United Internet AG

United Internet AG is a Germany-based Internet service provider (ISP) and holding company of the United Internet Group. The Company's products and technical services are divided into two key segments. The Access segment comprises narrowband, broadband and mobile access subscriptions, including the corresponding applications. The Applications segment includes such applications as home pages, e-shops, Personal Information Management applications, group work, online storage and office software. The Application segment also includes the operations of the Company's brands Sedo and affilinet, which serve customers performance-based advertising and sales possibilities. The Company's brand portfolio also includes GMX, WEB.DE, 1&1, united-domains, Fasthosts and InterNetX. In addition, the Company develops Internet based applications, such as cloud applications. The Company acts primarily via its wholly owned subsidiary 1&1 Internet AG, and Sedo Holding AG, in which it holds a majority stake.
  • Ticker508903
  • ISINDE0005089031
  • SectorSoftware & Computer Services
  • CountryGermany

Analysts

Alexandre Iatrides ...
  • Rémi Adam

ODDO : Preview for United Internet, Drillisch: little at stake pending the results of the auctions...in several weeks

>Starting pistol for the auction cycle despite the appeals - As scheduled, the BundesNetzAgentur (BNetzA) today opens the auctions for 5G spectrum in Germany. As was the case for last three sessions, in 2000, 2010 and 2015, the many appeals from participants and governmental attempts to influence the calendar have failed to alter the set up. Like the previous sessions of, respectively, 18, 38 and 23 working days (premises open from 8.00 a.m. to 5.30 p.m.), the process...

Alexandre Iatrides ...
  • Rémi Adam

ODDO : Preview UTDI et DRI : peu d’enjeu en attendant le résultat des enchères… d’ici plusieurs semaines

>Top départ du cycle d’enchères malgré tous les recours - En temps et en heure, la BundesNetzAgentur (BNetzA) entame aujourd’hui les enchères de spectre 5G en Allemagne. Comme lors des trois dernières sessions de 2000, 2010 et 2015, la multitude de recours des participants et les tentatives gouvernementales d’influencer le calendrier n’ont pas changé la donne. A l’image des sessions précédentes de respectivement 18, 38 et 23 jours ouvrés (locaux ouverts de 8h à 17h30)...

United Internet – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

James Ratzer

Fastweb 3.5GHz rollout - Too much near-term fear in Germany: O2D back to Neutral

Fastweb 3.5GHz rollout - Too much near-term fear in Germany: O2D back to Neutral James Ratzer 5

Russell Waller

W. Europe Fixed Tariff Tracker - Jan 2019: Prices up to record high

W. Europe Fixed Tariff Tracker - Jan 2019: Prices up to record high Russell Waller 7

Alexandre Iatrides ...
  • Rémi Adam

ODDO : Preview for United Internet, Drillisch: little at stake pending the results of the auctions...in several weeks

>Starting pistol for the auction cycle despite the appeals - As scheduled, the BundesNetzAgentur (BNetzA) today opens the auctions for 5G spectrum in Germany. As was the case for last three sessions, in 2000, 2010 and 2015, the many appeals from participants and governmental attempts to influence the calendar have failed to alter the set up. Like the previous sessions of, respectively, 18, 38 and 23 working days (premises open from 8.00 a.m. to 5.30 p.m.), the process...

Alexandre Iatrides ...
  • Rémi Adam

ODDO : Preview UTDI et DRI : peu d’enjeu en attendant le résultat des enchères… d’ici plusieurs semaines

>Top départ du cycle d’enchères malgré tous les recours - En temps et en heure, la BundesNetzAgentur (BNetzA) entame aujourd’hui les enchères de spectre 5G en Allemagne. Comme lors des trois dernières sessions de 2000, 2010 et 2015, la multitude de recours des participants et les tentatives gouvernementales d’influencer le calendrier n’ont pas changé la donne. A l’image des sessions précédentes de respectivement 18, 38 et 23 jours ouvrés (locaux ouverts de 8h à 17h30)...

James Ratzer

Fastweb 3.5GHz rollout - Too much near-term fear in Germany: O2D back to Neutral

Fastweb 3.5GHz rollout - Too much near-term fear in Germany: O2D back to Neutral James Ratzer 5

Russell Waller

W. Europe Fixed Tariff Tracker - Jan 2019: Prices up to record high

W. Europe Fixed Tariff Tracker - Jan 2019: Prices up to record high Russell Waller 7

Alexandre Iatrides ...
  • Rémi Adam

ODDO : 1&1 Drillisch is throwing its hat in the ring: little impact on the market’s fundamentals but inflation in spectrum costs (Neutral vs Buy)

>United Internet is transforming the model of 1&1 Drillisch - Yesterday, United Internet announced that its subsidiary Drillisch Netz AG was going to participate in the 5G spectrum auctions to be held in Germany at end-March . Without securing the explicit support of the regulator (no national roaming at a regulated tariff), CEO Ralph Dommermuth has initiated a radical change to the business model of 1&1 Drillisch. With market share of 8% (12.8% postpaid) and faced w...

A director sold 18,999 shares at 58.358EUR and

A director at United Internet Ag sold 18,999 shares at 58.358EUR and the significance rating of the trade was 79/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The name...

Global TMT: AMD, VZ, Japan, US 28GHz, Huawei, VOD/IDEA, UI/DRI, TPG, DTAC, LG U, TELIA

Global TMT headlines: AMD (Sell) Heads Up. VZ (Neutral) 4Q18 Heads Up. Japanese telcos; iPhone Air-pocket – history repeats? Positive for Japanese EBITDA. US 28GHz Auction Ends At Uninspired $703MM; Why the 24GHz Auction Might Be More Interesting. Huawei charged in the US; Pressure on Chinese telcos rising. UI/DRI – German auction credibility building goes on. Capex/auction concerns overblown. Failure to launch: TPG says it won’t build a 4th mobile network in Australia. DTAC (Reduce): Another weak quarter – lack of detailed guidance a concern. LG Uplus (Reduce) Q418 results: W...

Alexandre Iatrides ...
  • Alfred Glaser
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Olfa Taamallah
  • Rémi Adam
  • Stephane Houri
  • Veysel Taze
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/25/2019

On 30 January, Atos is to host a CMD at which we expect management to adopt an upbeat stance on targets for growth, margins and FCF to beat expectations which have been very low since October 2018. The levers to achieve these targets are credible, in our view. Cf. report published today. - ...

Alexandre Iatrides ...
  • Alfred Glaser
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Olfa Taamallah
  • Rémi Adam
  • Stephane Houri
  • Veysel Taze
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/01/2019

Le 30 janvier, le management d’Atos devrait mener un CMD offensif et proposer des objectifs de croissance, de marge et de FCF supérieurs aux attentes, qui ont bien baissé depuis octobre dernier. Et les leviers à actionner nous semblent crédibles. Cf. étude publiée ce jour. - ...

Alexandre Iatrides ...
  • Florent Laroche-Joubert
  • Johanna Jourdain
  • Matthias Desmarais
  • Rémi Adam
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/27/2018

Buy recommendation reiterated based on the company’s repositioning which is now paying off (performances = peers), the expected continuation of solid profit growth (3-year EPS CAGR = +10%) and highly attractive valuation multiples (2019e P/E = 9x). Our target price of € 125 offers 50% upside. - Cf. equity report published last evening - ...

Alexandre Iatrides ...
  • Florent Laroche-Joubert
  • Johanna Jourdain
  • Matthias Desmarais
  • Rémi Adam
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/11/2018

Recommandation Achat réitérée sur la base d’un repositionnement qui porte ses fruits (performances = comparables), de la poursuite attendue d’une solide progression des profits (TMVA BPA 3 ans = +10%) et de multiples de valorisation particulièrement attractifs (PE 2019e = 9x). Notre objectif de cours de 125 € offre un potentiel de 50%. - Cf. étude publiée hier soir. - ...

With a more favourable environment, UNITED INTERNET AG improves to Slightly Positive

UNITED INTERNET AG (DE), a company active in the Integrated Telecommunications industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 2 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date November 23, 2018, the closing price was EUR 38.57 and its potential was estimated at EUR 43.88.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

United Internet – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Thierry Huteau

United Internet – Trading Alert – 2017-11-10

Page 1:  Index - Company - technical measures and spreads Theoretical exposure for Asset Managers and Traders Commentary - Absolute and Relative charts Page 2-4-:  Indicator explanations Page 5 : Theoretical Exposure - Disclaimer         

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