New Street Research - Koninklijke KPN NV (KPN) New Street: KPN Q4 21: Good mass-market SR trends, bigger buy-back – Quick Take

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New Street Research

Russell Waller

New Street: KPN Q4 21: Good mass-market SR trends, bigger buy-back – Quick Take

KPN has reported a solid set of results, with most metrics and numbers in-line with consensus for Q4.

31/01/2022 1 EN

Underlying

Koninklijke KPN NV

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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Pan European Telecom Services and Cable

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Analysts

Russell Waller

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New Street: KPN Q4 21: Good mass-market SR trends, bigger buy-back – Quick Take

Odido CFO call meeting notes: Interesting read across for KPN/Vod-Ziggo on ODF capacity

KPN (Neutral, TP: €3.8, +12%) Q1 24: Solid results; low volumes not currently an issue

Odido (T-Mobile NL) Q3 23: Fixed revenue growth accelerates again; spectrum auction next year

Nvidia guide up, Palo Alto platformization, Soitec correction, and more. The Tech Weekly Wrap-up.

The Trade Desk (TTD, Neutral, $115) Upgrade to Neutral (+ Some Thoughts on Ventura)

PYPL US (BUY, TP: $100, +12%) SQ US (Neutral, TP $70 - UR) CFPB oversight over non-banks - does it matter? (PYPL/SQ)

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