New Street Research - Vodafone Group (VOD LN) Vodafone (Buy, 140p, +89%) Hidden upside in the non-EU assets

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New Street Research

James Ratzer

EUR 9547.00 For Business Accounts Only

Vodafone (Buy, 140p, +89%) Hidden upside in the non-EU assets

Today, our colleague Chris Hoare has published two thematic notes looking at Sub-Saharan African telecoms companies. These focus on the potential for market structures and revenues to improve, and especially after periods of currency weakness (which has been notable in Egypt and Turkey).

21/08/2024 1 EN

Underlying

Vodafone Group

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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.

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Pan European Telecom Services and Cable

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James Ratzer

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Vodafone (Buy, 140p, +89%) Hidden upside in the non-EU assets

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

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

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?

LG Uplus (Buy, TP: KRW 19,000, +71%) New Corporate Value Up Plan, modestly positive

BEKE 3Q24 Results: Favorable Policy Measures to Drive Meaningful Sequential Recovery in 4Q

PDD 3Q24 Results: Investments to Drag Near Term Margins

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