View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports

Vodafone Group: 1 director

A director at Vodafone Group bought 823,500 shares at 69p and the significance rating of the trade was 100/100. 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 sh...

Carole Braudeau
  • Carole Braudeau

Credit Morning 03/28/2024

Ardagh set to receive offers for Trivium Klockner Pentaplast: another very weak performance in Q4 Moody’s cuts Altice France’s corporate rating to Caa2/negative from B3/negative Casino: successful implementation of the financial restructuring>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 28/03/2024

Ardagh s’apprêterait à recevoir des offres pour Trivium Klockner Pentaplast : une performance à nouveau très faible au T4 Moody’s dégrade le rating d’Altice France de B3/négative à Caa2/négative Casino : réalisation effective de la restructuration financière>...

 PRESS RELEASE

Press release: Orange issues 700 million euros of hybrid notes

Press release: Orange issues 700 million euros of hybrid notes Press releaseParis, 28 March 2024 NOT FOR DISTRIBUTION IN THE UNITED STATES OF AMERICA Orange issues 700 million euros of hybrid notes Orange S.A. (the Company) successfully priced the issuance of €700 million undated deeply subordinated fixed to reset rate notes with a first call date as of 15 December 2030 and with a fixed coupon of 4.50% until the first reset date (the New Notes). The New Notes are intended to be admitted to trading on Euronext Paris. It is also expected that the rating agencies will assign the New Notes ...

 PRESS RELEASE

Communiqué : Orange émet 700 millions d’euros d'obligations hybrides

Communiqué : Orange émet 700 millions d’euros d'obligations hybrides Communiqué de presseParis, 28 mars 2024 NE PAS DISTRIBUER AUX ETATS-UNIS D’AMÉRIQUE Orange émet 700 millions d’euros d'obligations hybrides Orange S.A. (la Société) a émis 700 millions d’euros d’obligations super-subordonnées à durée indéterminée, incluant une première option de remboursement anticipé au gré de la Société à partir du 15 décembre 2030 et portant intérêt à taux fixe réajustable, avec un coupon de 4,50% jusqu’à la première date d’ajustement (les Nouvelles Obligations). Il est prévu que les Nouvelles Oblig...

Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Delphine Brault
  • Sven Edelfelt

ODDO : Focus on Construction: a bitter present (2024), a sweeter futur...

With the exception of the US, construction markets should continue to shrink in 2024 (-2% in Europe) before rebounding on the back of lower interest rates. Against this backdrop, groups will be differentiated mainly on the basis of their resilience (geographical and price/cost mix), capital allocation (and special situations) and valuation. In this context, we are upgrading our recommendations on KONE (modernisation as an alternative source of growth to China) and Holcim (a subst...

Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Delphine Brault
  • Sven Edelfelt

ODDO : Focus construction : un présent amer (2024), un futur plus doux...

Hormis les Etats-Unis, les marchés de la construction devraient continuer à reculer en 2024 (-2% en Europe) avant de rebondir à la faveur d’une baisse des taux. Dans ce contexte, la différenciation entre les groupes se fera essentiellement sur leur capacité de résistance (mix géographique et prix/ coûts), l’allocation du capital (et situations spéciales) et leur valorisation. Face à cet environnement, nous relevons nos recommandations sur KONE (la modernisation comme relais de la...

Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Delphine Brault
  • Sven Edelfelt

ODDO : Focus on Construction: a bitter present (2024), a sweeter futur...

With the exception of the US, construction markets should continue to shrink in 2024 (-2% in Europe) before rebounding on the back of lower interest rates. Against this backdrop, groups will be differentiated mainly on the basis of their resilience (geographical and price/cost mix), capital allocation (and special situations) and valuation. In this context, we are upgrading our recommendations on KONE (modernisation as an alternative source of growth to China) and Holcim (a subst...

Pierre François Merveille
  • Pierre François Merveille
IPS IPSOS SA
AMS AMS AG ... (+6)

Orange : Feedback 5th TMT Credit Days – 20 & 21 March 2024

On 20 & 21 March, we organized our 5th TMT credit days with eight issuers in the telecoms, media and technology sectors: ams OSRAM, Cellnex, Ipsos, Masmovil, Nexi, Orange, SoftBank Group and Worldline. 84 credit investors registered to the event. - This document summarizes our feedback of the virtual meetings by issuer. - > - - - ...

Pierre François Merveille
  • Pierre François Merveille
IPS IPSOS SA
AMS AMS AG ... (+6)

Orange : Feedback 5th TMT Credit Days – 20 & 21 March 2024

On 20 & 21 March, we organized our 5th TMT credit days with eight issuers in the telecoms, media and technology sectors: ams OSRAM, Cellnex, Ipsos, Masmovil, Nexi, Orange, SoftBank Group and Worldline. 84 credit investors registered to the event. - This document summarizes our feedback of the virtual meetings by issuer. - > - - - ...

Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Delphine Brault
  • Sven Edelfelt

ODDO : Focus construction : un présent amer (2024), un futur plus doux...

Hormis les Etats-Unis, les marchés de la construction devraient continuer à reculer en 2024 (-2% en Europe) avant de rebondir à la faveur d’une baisse des taux. Dans ce contexte, la différenciation entre les groupes se fera essentiellement sur leur capacité de résistance (mix géographique et prix/ coûts), l’allocation du capital (et situations spéciales) et leur valorisation. Face à cet environnement, nous relevons nos recommandations sur KONE (la modernisation comme relais de la...

Carole Braudeau
  • Carole Braudeau

Credit Morning 03/27/2024

Closing of the JV agreement in Spain between Orange and Masmovil Emeria reports weak Q4 The Italian State sells 12.5% of BMPS capital on the market, reducing its stake to 26.7%.>...

 PRESS RELEASE

Press release: Orange intends to issue a new series of Euro-denominate...

Press release: Orange intends to issue a new series of Euro-denominated hybrid notes and to launch a tender offer on some of its outstanding hybrid notes Press releaseParis, 27 March 2024 NOT FOR DISTRIBUTION IN THE UNITED STATES OF AMERICA Orange intends to issue a new series of Euro-denominated hybrid notes and to launch a tender offer on some of its outstanding hybrid notes Orange S.A. (the Company) is today announcing its intention to issue Euro denominated undated deeply subordinated fixed to reset rate notes with a first call date as of 15 December 2030 (the New Notes). The pricin...

 PRESS RELEASE

Communiqué : Orange a l’intention d’émettre une nouvelle souche d'obli...

Communiqué : Orange a l’intention d’émettre une nouvelle souche d'obligations hybrides et de lancer une offre de rachat sur certaines de ses obligations hybrides existantes Communiqué de presseParis, 27 mars 2024 NE PAS DISTRIBUER AUX ETATS-UNIS D’AMÉRIQUE Orange a l’intention d’émettre une nouvelle souche d'obligations hybrides et de lancer une offre de rachat sur certaines de ses obligations hybrides existantes Orange S.A. (la Société) annonce aujourd’hui son intention d’émettre une nouvelle souche d’obligations super-subordonnées à durée indéterminée libellées en euros, incluant une p...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 27/03/2024

Closing de la création de la JV à 50-50 entre Masmovil et Orange en Espagne Emeria publie un T4 faible L’Etat italien cède dans le marché 12.5% du capital de BMPS et ramène sa participation à 26.7%>...

Research Department
  • Research Department

IBERIAN DAILY 27 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: BBVA, MERLIN, SACYR, TELEFÓNICA. Stock markets continue to climb European stock exchanges saw new gains, underpinned by the statements made by several ECB members in favour of the commencement of the rate cut cycle. In the STOXX 600, Retail and Financials led gains, whereas cyclical sectors linked to raw materials such as Energy and Basic Resources saw the worst performance. On the macro side, in Spain, the final 4Q’23 GDP confirmed the preliminary 0.6%, ending 2013 with 2.3% gro...

Research Department
  • Research Department

INFORME DIARIO 27 MARZO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BBVA, MERLIN PROPERTIES, SACYR, TELEFÓNICA. La bolsa no frena los ascensos Las bolsas de Europa volvieron a registrar avances, apoyadas en las declaraciones de varios miembros del BCE a favor del inicio del ciclo de recortes de tipos. En el STOXX 600, lideraron las subidas Retail y financieros como Bancos mientras que cíclicos relacionados con las materias primas como Energía y R. Básicos fueron los de peor comportamiento. Por el lado macro, en Es...

David Vagman ... (+2)
  • David Vagman
  • CFA

Proximus/Faustian pact/HOLD (previously Sell)

We upgrade Proximus from Sell to HOLD and cut our target price from €9.1 to €7.5. Proximus is negotiating complex fibre cooperation agreements to achieve fixed infra monopolies, likely in medium and less dense areas. We expect improved wholesale rates but tougher competition, the trade-off from the ‘faustian pacts' that are in our view fully open fixed networks and the MVNO deal with Digi. We see Digi taking >10% mobile market share, c.4% in fixed by 2030. In Flanders medium dense areas, we thin...

 PRESS RELEASE

EQS-News: Telefónica Deutschland's Management Board and Supervisory Bo...

EQS-News: Telefónica Deutschland Holding AG / Key word(s): Offer/Statement Telefónica Deutschland's Management Board and Supervisory Board jointly recommend acceptance of the public delisting acquisition offer 26.03.2024 / 17:32 CET/CEST The issuer is solely responsible for the content of this announcement. Management Board and Supervisory Board jointly recommend acceptance of the public delisting acquisition offer  The Management Board and the Supervisory Board of Telefónica Deutschland Holding AG ("Telefónica Deutschland") today issued their Joint Reasoned Statement o...

 PRESS RELEASE

EQS-News: Vorstand und Aufsichtsrat der Telefónica Deutschland empfehl...

EQS-News: Telefónica Deutschland Holding AG / Schlagwort(e): Übernahmeangebot/Stellungnahme Vorstand und Aufsichtsrat der Telefónica Deutschland empfehlen gemeinsam die Annahme des öffentlichen Delisting-Erwerbsangebots 26.03.2024 / 17:32 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Der Vorstand und der Aufsichtsrat empfehlen gemeinsam die Annahme des öffentlichen Delisting-Erwerbsangebots  Der Vorstand und der Aufsichtsrat der Telefónica Deutschland Holding AG („Telefónica Deutschland“) haben heute ihre gemeinsame begründete Ste...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch