Odido Q4 23: Good SR and EBITDA growth; possible frontbook fix on the cards?
Odido has (finally!) reported a good set of Q4 23 results today, and has given some solid guidance. Interestingly, on the call management said that front book prices were the “topic of the year” – we have long worried that a lack of front book price rises would hold back growth, but if action is taken (Odido said that it has shut down the Tele2 brand which was the most aggressive on price), then this would be a positive for all the Dutch players
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