Telefonica Deutschland Holdings

Telefonica Deutschland Holding is a telecommunication company. Co. offers its consumer retail and business customers postpaid and prepaid wireless communications products, along with wireless data services using Global Packet Radio Service, Universal Mobile Telecommunications System and Long Term Evolution technology as well as Digital Subscriber Line wireline telephony and high-speed internet services. Co. markets its products and its wireless and wireline communications products as well as services via the core brand O2. Co.'s secondary brands include the brands Fonic and netzclub. Co. also markets high-speed DSL internet access and wireline telephony.
  • TickerO2D
  • ISINDE000A1J5RX9
  • SectorMobile Telecommunications
  • CountryGermany
Alexandre Iatrides

ODDO : Recap on the controversy over the limiting of flat-rate mobile packages

>The Senate and the national digital council (Conseil National du Numérique) advocate capping fixed and mobile flat-rate packages - The Conseil National du Numérique published a 160-page roadmap on the environment and digital containing 50 measures, backed by several points to consider. Among the 11 proposals of measure 7 “Limiting the environmental footprint of network design and deployment, the CNNum proposes “encouraging flat-rate packages with limited consumption,...

Alexandre Iatrides

ODDO : Recap on the controversy over the limiting of flat-rate mobile packages

>The Senate and the national digital council (Conseil National du Numérique) advocate capping fixed and mobile flat-rate packages - The Conseil National du Numérique published a 160-page roadmap on the environment and digital containing 50 measures, backed by several points to consider. Among the 11 proposals of measure 7 “Limiting the environmental footprint of network design and deployment, the CNNum proposes “encouraging flat-rate packages with limited consumption,...

Alexandre Iatrides

ODDO : Retour sur la polémique autour de la limitation des forfaits mobiles

>Le Sénat et le Conseil national du numérique préconisent un plafonnement des forfaits fixes et mobiles - Le Conseil National du Numérique a publié une feuille de route sur l’environnement et le numérique de 160 pages comprenant 50 mesures, elles-mêmes étayées par plusieurs pistes de réflexions. Parmi les 11 propositions de la mesure 7 « Limiter l’empreinte environnementale de la conception et du déploiement des réseaux », le CNNum propose « d’encourager les forfaits ...

Russell Waller

New Street: W. Europe Mobile Tariff Tracker July 2020: More for more in Germany; Unlimited in Norway

Average mobile price growth in Europe was broadly stable at -2.3% YoY in July (vs. -2.1% in June), with better trends in Switzerland, France and Germany offsetting declines in Austria and Norway.

Alexandre Iatrides

Telefonica Deutschland Holding AG : Q2 2020 mobile service revenues and OIBDA 2% below estimates

>Mobile service revenues and OIBDA 2% short of estimates - Telefonica Deutschland this morning reported revenues fully in line with estimates. The top line dipped by 0.5% yoy (-3% qoq) to € 1.79bn (ODDO BHF: € 1.79bn, Css € 1.79bn). Mobile service revenues fell by 3.3% yoy ( -2.7% qoq) to € 1.27bn (ODDO BHF: € 1.29m, Css € 1.3bn), which was slightly worse than expected and is explained by COVID-19 and other exceptional items, weighing in at € 62m. Postpaid added 158,...

Alexandre Iatrides

Telefonica Deutschland Holding AG : Revenus mobiles et OIBDA 2% sous les attentes au T2

>Revenus Mobile services et OIBDA 2% sous les attentes - Telefonica Deutschland a publié ce matin un CA pile en ligne avec les attentes, en diminution de 0.5% yoy (-3 % qoq) à 1,79 Md€ (ODDO BHF: 1,79 Md€, Css 1,79 Md€). Les revenus de services mobiles enregistrent une baisse de 3.3 % yoy (-2.7 % qoq) à 1,27 Md€ (ODDO BHF: 1.29 M€, Css 1.3 Md€) soit une baisse légèrement plus forte qu’attendu du fait d’un impact COVID + autres facteurs exceptionnels de 62 M€. Le segm...

ING
Hendrik Wiersma

Telefónica/2Q20 severely impacted by Covid-19, leaving no room for outperformance

Telefónica's 2Q20 results were significantly impacted by Covid-19 and negative exchange rate movements. The worst of the pandemic is now behind and with the gradual easing of Covid-19 measures the operational performance is expected to improve in the remainder of the year. Management continues to focus on debt reduction, both organically and via monetisation of assets. Telefónica trades close to Vodafone in maturities up to c.11 years and even inside in maturities up to 4 years. At current spread levels, we prefer Vodafone over Telefónica as we see no room for outperformance in the present env...

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Telefónica

TMT: Telefónica CEO expects boom in deals for European telcos

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/ Bank dividends, Telefónica & BP

Financials: The ESRB to recommend no dividends to be paid by EU banks or insurers until the end of 2020

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/PEPP, Telefónica, ENI & European Utilities

Strategy: PEPP expanded and extended but no sign of high yield support

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Société Générale and Telefónica

Financials Fitch downgrades Société Générale with execution risks and Covid-19 effects TMT EC's decision to block Hutchison's acquisition of Telefónica's O2 UK annulled

TELEFONICA DTL.HLDG.AG sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of TELEFONICA DTL.HLDG.AG (DE), a company active in the Integrated Telecommunications industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date February 4, 2020, the closing price was EUR 2.74 and its potential was estimated at EUR 3.06.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Expert Corporate Governance Service (ECGS)

Telefónica Deutschland – AGM 20 May 2020

General: The AGM is to be held in the form of a virtual AGM in accordance with the German Law to Mitigate the Consequences of the COVID-19 Pandemic. The physical presence of shareholders or their authorised proxies is not possible. The voting rights may therefore be exercised solely by postal vote or by granting authority to the proxies designated by the Company.   Item 2: We recommend to oppose the dividend proposal as the Company does not provide any justification why the dividend payment exceeds consolidated earnings for the eighth consecutive year.   Item 4: The remuneration system for...

Telefonica Deutschland – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

Etude de l'AG du 9/05/2017

General: The Company has chosen the legal option to opt-out from individual disclosure of Management Board members' remuneration. The AGM 2012 (before the Company's IPO) approved this resolution with an undisclosed majority of votes FOR. The approval is valid for a period of five years and then needs to be renewed. As the Company has not put forth a respective proposal again at this year's AGM, from financial year 2017 onwards Management Board members' remuneration will therefore have to be disclosed individually.Item 2: We recommend opposing the dividend proposal. ECGS believes that dividends...

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