Vodafone Group PLC

Vodafone Group provides mobile and fixed telecommunication services including: access charges, voice and video calls, messaging, interconnect fees, fixed and mobile broadband and related services such as providing televisual and music content, connection fees and equipment sales. Co. provides a range of consumer products and services including mobile, fixed voice, broadband and television, financial as well as other services to operators outside its footprint. Co. also provides a range of enterprise products and services including total communications such as mobile, fixed and a suite of converged communications services, internet of things, cloud and hosting and carrier services.
  • TickerVOD
  • ISINGB00BH4HKS39
  • ExchangeLondon Stock Exchange
  • SectorMobile Telecommunications
  • CountryUnited Kingdom
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,...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Stocks

EAFE > EM; Add exposure to Japan Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership position relative to EM (MSCI EM). Below we highlight attractive and actionable themes within developed int'l: • Japan, Switzerland, Australia, Canada. Major Japanese indexes have been underperforming for nearly two years but are making bullish price and RS inflections and exhibit early signs of bottoming. Switzerland, Australia, and Canada are all trading at multi-year highs and are among the most attractive co...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Buoyed by outperformance in the US, the MSCI ACWI is the only broad global index that has yet to make a lower low relative to the lows set in June. This deterioration for ACWI ex-US, EAFE, and EM, continued bearish-leaning indicators, and continued downside volatility in bond yields leads us to remain cautious and concerned that global equities remain vulnerable and could be poised for additional weakness moving forward. • Additional bearish-leaning developments. In addition to the concerns we have highlighted over the past several weeks, new negative developments continue to plague the gl...

Jérôme VINERIER

Short term view - VODAFONE : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at 143.30 p. The background trend would be questioned should prices rise above 171.80 p.

Jérôme VINERIER

Analyse court terme - VODAFONE : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 143,30 p. La tendance de fond serait remise en cause en cas de franchissement de 171,80 p.

Jérôme VINERIER

Analyse court terme - VODAFONE : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 143,30 p, puis 130,43 p. Le franchissement de 171,80 p remettrait en cause la suite de la baisse.

Vodafone Group: 1 director bought

A director at Vodafone Group bought 446,822 shares at 128p and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board m...

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 ...

James Ratzer

New Street: Hutchison Europe H1 20: It's more difficult as a challenger now

Hutchison has reported its half-yearly European telecom results, which show: i) a UK business with profitability under pressure in the near-term which might potentially accelerate the need for them to consider a deal with Virgin-O2.

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.

James Ratzer

New Street: Vodafone (Buy): Deep dive unpicking Vantage Towers

With Vodafone’s new tower disclosure, Vantage Towers is back in focus. In this note, we aim to unpick the near-term impact from the new Vantage Towers disclosure; to update our thoughts on the longer-term valuation of Vantage Towers; and to assess the positive impact this should have on the Vodafone Group.

Vodafone Group Plc - March 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Vodafone Group Plc: Update to credit analysis

Our credit view of Vodafone, reflecting its size and geographical diversification, as well as its high leverage since the acquisition of certain Liberty Global assets.

Moody's announces completion of a periodic review of ratings of Vodafone Group Plc

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Vodafone Group Plc. Global Credit Research- 12 Feb 2020. London, 12 February 2020-- Moody's Investors Service has completed a periodic review of the ratings of Vodafone Group Plc and other ratings that are associated with the same analytical unit.

Vodafone Group Plc: Vodafone’s divestment of Egyptian Business Is Marginally Credit Positive

The disposal of Vodafone Egypt marginally reduces leverage and complexity of Vodafone Group

Vodafone Group Plc - September 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

With a more favourable environment, VODAFONE GROUP PLC. improves to Positive

VODAFONE GROUP PLC. (GB), a company active in the Mobile Telecommunications industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Positive. As of the analysis date May 29, 2020, the closing price was GBp 133.02 and its potential was estimated at GBp 139.86.

Philip Morrish

Value Indicator - UK Utilities 30122019

Currently '(TM) Value Indicator - UK Utilities Sector' is a value analysis of the Telecoms & Utilities sectors of quoted companies on The London Stock Exchange's Main market that provides the user with indicative long-term target prices. The publication is also available on request at

Philip Morrish

Value Indicator - UK Main Market 30122019

Currently '(TM) Value Indicator - Main Market' is a value analysis of the Basic Resources, Construction & Materials, Telcoms and Utilities sectors of quoted companies on The London Stock Exchange's Main market that provides the user with indicative long-term trading indicators and indicative target prices. The publication is also available on request at

Philip Morrish

Value Indicator - UK Utilities 23122019

Currently '(TM)Value Indicator - UK utilities' is a value analysis of hte Telecoms and Utilities sectors of quoed companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 23122019

Currently '(TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term tagrte prices.

Expert Corporate Governance Service (ECGS)

Vodafone - AGM 28 July 2020

Items 3 and 4: Chairman succession Vodafone announces that Mr. Kleisterlee will be re-elected beyond his nine-year tenure, which is the limit set out in the 2018 UK Code for Chairmen, to facilitate effective succession and continuity. He will step down from the Board when Jean-François van Boxmeer becomes Chairman on 3 November 2020. Item 10: Re-elect Ms. Renée James We have concerns over the Director's aggregate time commitments: operating executive at Carlyle Group (listed) and Chairwoman and CEO at Ampere Computing (private), she is Non-Executive Director of four other listed companies. ...

Expert Corporate Governance Service (ECGS)

Vodafone Group, 23 July 2019

Leadership changes Vittorio Colao was succeeded by Nick Read who was appointed Chief Executive Designate on 27 July 2018 and became Chief Executive on 1 October 2018. Margherita Della Valle joined the Board as Chief Financial Officer on 27 July 2018. Item 15: Advisory vote on the Remuneration ReportThe structure is unsatisfactory. The maximum bonus and total incentive pay exceed guidelines. The quantum for the year was excessive. Pay weighted more towards rewarding long-term performance, but there are overlapping performance conditions as free cash flow was used for both the STI and LTI. A b...

Vodafone – Proxinvest Corporate Governance Rating ® : B

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)

Vodafone Group PLC - Proxy report - 27/07/2018

Leadership Changes The current CEO, Vittorio Colao, has resigned, though he will continue with the Companyuntil September 30, 2018. On October first, Nick Read, current Chief Financial Officer,will assume the role of CEO while Margherita Della Valle, currently Deputy Chief Financial Officer, will suceed Mr. Read as CFO. Item 15: Approve the Remuneration Report The structure is weighted more towards rewarding long-term performance. However,both potential and actual incentive pay was excessive. Furthermore, there are overlapping performance conditions as FCF was used for both the STI and LTI.

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