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Altice International (Equal Weight) Q4 24: Is there a canary in the coalmine in Portugal?
Altice International reported Q4 results today: Portugal MSR has slipped to -3.1% y/y and prepay mobile KPIs are weak, which we assume is due to Digi; despite this, Portugal fixed is robust, and so too is Portugal EBITDA on an underlying basis, suggesting that without a fixed product Digi’s impact will be limited overall.
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Russell Waller
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