Research

• Global Telecom High Yield Quarterly Q3 23

  December 7, 2023  —  Russell Waller
• Feedback from meetings in the Netherlands - risks for KPN and VodZiggo, upside for Odido/Delta

  November 14, 2023  —  Russell Waller and James Ratzer
• No Halloween nightmare from rising bond yields

  October 31, 2023  —  James Ratzer, Ben Rickett and Russell Waller
• High Yield Quarterly Review Q1 23: Leverage up to 4.7x, EBITDA growth down to +0.9% y/y

  June 2, 2023  —  Russell Waller
• Liberty Global (Buy): Q4 22: Strong FCF guide supported by VMO2

  February 23, 2023  —  James Ratzer

Events