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ABGSC Consumer Goods Research ... (+3)
  • ABGSC Consumer Goods Research
  • Benjamin Wahlstedt
  • Mikkel Kousgaard Rasmussen
 PRESS RELEASE

Telenor og Vodafone inngår strategisk innkjøpspartnerskap

Telenor og Vodafone inngår strategisk innkjøpspartnerskap (London/Oslo, 1. oktober 2025) Telenor Group og Vodafone Group kunngjør i dag et nytt strategisk partnerskap mellom sine globale innkjøpsorganisasjoner, Telenor Procurement Company og Vodafone Procurement Company. Målet med partnerskapet er å utnytte volumet og de globale kapabilitetene til begge konsernene på sentrale innkjøpsområder. Telenor og Vodafone betjener over 550 millioner kunder i 23 land. Sammen håndterer Telenor Procurement Company og Vodafone Procurement Company et samlet årlig innkjøpsvolum på over 26 milliarder euro ...

 PRESS RELEASE

Telenor and Vodafone Agree Strategic Procurement Partnership

Telenor and Vodafone Agree Strategic Procurement Partnership Oslo/London – 1. October 2025 – Telenor Group and Vodafone Group today announce a new strategic partnership between their respective global procurement organisations, Telenor Procurement Company and Vodafone Procurement Company. The strategic partnership aims to leverage the scale and global capabilities of both groups across major areas of procurement.   Telenor and Vodafone serve over 550 million customers across 23 countries. Together, Telenor Procurement Company and Vodafone Procurement Company leverage a combined annual spen...

ABGSC Consumer Goods Research ... (+3)
  • ABGSC Consumer Goods Research
  • Benjamin Wahlstedt
  • Mikkel Kousgaard Rasmussen
James Ratzer ... (+2)
  • James Ratzer
  • Russell Waller

Why you should be reading the Tariff Tracker – a leading SR indicator

We publish monthly front book pricing data in our Tariff Tracker product. In this report we show some new analysis looking at how front book tariffs are a good leading indicator for service revenue trends in mobile and fixed, including new work looking at discounted and undiscounted prices.

ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
 PRESS RELEASE

Telenor Subsidiary Secures €15 Million Nordic Defence Contracts

Telenor Subsidiary Secures €15 Million Nordic Defence Contracts Fornebu, Norway – 26 August 2025 – Telenor’s Finnish subsidiary KNL has received orders worth €15 million under a ten-year framework agreement signed earlier this year with the Finnish and Swedish Armed Forces. The contracts come at a time when secure and independent communication capabilities are increasingly critical for national defence and regional stability, particularly amid heightened geopolitical uncertainty in Europe. “These contracts underscore the growing demand for secure, resilient communication solutions in an i...

 PRESS RELEASE

Telenor-selskap sikrer forsvarskontrakter verdt 170 millioner kroner

Telenor-selskap sikrer forsvarskontrakter verdt 170 millioner kroner (Fornebu, 26. august 2025) Telenors finske datterselskap KNL har sikret seg ordre verdt over 170 millioner kroner gjennom en tiårig rammeavtale med det finske og svenske forsvaret. Kontraktene kommer i en tid der sikre og uavhengige kommunikasjonsløsninger er stadig viktigere for nasjonal beredskap og regional stabilitet, særlig i lys av økt geopolitisk usikkerhet i Europa. – Disse kontraktene understreker den økende etterspørselen etter sikre og robuste kommunikasjonsløsninger i en tid med stadig mer komplekse sikkerhet...

Novo Nordisk AS: 1 director

A director at Novo Nordisk AS bought 2,350 shares at 349.044DKK and the significance rating of the trade was 61/100. 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 Consumer Goods Research ... (+3)
  • ABGSC Consumer Goods Research
  • Benjamin Wahlstedt
  • Mikkel Kousgaard Rasmussen
ABGSC Consumer Goods Research ... (+3)
  • ABGSC Consumer Goods Research
  • Benjamin Wahlstedt
  • Mikkel Kousgaard Rasmussen
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
ABGSC Telecom Operators Research ... (+4)
  • ABGSC Telecom Operators Research
  • Herman Caspersen
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
ABGSC Telecom Operators Research ... (+4)
  • ABGSC Telecom Operators Research
  • Herman Caspersen
  • Oscar Rönnkvist
  • Øystein Elton Lodgaard

Pandora A/S: Pandora faces tariff headwinds and margin hit, but strong...

Despite near-term pressure, Pandora’s global scale, vertical integration, and robust digital platform provide flexibility to absorb additional costs and maintain solid credit metrics.

Ben Rickett ... (+3)
  • 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.

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Pandora A/S and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 16 July 2025 in which we reassessed the appropriateness of the ratings in the context of the re...

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