reports
- Ben Rickett
- James Ratzer
United Internet/ 1&1 Share offer suggests hidden value at 1&1
United Internet has announced a voluntary public offer for a further 9% of 1&1 at €18.5/ share, indicating that they continue to see value in 1&1 at these levels. In this quick note we discuss where they potentially see value that the market doesn’t, and implications for the network build.
- Ahmed Ben Salem
EQNR EQUINOR ASA
ENGI ENGIE SA.
GALP GALP ENERGIA SGPS SA CLASS B
GFC GECINA SA
ALV ALLIANZ SE
ITRK INTERTEK GROUP PLC
ENI ENI S.P.A.
RWE RWE AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
SPSN SWISS PRIME SITE AG
SIE SIEMENS AG
BP. BP P.L.C.
DNP DINO POLSKA S.A.
LAND LAND SECURITIES GROUP PLC
SHEL SHELL PLC
NOVO B NOVO NORDISK A/S
AGN AEGON N.V.
- Ahmed Ben Salem
EQNR EQUINOR ASA
ENGI ENGIE SA.
GALP GALP ENERGIA SGPS SA CLASS B
GFC GECINA SA
ALV ALLIANZ SE
ITRK INTERTEK GROUP PLC
ENI ENI S.P.A.
RWE RWE AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
SPSN SWISS PRIME SITE AG
SIE SIEMENS AG
BP. BP P.L.C.
DNP DINO POLSKA S.A.
LAND LAND SECURITIES GROUP PLC
SHEL SHELL PLC
NOVO B NOVO NORDISK A/S
AGN AEGON N.V.
- Stephane Beyazian
- Stephane Beyazian
- Julian Dobrovolschi
ENGI ENGIE SA.
EN BOUYGUES SA
HNR1 HANNOVER RUECK SE
CEZ CEZ AS
KBC KBC GROUP N.V.
RF EURAZEO SA
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
ENI ENI S.P.A.
RWE RWE AG
VER VERBUND AG CLASS A
DTE DEUTSCHE TELEKOM AG
ANA ACCIONA SA
BC8 BECHTLE AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
SIE SIEMENS AG
PIRC PIRELLI & C. S.P.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
SYENS SYENSQO
CVC CVC CAPITAL PARTNERS PLC
- Julian Dobrovolschi
ENGI ENGIE SA.
EN BOUYGUES SA
HNR1 HANNOVER RUECK SE
CEZ CEZ AS
KBC KBC GROUP N.V.
RF EURAZEO SA
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
ENI ENI S.P.A.
RWE RWE AG
VER VERBUND AG CLASS A
DTE DEUTSCHE TELEKOM AG
ANA ACCIONA SA
BC8 BECHTLE AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
SIE SIEMENS AG
PIRC PIRELLI & C. S.P.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
SYENS SYENSQO
CVC CVC CAPITAL PARTNERS PLC
- James Ratzer
- Stephane Beyazian
- Stephane Beyazian
- Alvaro del Pozo
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Research Department
INFORME DIARIO 15 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, ENAGÁS. EUROPA: ALLIANZ, DEUTSCHE TELEKOM, SIEMENS. El Ibex sigue imparable Pese a ser una jornada de caídas en la mayoría de las bolsas europeas Italia y España sumaron otra sesión más al alza con el Ibex superando la barrera de los 13.800 puntos. En el STOXX 600 la mayoría de sectores (15/20) cerraron con pérdidas, lideradas por B. de Consumo y Farma frente a Construcción y Bancos que fueron los que más subieron. Por el ...
- Ben Rickett
- James Ratzer
United Internet/ 1&1 1Q25: Service revenue stable, as mobile pricing ...
United Internet reported solid Q1 results, supported by accelerating growth in IONOS’s AdTech business (although not yet from demand for sovereign European cloud solutions). 1&1 reported stable Q1 service revenue growth, with an improving mobile pricing environment providing greater confidence that the guidance can be achieved this year. Meanwhile the mobile network build rumbles on, supported by a new €800m ECA loan from Japan.
- Stephane Beyazian
- Stephane Beyazian
- Bruno Cavalier
- Jerôme Bodin
OUT1V OUTOKUMPU OYJ
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
UTDI UNITED INTERNET AG
SZG SALZGITTER AG
DEC JCDECAUX SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
NDA AURUBIS AG
ADN1 ADESSO AG
TECN TECAN GROUP AG
CCC CCC SA
MONC MONCLER SPA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
POST OSTERREICHISCHE POST AG
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HGEA HGEARS AG
ONE ONE UNITED PROPERTIES SA
ORP ORPEA
- Bruno Cavalier
- Jerôme Bodin
OUT1V OUTOKUMPU OYJ
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
UTDI UNITED INTERNET AG
SZG SALZGITTER AG
DEC JCDECAUX SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
NDA AURUBIS AG
ADN1 ADESSO AG
TECN TECAN GROUP AG
CCC CCC SA
MONC MONCLER SPA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
POST OSTERREICHISCHE POST AG
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HGEA HGEARS AG
ONE ONE UNITED PROPERTIES SA
ORP ORPEA
Laurent-Perrier : Déclaration mensuelle des droits de vote au 30.04.20...
Laurent-Perrier : Déclaration mensuelle des droits de vote au 30.04.2025 Laurent-PerrierSociété anonyme à Directoire et Conseil de Surveillanceau capital de 22.594.271,80 eurosSiège Social : 32, avenue de Champagne 51150 Tours-sur-MarneRCS Reims B 335 680 096 Informations relatives au nombre total de droits de vote et d’actions composant le capital socialArticle L 233-8 II du Code de commerce et l’article 223-16 du Règlement Général de l’Autorité des Marchés Financiers DateNombre d'actions composant le capitalNombre total de droits de vote, y compris les actions privées de droit de voteNom...
- Chris Hoare
Global EM Telcos Capex in steep decline; underpins EFCF growth
We analyze the capex history & outlook for Global EM Telcos. For this group capex is falling rapidly (-12% in 2024 in US$) as competitive intensity improves and markets consolidate. Excluding China and India, EM Telco capex is already down 23% from peak.
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.