New Street Research - Masmovil (LORCAT) ... MasOra Q2 24: Fibre JV - potential source of delevering and value uplift

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New Street Research

Russell Waller

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MasOra Q2 24: Fibre JV - potential source of delevering and value uplift

MasOrange has announced its maiden set of results, and also announced that it has agreed heads of terms with Zegona about forming a new fibre JV.

24/07/2024 1 EN

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Russell Waller

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MasOra Q2 24: Fibre JV - potential source of delevering and value uplift

Mas Orange (Equal weight) Q3 24: Acceleration in SR and EBITDAaL growth

Orange (Buy, TP: €14.3, +40%) Q3 24: Solid EBITDAaL, encouraging France SR outlook statements

EU TELECOMS REFRESH: Can the outperformance continue?

Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the heart of the issue

SATS: DBS merger breaks

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

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