Liberty Global (Buy): Q2 23 - Financials on track, but work to do on the KPIs
Upon reading Liberty Global’s Q2 release, we got excited when we saw the buyback increase to 15%, and then we got further excited by reaffirmation of all financial guidance which implies improving H2 trends on the back of price rises, but then sadly we saw the weaker KPI momentum from these price rises, which somewhat took the wind out of our sails.
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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
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