Communications Services: Europe
James Ratzer heads up the European Communication Services research team and was one of the initial founding partners. In the most recent II survey, James was named as the number 1 ranked individual independent research analyst across all sectors. Prior to helping found New Street Research, he led the Telecoms Research team at UBS, where the team was no. 1 ranked, and he was individually ranked as a number 1 analyst. Away from the office, James is a keen cyclist.
Revisiting the CityFibre debt syndicationMay 24, 2023 —  James Ratzer
DT: New framework agreement with housing industry association. Our take.May 22, 2023 —  James Ratzer
Vodafone (Buy): Organic turnaround is possible and is neededMay 19, 2023 —  James Ratzer
BT (Buy): Weak FCF guide overshadows core performanceMay 18, 2023 —  James Ratzer
Vodafone: Evolutionary, rather than revolutionary. Thoughts post-callMay 16, 2023 —  James Ratzer