Research

• DT: New framework agreement with housing industry association. Our take.

  May 22, 2023  —  James Ratzer
• Vodafone (Buy): Organic turnaround is possible and is needed

  May 19, 2023  —  James Ratzer
• Vodafone: Evolutionary, rather than revolutionary. Thoughts post-call

  May 16, 2023  —  James Ratzer
• Vodafone: FY results – Margherita setting out her stall

  May 16, 2023  —  James Ratzer
• CALL SLIDES: Implications from German TV/ FTTH Housing Association Law changes

  May 5, 2023  —  James Ratzer

Events