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James Ratzer
  • James Ratzer

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.

Sopra Steria Group: 1 director

A director at Sopra Steria Group bought 2,000 shares at 130.251EUR and the significance rating of the trade was 85/100. 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 cl...

Russell Waller
  • Russell Waller

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.

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