New Street Research - Digi Communications NV (DIGI) Digi Q3 23: No update on Spain remedy timings, but management is ambivalent to remedy form

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New Street Research

Russell Waller

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Digi Q3 23: No update on Spain remedy timings, but management is ambivalent to remedy form

Digi has reported good Q3 numbers: SR and EBITDA are growing nicely (SR +16.3% y/y from +16.9% y/y in Q2, and EBITDA +20.7% y/y from +24.1% y/y). Digi was tight-lipped on the remedy discussions in Spain, confirming only that it was interested in taking part in the remedy process.

14/11/2023 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 Q3 23: No update on Spain remedy timings, but management is ambivalent to remedy form

NOS (Sell, TP: €3.11, -18%) Digi (Underweight) Altice International (Equal Weight) Proximus (Neutral, TP: €12.5, +55%) How successful will Digi be as a new entrant– top-down assessment. Downgrade NOS to Reduce, stay Equal weight ATCI and P

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