New Street: Orange Belgium (Neutral, TP: €27, +40%) CFO Call - VOO, fibre upgrade/expansion, mobile new entrant
We recently hosted a call with OBEL CFO Antoine Chuch. We write-up highlights of that call in this short note. A recording of the call can be accessed HERE. We talked about VOO (synergies, fibre upgrade and expansion plans), a possible mobile new entrant, and retail pricing among other things.Orange Belgium is a telecommunications operator in Belgium. Co. provides a range of products and services to the residential and business markets, including mobile telephony, fixed telephony, fix data, Asymmetric Digital Subscriber Line. Co.'s Belgium segment is divided into two operating units: Mobile as well as Fix voice data. Co.'s Mobile operating unit provides mobile phone equipment and services to residential and corporate customers, while Co.'s Fix voice and data operating unit provides fix voice, data and internet services to residential and corporate customers.
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