United Internet

  • TickerUTDI
Russell Waller
  • Russell Waller
PROX PROXIMUS (Telecommunications)
KPN ROYAL KPN N.V. (Telecommunications) ... (+14)

New Street: W. Europe Fixed Tariff Tracker July 2020: Modest cuts in S...

Average fixed price growth declined slightly to -2.4% YoY in July (from -1.7% in June), with price cuts in Austria and Switzerland offsetting better trends elsewhere.

James Ratzer
  • James Ratzer
PROX PROXIMUS (Telecommunications)
KPN ROYAL KPN N.V. (Telecommunications) ... (+13)

New Street: Something still looks wrong about the European telecoms se...

Six weeks ago we wrote a piece called “Something doesn’t look right about the European telecoms sector” where we highlighted key sector charts that didn’t sit comfortably with us. Now, having gone through a full earnings season and with more COVID-updates behind us, we review this work and find the conclusions even more surprising than before.

Russell Waller
  • Russell Waller
PROX PROXIMUS (Telecommunications)
KPN ROYAL KPN N.V. (Telecommunications) ... (+14)

New Street W. Europe Fixed Tariff Tracker May 2020: Pricing relatively...

Average price growth remains relatively stable at -1.0% YoY in May (from -1.5% YoY in April), supported by YoY prices improving in Germany and Netherlands, which we see as additional support for our positive stance on DT , Vodafone and Drillisch.

James Ratzer
  • James Ratzer
DRI United Internet... (Telecommunications)
UTDI 1&1 DRILLISCH (Technology) ... (+3)

New Street: A European telecoms stock that could potentially double

We revisit the 1&1 Drillisch story, as we believe its existing franchise and MNO optionality is being deeply underestimated by investors at the moment.

DRI United Internet... (Telecommunications)
UTDI 1&1 DRILLISCH (Technology)
UNITED INTERNET
James Ratzer
  • James Ratzer
PROX PROXIMUS (Telecommunications)
ORA ORANGE (Telecommunications) ... (+15)

New Street: EU TELECOMS STRESS TEST: Better placed than the wider mark...

Building on our previous notes looking at the potential impact from COVID/ recessionary outlook, in this note, we formally adjust our estimates for all of the European telcos to reflect the situation as we see it today (ie 3 month lockdown, followed by a recession).

Russell Waller
  • Russell Waller
PROX PROXIMUS (Telecommunications)
KPN ROYAL KPN N.V. (Telecommunications) ... (+14)

New Street: W. Europe Fixed Tariff Tracker July 2020: Modest cuts in S...

Average fixed price growth declined slightly to -2.4% YoY in July (from -1.7% in June), with price cuts in Austria and Switzerland offsetting better trends elsewhere.

James Ratzer
  • James Ratzer
PROX PROXIMUS (Telecommunications)
KPN ROYAL KPN N.V. (Telecommunications) ... (+13)

New Street: Something still looks wrong about the European telecoms se...

Six weeks ago we wrote a piece called “Something doesn’t look right about the European telecoms sector” where we highlighted key sector charts that didn’t sit comfortably with us. Now, having gone through a full earnings season and with more COVID-updates behind us, we review this work and find the conclusions even more surprising than before.

Russell Waller
  • Russell Waller
PROX PROXIMUS (Telecommunications)
KPN ROYAL KPN N.V. (Telecommunications) ... (+14)

New Street W. Europe Fixed Tariff Tracker May 2020: Pricing relatively...

Average price growth remains relatively stable at -1.0% YoY in May (from -1.5% YoY in April), supported by YoY prices improving in Germany and Netherlands, which we see as additional support for our positive stance on DT , Vodafone and Drillisch.

James Ratzer
  • James Ratzer
DRI United Internet... (Telecommunications)
UTDI 1&1 DRILLISCH (Technology) ... (+3)

New Street: A European telecoms stock that could potentially double

We revisit the 1&1 Drillisch story, as we believe its existing franchise and MNO optionality is being deeply underestimated by investors at the moment.

DRI United Internet... (Telecommunications)
UTDI 1&1 DRILLISCH (Technology)
UNITED INTERNET
James Ratzer
  • James Ratzer
PROX PROXIMUS (Telecommunications)
ORA ORANGE (Telecommunications) ... (+15)

New Street: EU TELECOMS STRESS TEST: Better placed than the wider mark...

Building on our previous notes looking at the potential impact from COVID/ recessionary outlook, in this note, we formally adjust our estimates for all of the European telcos to reflect the situation as we see it today (ie 3 month lockdown, followed by a recession).

Russell Waller
  • Russell Waller
PROX PROXIMUS (Telecommunications)
KPN ROYAL KPN N.V. (Telecommunications) ... (+14)

New Street: W. Europe Fixed Tariff Tracker July 2020: Modest cuts in S...

Average fixed price growth declined slightly to -2.4% YoY in July (from -1.7% in June), with price cuts in Austria and Switzerland offsetting better trends elsewhere.

James Ratzer
  • James Ratzer
PROX PROXIMUS (Telecommunications)
KPN ROYAL KPN N.V. (Telecommunications) ... (+13)

New Street: Something still looks wrong about the European telecoms se...

Six weeks ago we wrote a piece called “Something doesn’t look right about the European telecoms sector” where we highlighted key sector charts that didn’t sit comfortably with us. Now, having gone through a full earnings season and with more COVID-updates behind us, we review this work and find the conclusions even more surprising than before.

Russell Waller
  • Russell Waller
PROX PROXIMUS (Telecommunications)
KPN ROYAL KPN N.V. (Telecommunications) ... (+14)

New Street W. Europe Fixed Tariff Tracker May 2020: Pricing relatively...

Average price growth remains relatively stable at -1.0% YoY in May (from -1.5% YoY in April), supported by YoY prices improving in Germany and Netherlands, which we see as additional support for our positive stance on DT , Vodafone and Drillisch.

James Ratzer
  • James Ratzer
DRI United Internet... (Telecommunications)
UTDI 1&1 DRILLISCH (Technology) ... (+3)

New Street: A European telecoms stock that could potentially double

We revisit the 1&1 Drillisch story, as we believe its existing franchise and MNO optionality is being deeply underestimated by investors at the moment.

DRI United Internet... (Telecommunications)
UTDI 1&1 DRILLISCH (Technology)
UNITED INTERNET
James Ratzer
  • James Ratzer
PROX PROXIMUS (Telecommunications)
ORA ORANGE (Telecommunications) ... (+15)

New Street: EU TELECOMS STRESS TEST: Better placed than the wider mark...

Building on our previous notes looking at the potential impact from COVID/ recessionary outlook, in this note, we formally adjust our estimates for all of the European telcos to reflect the situation as we see it today (ie 3 month lockdown, followed by a recession).

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