VEON (Buy, TP: $65/ADR, +65%) Investor Call Feedback
We hosted a call with the CEO of VEON (Kaan Terzioglu) and CFO (Burak Ozer) on Wednesday. Management came across as confident that tariff-induced volatility is unlikely to materially derail their business model, and continues to see the regulatory and competitive pendulum swinging in their direction it seems. We continue to see substantial upside in the stock and retain our Buy recommendation and US$65/ADR price target.
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- Pan European Telecom Services and Cable
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- Pan European Telecom Services and Cable
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