New Street Research - Vodafone Group (VOD LN) Vodafone (Buy, 140p, +100%) H1 25 - Questions still lingering in Germany

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New Street Research

James Ratzer

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Vodafone (Buy, 140p, +100%) H1 25 - Questions still lingering in Germany

Vodafone has reported their H1 results, and although headline numbers were in line with expectations and all guidance has been reiterated.

12/11/2024 1 EN

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Vodafone Group

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New Street Research

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James Ratzer

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Vodafone (Buy, 140p, +100%) H1 25 - Questions still lingering in Germany

Vodafone (Buy, 140p, +100%) Post call thoughts: What is needed to hit EBITDA guidance

Altice International (Over weight) Digi (Equal weight) NOS (Neutral, TP: €3.7, +10%) Vodafone (Buy, TP: £1.4, +94%) One week on: How is Digi doing in Portugal? Can FWA solve for a lack of fixed infrastructure?

Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the heart of the issue

SATS: DBS merger breaks

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

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