Report
James Ratzer
EUR 8797.00 For Business Accounts Only

TalkTalk Giffgaff broadband launch implications

Newsflow on TalkTalk has been quieter than usual over the past few months and ahead of their FY results on 6 May. However, giffgafff (the second mobile brand of VMO2) has just announced plans to launch broadband service for the first time which has potential implications for TalkTalk, both related to a potential takeover and the competitive dynamics. We run through that in this brief note.
Underlying
TalkPool AG

TalkPool AG is a Switzerland-based company that designs, implements and maintains mobile and fixed-line telecommunication networks, as well as networks and product solutions for the Internet of Things (IoT). It delivers a comprehensive range of network design, engineering, implementation and managed services designs for telecommunications operators, system vendors and contractors. The Company also develops monitoring systems in buildings with real time applications for building owners and occupants. It operates in approximately 15 countries, such as Switzerland, Germany, Sweden, the United States, Mexico, Haiti, Kenya, Tanzania, Zimbabwe, Uganda, Mauritius, Zambia, Botswana, Pakistan and Saudi Arabia. The Company operates through a global partnership of joint ventures and franchises.

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

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