Free Trial
Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
CREDIT UPDATE
Earnings:
- American Tower – Solid earnings; broadly in line though leverage 0.2x higher.
- Cellnex – Solid in-line results with leverage falling below 7x; focus on 05 March CMD.
- Chorus Ltd – Healthy H1 with FY outlook confirmed; CEO to stepdown.
- Dell – Good results with market focused on AI-linked server sales; leverage now in line with management target.
- Digi – Strong in-line earnings; leverage -0.2x to 2.5x QoQ despite high CapEx.
- SES – Beat on revenue; leverage fell 2x YoY on C-Band funds, capital allocation update this summer.
- UMG – Good results, particularly on top-line; Cost-savings announced in wake of TikTok fallout.
- Worldline – Miss on Q4 org sales; risk-off sentiment on vague MT targets.
News
- Vodafone and Swisscom in exclusive talks for the sale of Vodafone Italia.
- Rumours that Vodafone is an acquisition target.
- Iliad and NJJ agree to acquire ~19% stake in Tele2 from Kennevik.
- Bouygues plans to acquire La Poste Telecom from La Poste and Altice France.
- Cellnex exploring options for its Polish unit.
- Orange negotiating with BNP Paribas for banking operations transition.
- AT&T credit to disrupted customers not a threat to guidance.
- Telepeformance curve sold off on Klarna disruption concerns.
Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
We are facing technical issues, please contact our team.
ok
Your request was sent sucessfully! Our team will contact you soon.
ok