TELECOMS INCH HIGHER
21/05/25 -"Two months ago (25-03: Telcos have their epiphany moment) we expressed surprise at the then-ytd performance of the sector. At the time, markets still had a positive mindset about the Trump policies ..."
Pages
62
Language
English
Published on
21/05/25
You may also be interested by these reports :
02/06/25
We have incorporated TR’s FY24 published accounts into our model and revised our FY24–27 earnings forecasts upward, supported by a ...
30/05/25
We have incorporated the FY24 published accounts in our model. Given the continued weakness in the Q1 refining margins ($13.2/bbl vs. $13.3 in FY24), ...
28/05/25
We have factored in SBM Offshore’s strong FY24 results and raised the baseline backlog to $35.1bn (from $28bn). With limited competition in the ...
28/05/25
We have updated our model following the FY24 results, with the backlog and pipeline strength supporting the upward revision to our FY26–27 EPS ...