4-3 consolidation: Proprietary survey to match EC approach Orange-Masmovil transaction assessment
In case you missed it from last week, we wanted to highlight a report we published looking in greater detail at the upcoming decision on Orange-Masmovil (likely due in September, albeit the clock has been currently stopped). While there will be qualitative factors at play in the final decision, the largest part of quantitative work the EC will do will be to assess the GUPPI ratio for the proposed merger through a consumer survey. In this note, we have undertaken our own proprietary survey to recreate the EC's approach.
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
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