reports
- Ben Rickett
- James Ratzer
- Russell Waller
EU Telecoms: Half-time 2025 Review Sector has outperformed: More sele...
The European Telecoms continues to outperform: up 17% YTD vs. the market up 10%. While this is great to see, adding to the 12pp outperformance in 2024 and supporting our investment thesis of improving regulation, it does mean the equity upside story from here is becoming more selective.
- Jan Frederik Slijkerman
Telia performs well/Bredband2 acquisition doesn't come cheap
Telia reported solid 2Q25 results which were in line with expectations. However, the most interesting news was its bid for Bredband2, a large Swedish provider of broadband services. Although we think the intended acquisition comes somewhat expensive, we like the potential improvement of Telia's broadband market share to c.41.5% in Sweden. Regulatory approval for the transaction is very well possible when comparing Sweden with other European countries. Telia's credit profile continues to look sou...
- Russell Waller
Telia (Buy from Neutral, TP: SEK 40, +15%) OpEx execution (& M&A) lif...
It has been a busy few days for Telia: it reported a good set of Q2 results last week and announced a deal to sell its Latvian business and a deal to buy Swedish fibre provider Bredband2. We look at these events in this report, and upgrade Telia to a Buy.
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- Hilde Van Boxstael
- Michiel Declercq
- Wim Hoste
CMB.TECH's update on the Golden Ocean merger process
CMB.TECH's update on the Golden Ocean merger process Antwerp, July 17, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext Brussels: CMBT) (“CMB.TECH”) provides a market update on the progress of the stock-for-stock merger between CMB.TECH and Golden Ocean Group Limited (NASDAQ: GOGL & Euronext Oslo Børs: GOGL) ("Golden Ocean"). The transaction is structured as a merger, with Golden Ocean merging with and into CMB.TECH Bermuda Ltd. ("CMB.TECH Bermuda”), a wholly-owned subsidiary of CMB.TECH, with CMB.TECH Bermuda as the surviving company (the “Merger”). In the framework of the M...
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
- Simon Brun
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
- Simon Brun
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
- Simon Brun
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
- Simon Brun
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
- Patrik Brattelius
- Simon Brun
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
- Simon Brun
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
Evolution AB: 1 director
A director at Evolution AB bought 100,000 shares at 671.272SEK and the significance rating of the trade was 72/100. 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 clearl...
Telia Company AB: 1 director
A director at Telia Company AB bought 5,600 shares at 35.500SEK and the significance rating of the trade was 52/100. 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 clear...
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
- Hilde Van Boxstael
- Kristof Samoy
- Wim Lewi
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