New Street Research - Digi Communications NV (DIGI) Digi (Equal Weight) Q2 24: Good results, capex guidance lifted

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New Street Research

Russell Waller

EUR 8992.00 For Business Accounts Only

Digi (Equal Weight) Q2 24: Good results, capex guidance lifted

Digi has reported a good set of Q2 numbers vs consensus expectations, with EBITDAaL +7% ahead. Capex guidance has been lifted for the second quarter in a row however, but the increase is due to a pull-forward of 5G capex in Romania rather than higher than expected start-up capex in Belgium/Portugal.

14/08/2024 1 EN

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Digi Communications NV

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NL0012294474 Bucharest Stock Exchange Romania

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Russell Waller

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Digi (Equal Weight) Q2 24: Good results, capex guidance lifted

WOOD Daily: DUNAHOUS HB; EME Macro/Strategy Weekly; HUG PW; APR PW; CDR PW; PCF PW; DIGI RO

The Rear-View Mirror – EME markets: only Czech PX index in positive territory in August

WOOD Daily: DIGI RO; PZU PW; MOH GA; CDR PW; MBR PW; DOM PW; CAI AV; DAT PW; GPP PW; ACP PW; CAR PW; CEZ CP

NSR Tech Policy: It’s the Election, Stupid (or Is It?), Part IV: Comparing Harris and Trump on Tech Policy

NSR Policy Quick Take: DISH Seeks FCC Adjustments to Build Out

Amazon (AMZN, Buy, $225 target) The Everything for Every Seller Store continues to emerge

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