Our two-day 9th virtual TMT Forum was attended by 32 listed companies and 292 investors. The trends in media seem to point to a correct start to the year. Telecom players are optimistic on the regulatory front (intra-market consolidation). Software & IT services and semis continue to see mixed trends, apart from in AI and some hopes that a few companies will benefit from the rise of defence spending. In terms of companies, the main positive messages came from Auto1, CMCOM, Indra, Infineon, Telec...
We are hosting our 9th ODDO BHF TMT Forum virtually on 6 and 7 March 2025. In total, 34 companies will be presenting during the forum. In the following note, we provide some initial feedback from companies on day 1. Out of the 21 feedbacks collected during the first day, 4 were clearly positive, and only 2 were negative. Among the positive names, we would particularly highlight Auto1, CMCOM, INDRA, KPN and Telecom Italia. Among the negative names, we would highlight Gamma and AT&S.
A director at Gamma Communications maiden bought 3,079 shares at 1,300p and the significance rating of the trade was 70/100. 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...
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