Edison Investment Research - GO Internet (GO) GO internet - Adding fibre and 5G capacity

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Edison Investment Research

GO internet - Adding fibre and 5G capacity

The strategic partnership with Linkem, together with plans to expand its fibre offering, should increase GOâ€™s addressable market and provide a much improved service to its existing wireless subscriber base. Despite this, the shares appear to discount a continued slowdown in subscriber growth from the wireless network with nothing in the price for fibre. We believe there is upside potential towards 220c/share.

08/05/2018 14 EN

Underlying

GO Internet

GO internet SpA. GO internet SpA is an Italy-based company engaged in the telecommunication services industry. The Company specializes in broadband technology, though wireless Internet and mobile phone communication. GO internet SpA provides Internet services using Worldwide Interoperability for Microwave Access (WiMAX/LTE) fourth generation wireless technology (4G) for mobile devices. It provides also telephone services through the VoIP protocol. The Company offers its services in the domestic market, including the Marche and Emilia-Romagna regions. In addition, GO internet SpA operates through rights of use guaranteed by the Ministry of Economic Development. The main shareholder of the Company is Gold Holding Srl.

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IT0005038002 Italy

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Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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GO internet - Adding fibre and 5G capacity

1 director sold

GO internet - Full speed ahead on 5G

Sylvania Platinum - Annual guidance maintained, despite strike

1Spatial - Investing in the transformational SaaS opportunity

Datatec - FY24 underlying EPS more than doubles y-o-y

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