New Street Tele2 CEO/CFO lunch feedback – EBITDA guidance is beatable, possible exceptional cash returns in H2 20
We had a lunch with Tele2 CEO and CFO today. We upgraded because we think Tele2 can meet and beat expectations, and could return another 3%+ shareholders to shareholders in H2 once the Q2/Q3 spectrum auction is over (total 9% yield).
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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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