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

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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

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James Ratzer

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

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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