New Street: Liberty Global (Buy, $38, +48%) Q2 21 - more supportive M&A and (a bit) more buyback
Virgin Media – O2 already reported its Q2 results and FTTP announcement earlier today, and Telenet also reported its Q2 results. These represent c.50% of Liberty’s value, which means more focus will now be on the Swiss results, and corporate announcements.
Telenet Group Holding is a holding company. Through its subsdiairies and its broadband network, Co. is engaged in the provision of cable television, including television services, broadband internet and telephony services to residential subscribers in Flanders and certain communes in Brussels as well as broadband internet, data and voice services in the business market throughout Belgium and parts of Luxembourg. In addition, Co. is engaged in the provision of mobile telephony services through a mobile virtual network operator partnership with Mobistar NV.
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