COMPANY
Telefonica
TEF:SM
Primary coverage by James Ratzer
Research
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Fibre-to-the Future Conference Summary: Top Ten TakeawaysMarch 22, 2024 — James Ratzer
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Telefonica (Buy): FCF generation should help to drive equity storyFebruary 22, 2024 — James Ratzer
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Telefonica Deutschland: Q4 23 – Market rationality looks to persistFebruary 21, 2024 — James Ratzer
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Orange Masmovil approval: A good outcome. A compliant EC? More M&A to comeFebruary 20, 2024 — James Ratzer and Russell Waller
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VMO2: Deeper-dive on the disappointing outlookFebruary 16, 2024 — James Ratzer