Report
James Ratzer ...
  • Russell Waller
EUR 8824.00 For Business Accounts Only

New Street: Which 4:3 deals can succeed? Our Survey suggests remedies all round - maybe UK could be the surprise?

4-3 in market deals are back in focus and Orange-Masmovil is the first to be formally announced. But which could be approved and then with what remedies?
Underlyings
Masmovil Ibercom SA

Masmovil Ibercom SA, formerly World Wide Web Ibercom SA, is a Spain-based company primarily engaged in the telecommunication sector. The Company focuses on the sale and distribution services for Internet, Data Center and Telecommunications. The Company's product and services portfolio comprises Internet access through Asymmetric Digital Subscriber Line (ADSL) and Symmetric Digital Subscriber Line (SDSL) technologies, Internet domains and Domains Management and Registration Service through IberDNS application, Web hosting, virtual servers, dedicated servers, telephony services and routers. The Company also offers collocation services through two Internet Data Centers located in Madrid and San Sebastian. It operates through subsidiaries, such as Embou Nuevas Tecnologias SL and Ebesis Sistemas SL, among others. The Company owns a number of brand names, such as Pepephone, Yoigo and Llamaya.

SThree

SThree is a staffing company. Co. provides contract and permanent recruitment services in the Science, Technology, Engineering and Mathematics (STEM) sectors. Co.'s candidates and clients engage with Co. primarily through its four primary recruitment brands: Computer Futures, Progressive, Huxley and Real. Within the STEM industries, Co. provides permanent and contract staff to sectors including Information and Communication Technology, Banking and Finance, Life Sciences, Engineering and Energy. Co. segments its business into four regions: the U.K. and Ireland, Continental Europe, the U.S. and Asia Pacific and Middle East.

Provider
New Street Research
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


Analysts
James Ratzer

Russell Waller

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