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 8957.00 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

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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.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

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Pan European Telecom Services and Cable

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Analysts

James Ratzer

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

FWA in Europe: Maybe it isn't accelerating Analysis of Hutchison's H1 results

Vodafone (Buy, 135p, +91%) Q1 25 - Assessing a revised outlook for Germany

Dish seeks build extension (that we think they'll get)

Meta Platforms (META, Buy, $595 target) Next week’s Connect event should offer some ROI on Gen AI clues

Altice France (Most Preferred) Our take on the latest reported offers

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