Altice International Portugal valuation update
Ahead of the Portugal deep-dive call on Friday 20th October, 11am, 4am UK time (register HERE), we update our Altice International SOP, looking at comps for previous NetCo deals (updating our FastFiber valuation as part of the process), cross-checking our ServCo estimates vs our Digi top-down forecasts and comp-ing ServCo to other ServCo valuations as well. The attached will be the slide deck for the call.Altice Europe is a provider of cable, fiber, mobile, telecommunications, content and media in Western Europe (comprising France, Portugal, Belgium, Luxembourg1 and Switzerland), the United States of America (U.S.), Israel, the Dominican Republic and the French overseas territories (comprising Guadeloupe, Martinique, French Guiana, La Reunion and Mayotte). Through its various business operations, Co. provides fixed services, mobile telephony services (other than in the U.S.) and media and advertising services to B2C and B2B customers in all of the geographies in which it operates. In addition, Co. offers a variety of wholesale and other services.
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