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Jerôme Bodin
  • Jerôme Bodin
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AUTN AUTONEUM HOLDING AG
IDL ID LOGISTICS GROUP
DEC JCDECAUX SA
KCO KLOECKNER & CO SE
FAGR FAGRON SA
EKI EKINOPS SA
MTU MANITOU BF SA
GBT GUERBET SA
ALLAN LANSON-BCC
SDF K+S AG
ENI ENI S.P.A.
REP REPSOL SA
INRN INTERROLL HOLDING AG
ERG ERG S.P.A.
TECN TECAN GROUP AG
KARN KARDEX HOLDING AG
SIGHT GENSIGHT BIOLOGICS SA
SEFER SERGEFERRARI GROUP SA
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
POST OSTERREICHISCHE POST AG
FLU FLUGHAFEN WIEN AG
VLTSA VOLTALIA
MAU ETABLISSEMENTS MAUREL & PROM SA
DUFN DUFRY AG
RUI RUBIS SCA
BP. BP P.L.C.
TFF TFF GROUP
MEDCL MEDINCELL SA
ANTIN ANTIN INFRASTRUCTURE PARTNERS
SHEL SHELL PLC
BANB BACHEM HOLDING AG
CAN CANAL+
TRIO TRIODOS BANK N.V.
AUMOV AUMOVIO
03/12/26 March 12, 2026 1 EN
Jerôme Bodin
  • Jerôme Bodin
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
AUTN AUTONEUM HOLDING AG
IDL ID LOGISTICS GROUP
DEC JCDECAUX SA
KCO KLOECKNER & CO SE
FAGR FAGRON SA
EKI EKINOPS SA
MTU MANITOU BF SA
GBT GUERBET SA
ALLAN LANSON-BCC
SDF K+S AG
ENI ENI S.P.A.
REP REPSOL SA
INRN INTERROLL HOLDING AG
ERG ERG S.P.A.
TECN TECAN GROUP AG
KARN KARDEX HOLDING AG
SIGHT GENSIGHT BIOLOGICS SA
SEFER SERGEFERRARI GROUP SA
POST OSTERREICHISCHE POST AG
FLU FLUGHAFEN WIEN AG
VLTSA VOLTALIA
MAU ETABLISSEMENTS MAUREL & PROM SA
DUFN DUFRY AG
RUI RUBIS SCA
BP. BP P.L.C.
TFF TFF GROUP
MEDCL MEDINCELL SA
ANTIN ANTIN INFRASTRUCTURE PARTNERS
SHEL SHELL PLC
BANB BACHEM HOLDING AG
CAN CANAL+
TRIO TRIODOS BANK N.V.
AUMOV AUMOVIO
03/12/26 March 12, 2026 1 FR
Russell Waller
  • Russell Waller
EUR 8648.00
TELIA Telia Company A...
ORA ORANGE ... (+4)

Orange/Telia/Tele2 and whole sector: Downgrade to Neutral Downgrading...

After some strong share price moves, and now with limited upside to our target prices, we downgrade Orange, Tele2 and Telia to Neutral from Buy. This is a valuation call with no change to thesis.

TELIA TELIA COMPANY AB
ORA ORANGE
TEL2A TELE2 A
TEL2B TELE2 B
03/12/26 March 12, 2026 1 EN
Amira Manai
  • Amira Manai
03/12/26 March 12, 2026 1 EN
Amira Manai
  • Amira Manai
03/12/26 March 12, 2026 1 FR
Russell Waller
  • Russell Waller
EUR 8648.00
ORA ORANGE

Orange (Buy, TP: €18.9, +7%) New EFCF guide justifies a Buy – more to...

Orange presented its vision for the next 3 years in Paris today. We attended, and give our initial thoughts in this short piece. In summary, we are Buyers of Orange, and heard enough to stay long-term positive on the name (even ex M&A). The cash story we wrote about at the time of the MasOrange (MO) buy-in (HERE) is coming through.

02/19/26 February 19, 2026 1 EN
Russell Waller
  • Russell Waller
EUR 8648.00
ORA ORANGE

Orange (Buy, TP: €18.9, +12%) Q4 25: Set-up nicely ahead of tomorrow’s...

Orange has reported a solid set of results, with Telco EBITDA c+0.7% ahead of consensus. French KPIs are solid, and French retail SR y/y growth is a little better sequentially.

02/18/26 February 18, 2026 1 EN
Russell Waller
  • Russell Waller
EUR 8648.00
EN BOUYGUES SA
ORA ORANGE

Altice France bonds (Equal Weight) Altice France equity (Neutral, TP: ...

After a quiet few weeks, press releases from the consortium this morning confirm that talks are still ongoing, and that due diligence is happening. The French press are reporting on a March deadline. We look at the implications of the release and reports in this short note.

EN BOUYGUES SA
ORA ORANGE
01/22/26 January 22, 2026 1 EN
Oliver Metzger ... (+2)
  • Oliver Metzger
  • Stephane Houri
CON CONTINENTAL AKTIENGESELLSCHAFT
MTX MTU AERO ENGINES AG
SBMO SBM OFFSHORE NV
GBF BILFINGER SE
RHM RHEINMETALL AG
EKI EKINOPS SA
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
RWE RWE AG
FIE FIELMANN AG
TUB TUBACEX S.A.
SAFE SAFESTORE HOLDINGS PLC
BOSN BOSSARD HOLDING AG
NKT NKT A/S
ALCUR ARCURE SA
FAST FASTNED
DEME DEME GROUP NV
TUI TUI AG
SCHOTT PHARMA AG
01/15/26 January 15, 2026 1 EN
Oliver Metzger ... (+2)
  • Oliver Metzger
  • Stephane Houri
CON CONTINENTAL AKTIENGESELLSCHAFT
MTX MTU AERO ENGINES AG
SBMO SBM OFFSHORE NV
GBF BILFINGER SE
RHM RHEINMETALL AG
EKI EKINOPS SA
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
RWE RWE AG
FIE FIELMANN AG
TUB TUBACEX S.A.
SAFE SAFESTORE HOLDINGS PLC
BOSN BOSSARD HOLDING AG
NKT NKT A/S
ALCUR ARCURE SA
FAST FASTNED
DEME DEME GROUP NV
TUI TUI AG
SCHOTT PHARMA AG
01/15/26 January 15, 2026 1 FR
Amira Manai
  • Amira Manai
01/15/26 January 15, 2026 1 EN
Amira Manai
  • Amira Manai
01/15/26 January 15, 2026 1 FR
James Ratzer
  • James Ratzer
EUR 8648.00
DTE Deutsche Teleko...
TELIA Telia Company A... ... (+4)

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.

DTE DEUTSCHE TELEKOM AG
TELIA TELIA COMPANY AB
ORA ORANGE
VOD LN VODAFONE GROUP
12/17/25 December 17, 2025 1 EN
Russell Waller
  • Russell Waller
EUR 8648.00
ORA ORANGE

Orange (Buy, TP: €17, +24%) Spain buy-in, target increases to €17, +24...

Late on Friday evening Orange announced that it had agreed to buy out the 50% share in MasOrange (MO) it didn’t own for €4.25bn.

11/03/25 November 3, 2025 1 EN
Russell Waller
  • Russell Waller
EUR 8648.00
ORA ORANGE

Orange (Buy, TP: €16.2, +15%) Q3 25: Solid numbers, Group EBITDAaL gui...

Orange has reported a solid set of results, with Telco revenue and EBITDA in-line with consensus expectations; Bank losses are lower than expected and Group EBITDAaL guidance has been lifted as a result (despite a small downgrade to OBS guidance).

10/23/25 October 23, 2025 1 EN
Amira Manai
  • Amira Manai
10/15/25 October 15, 2025 1 EN
Jeremy Garnier ... (+2)
  • Jeremy Garnier
  • Thomas Zlowodzki
ORA ORANGE SA
EN BOUYGUES SA
EKI EKINOPS SA
FAE FAES FARMA S.A.
SUN SULZER AG
VIS VISCOFAN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ALBFR SIDETRADE SA
OREGE OREGE SA
VOS VOSSLOH AG
NSI NSI N.V.
VK VALLOUREC SA
BAR BARCO NV
ONE ONE UNITED PROPERTIES SA
TEN TENARIS S.A.
HAVAS HAVAS N.V
10/15/25 October 15, 2025 1 FR
Amira Manai
  • Amira Manai
10/15/25 October 15, 2025 1 FR
Russell Waller
  • Russell Waller
EUR 8648.00
EN BOUYGUES SA
ORA ORANGE ... (+3)

Orange (Buy, TP: €16.4, +21%) Bouygues (Buy, TP: €54, +39%) Altice Fra...

After months of speculation, there is finally an offer for SFR in France. The deal structure is a lot more complicated than we thought it would be, but we think the offer is a fair one. We think the offer implies a synergy payment of €4.2bn, and values the SFR equity at €15/share, if XpFibre, UltraEdge, ATS, Intelcia, and FOT are indeed worth €4bn, as the release suggests.

EN BOUYGUES SA
ORA ORANGE
SFRFP ALTICE FRANCE (SFR)
10/15/25 October 15, 2025 1 EN
Russell Waller
  • Russell Waller
EUR 8648.00
EN BOUYGUES SA
ORA ORANGE

Orange (Buy, TP: €16.4, +21%) Bouygues (Buy, TP: €54, +39%) Altice Fra...

After months of speculation, there is finally an offer for SFR in France. The deal structure is a lot more complicated than we thought it would be, but we think the offer is a fair one.

EN BOUYGUES SA
ORA ORANGE
10/15/25 October 15, 2025 1 EN
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