New Street Research - Liberty Global Plc Class C (LBTYK) Liberty Global (Buy) Feedback from CFO meeting

Report

New Street Research

James Ratzer

EUR 9547.00 For Business Accounts Only

Liberty Global (Buy) Feedback from CFO meeting

We just participated in a sell-side analyst meeting with Charlie Bracken, CFO of Liberty Global, and in this note we run through the key points (including new information on the TSAs) and our reaction to them.

20/02/2024 1 EN

Underlying

Liberty Global Plc Class C

See profile

GB00B8W67B19 NASDAQ Stock Market United States

Provider

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.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

See profile

Analysts

James Ratzer

Other Reports on these Companies

New Street Research

Liberty Global (Neutral, $23, +8%) Record low service revenue trends a headwind to value creation

This is meant to be the quarter when the upcoming Sunrise spin should be attracting most attention and helping to crystallise value. However, we can't help but be distracted by a sharp deterioration in underlying service revenue trends as the impact of lapping lower inflation price rises and a sustained KPI loss is starting to catch up with Liberty Global.

EUR 9547.00

October 30, 2024 October 30, 2024 1 EN

SmartInsider

Liberty Global Ltd: 1 director

A director at Liberty Global Ltd sold 37,600 shares at 20.323USD and the significance rating of the trade was 87/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of b...

Free Trial

September 18, 2024 September 18, 2024 1 EN

New Street Research

Liberty Global (Neutral, $23, +16%) Sunrise CMD feedback and Liberty Global impact: Quick Take

The Sunrise CMD has just wrapped up – with the official spin-off from Liberty Global coming later this year. We provide our initial thoughts here on the new guidance, the valuation impact and the longer-term potential questions as the industry migrates towards higher-speed infrastructure

EUR 9547.00

September 10, 2024 September 10, 2024 1 EN

SATS: DBS merger breaks

According to press reports, TPG will call off the merger today. For the merger to proceed, bondholders needed to agree to a debt exchange. Apparently, they have rejected the exchange. Our quick thoughts in this brief note.

EUR 9547.00

6h / 39m 6h / 39m 1 EN

Jonathan Chaplin

Jonathan Chaplin

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

In this iteration of “Broadband Trends” we update our FWA capacity forecast. We also touch on early signs that demand for FWA may be limited, which could prevent mobile operators from reaching capacity limits (or force them to work harder to get there). This could have a big impact on the pace of Cable subscriber growth. Finally, we reprise our work on the competitive positioning of the various operators based on relative NPS scores.

EUR 9547.00

7h / 2m 7h / 2m 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

Gen AI Big Idea Series - Chipletz CEO Bryan Black - Smart Substrate & the Multi-Chip-Module revolution

We hosted the fourth session of our Gen AI Big Idea series last week. We had a fantastic conversation with Bryan Black, CEO of Chipletz. We delved into the journey to panel-level chips, their applications, and the emerging ecosystem supporting them.

7h / 21m 7h / 21m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Liberty Global (Buy) Feedback from CFO meeting

Liberty Global (Neutral, $23, +8%) Record low service revenue trends a headwind to value creation

Liberty Global Ltd: 1 director

Liberty Global (Neutral, $23, +16%) Sunrise CMD feedback and Liberty Global impact: Quick Take

SATS: DBS merger breaks

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

Gen AI Big Idea Series - Chipletz CEO Bryan Black - Smart Substrate & the Multi-Chip-Module revolution

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe