEF AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SIX2 SIXT SE
WIE WIENERBERGER AG
CWC CEWE STIFTUNG & CO KGAA
SEM SEMPERIT HOLDING AG
COK CANCOM SE
DLG DE'LONGHI S.P.A.
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
PYT POLYTEC HOLDING
FYB FORMYCON AG
DUE DURR AG
DMP DERMAPHARM HOLDING SE
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
UPG UNIFIEDPOST GROUP
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
FORSE FORSEE POWER SA
DEME DEME GROUP NV
R3NK RENK GROUP AG
AQ AQUILA PART PROD COM
- Jerôme Bodin
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
PSM PROSIEBENSAT.1 MEDIA SE
HOT HOCHTIEF AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SIX2 SIXT SE
WIE WIENERBERGER AG
CWC CEWE STIFTUNG & CO KGAA
SEM SEMPERIT HOLDING AG
COK CANCOM SE
DLG DE'LONGHI S.P.A.
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
PYT POLYTEC HOLDING
FYB FORMYCON AG
DUE DURR AG
DMP DERMAPHARM HOLDING SE
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
UPG UNIFIEDPOST GROUP
AERO MONTANA AEROSPACE AG
MRX MISTER SPEX SE
FORSE FORSEE POWER SA
SPAC 468 SPAC I SE
DEME DEME GROUP NV
R3NK RENK GROUP AG
AQ AQUILA PART PROD COM
- Anis Zgaya
- Klaus Ringel
- Russell Waller
Altice France Bonds (Equal Weight) Altice France Equity (Neutral, TP: ...
The valuation of fibre assets is important for all Telco investors, but especially those looking at Altice France and Altice International. In this report we look at recent fibre deals and see if we can draw any conclusions from those deals about future valuations.
- Luis de Toledo Heras
- Thomas Zlowodzki
- Luis de Toledo Heras
- Thomas Zlowodzki
- Jeremy Garnier
- Jeremy Garnier
SMA Solar Technology AG: 1 director
A director at SMA Solar Technology AG bought 11,199 shares at 18.655EUR and the significance rating of the trade was 71/100. 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 yea...
- Mariem Ben Nejma
- Sinan Doganli
- Mariem Ben Nejma
- Sinan Doganli
- Anis Zgaya
- Louis Boujard
- CFA
- Anis Zgaya
- Louis Boujard
- CFA
- Martin Marandon-Carlhian
- Sinan Doganli
OERL OC OERLIKON CORPORATION AG
DEZ DEUTZ AG
ROS ROSENBAUER INTERNATIONAL AG
CCC CCC SA
SQN SWISSQUOTE GROUP HOLDING AG
BPOST BPOST SA
POST OSTERREICHISCHE POST AG
JUN3 JUNGHEINRICH AG PREF
GALE GALENICA AG
S92 SMA SOLAR TECHNOLOGY AG
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
KTA KNAUS TABBERT
AG1 AUTO1 GROUP
NVM NOVEM GROUP SA
CABKA CABKA N.V.
- Martin Marandon-Carlhian
- Sinan Doganli
OERL OC OERLIKON CORPORATION AG
DEZ DEUTZ AG
ROS ROSENBAUER INTERNATIONAL AG
CCC CCC SA
SQN SWISSQUOTE GROUP HOLDING AG
BPOST BPOST SA
POST OSTERREICHISCHE POST AG
JUN3 JUNGHEINRICH AG PREF
GALE GALENICA AG
S92 SMA SOLAR TECHNOLOGY AG
KTA KNAUS TABBERT
AG1 AUTO1 GROUP
NVM NOVEM GROUP SA
CABKA CABKA N.V.
- Anis Zgaya
- Louis Boujard
- CFA
- Anis Zgaya
- Louis Boujard
- CFA
- Roy Külter
- Steven Boumans
SBMO SBM OFFSHORE NV
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
KCO KLOECKNER & CO SE
VOE VOESTALPINE AG
XIOR XIOR STUDENT HOUSING N.V.
G24 SCOUT24 AG
LNZ LENZING AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
FNTN FREENET AG
DRI 1&1 DRILLISCH AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
SFQ SAF-HOLLAND SE
CTPNV CTP NV
SHA SCHAEFFLER AG
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