New Street: Liberty Global (Buy, $41, +53%) Q1 21 - Clearer visibility for return to growth
Liberty Global has got 2021 off to a strong start with inflecting UK cable revenue trends; strong UK KPIs despite the March price increase; an upgrade to Virgin Media EBITDA guidance; and improving Swiss KPIs – all of which should be supportive for the return to revenue growth.
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- Pan European Telecom Services and Cable
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