New Street Research - Vodafone Group (VOD LN) Vodafone UK-3 merger: Detailed review of CMA remedy paper

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New Street Research

James Ratzer

EUR 9608.00 For Business Accounts Only

Vodafone UK-3 merger: Detailed review of CMA remedy paper

06/11/2024 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.

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Pan European Telecom Services and Cable

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Analysts

James Ratzer

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Vodafone UK-3 merger: Detailed review of CMA remedy paper

European Telecoms: The Year Ahead 2025 Ongoing regulatory support allowing for superior FCF growth

Altice International (Equal Weight) Digi (Equal Weight) NOS (Neutral, TP: €3.7, +9%) Vodafone (Buy, TP: £1.4, +96%) One month on: An update on Digi in Portugal. Downgrade Altice International to Equal Weight

Vodafone-Three UK merger approved Our Quick Take

OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.

Airtel Africa (Buy, TP: GBp200, +85%) Second share buyback program

Takeaways from our conversation with VerticalScope (FORA-TO, Not rated)

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