reports
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Telecom Operators Research
- Herman Caspersen
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
Telenor ansetter nye medlemmer av konsernledelsen
Telenor ansetter nye medlemmer av konsernledelsen Telenor Group har ansatt Jon Omund Revhaug som leder for Telenor Asia og Sigvart Voss Eriksen som leder for Telenor Nordics. De starter begge i stillingene senest i løpet av april. - Med Jon Omund og Sigvart får vi solid erfaring fra telekombransjen, og ikke minst to ledere i våre viktigste forretningsområder som er opptatt av å skape gode kundeopplevelser. Begge har vist at de bygger lag som leverer sterke resultater, sier konsernsjef Benedicte Schilbred Fasmer. Omfattende telekomerfaring – Cybersikkerhet og teknologi er avgjørende for å...
Telenor ASA: 1 director
A director at Telenor ASA bought 4,000 shares at 128.200NOK and the significance rating of the trade was 69/100. 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 clearly s...
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
Telenor’s New CEO is in place
Telenor’s New CEO is in place Fornebu, Norway – December 2, 2024 – Benedicte Schilbred Fasmer has her first official day as CEO of Telenor today. She is already well underway getting to know Telenor's people and business in the Nordics and Asia. Until recently, Fasmer has been CEO of Sparebank1 Sør-Norge. She has spent the last few weeks meeting new colleagues in Telenor. "Telenor has a strong footprint in both the Nordics and Asia. I will now use some time to listen, learn and understand our business, customers and people. Fortunately, I have had the opportunity to get a head start in ...
Telenors nye konsernsjef er på plass
Telenors nye konsernsjef er på plass (Fornebu, 02. desember 2024) Benedicte Schilbred Fasmer har sin første offisielle dag som Telenor-sjef mandag. Hun er allerede godt i gang med å bli kjent med nye kolleger og Telenors virksomhet i Norden og Asia. Fasmer har inntil nylig vært konsernsjef i Sparebank1 Sør-Norge. De siste ukene har hun brukt til å møte nye kolleger i Telenor-konsernet. - Telenor har et bredt nedslagsfelt både i Norden og Asia. Jeg vil bruke den første tiden til å lytte, lære og bli godt kjent med virksomheten, kundene og folkene våre. Heldigvis har jeg hatt muligheten t...
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- Jan Frederik Slijkerman
A-rated TMT credit investments/Better credits at similar spreads
In this report we evaluate the single-A TMT space. We argue that the notes of Wolters Kluwer, Relx, Swisscom and ASML look attractive. The notes of SAP and Telenor look to trade at fair value. As spread curves trade rather flat, we prefer notes in the belly of the curves. In this note we provide a summary of our general findings, followed by company descriptions.
- Jan Frederik Slijkerman
TMT hybrid yields trended lower/Move up in quality
In this report we evaluate spreads in the TMT hybrids space. Over the year, TMT hybrid notes have performed well. However, we now think the tightening potential over senior notes is more limited. One can move up in quality (or lower duration) without giving up much additional spread.
- Russell Waller
- ABGSC Telecom Operators Research
- Herman Caspersen
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- ABGSC Telecom Operators Research
- Herman Caspersen
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Stefan Gauffin
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- Russell Waller
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
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