Vodafone Group PLC (ADR)

  • TickerA1XD9Z
  • ISINUS92857W3088
  • SectorMobile Telecommunications
  • CountryUnited Kingdom

Analysts

ValuEngine Rating and Forecast Report for VOD

ValuEngine Rating and Forecast Report for VOD

Alexandre Iatrides ...
  • Vincent Maulay

Bouygues : A stormy autumn for mobiles

>Unprecendented promotional agression on the French market - Iliad has responded to the flash sales on Red and Bouygues, at € 5 for 20Go, with a private sale at € 0.99 for 30Go. Red was the first to draw in the summer with a new offer at € 5 for 20Go with no time limit. This is an offer that it had already been made available in Q2 and which caused a rupture in net adds at Free. Bouygues followed at the beginning of September, offering 20Go at € 4.99 with no time limi...

Alexandre Iatrides ...
  • Vincent Maulay

Bouygues : Rentrée orageuse dans les mobiles

>Jamais vu une telle violence promotionnelle sur le marché français - Iliad vient de réagir aux « ventes flashs » de Red et Bouygues à 5 € pour 20 Go en faisant une vente privée à 0.99 € pour 30 Go. Red a été le premier à dégainer dans l’été avec une nouvelle offre à 5 € pour 20 Go sans limitation de durée. Une offre qu’il avait déjà faite pendant le T2 et qui avait causé la rupture de net adds chez Free. Bouygues a suivi début septembre et propose 200 Go à 4.99 € san...

ValuEngine Rating and Forecast Report for VOD

ValuEngine Rating and Forecast Report for VOD

Allan C. Nichols

Morningstar | Vodafone Closes Idea Cellular Merger in India Creating Largest Wireless Operator; Shares Undervalued

Vodafone announced on Aug. 31 that it closed its merger with Idea Cellular in India. The deal creates the largest wireless operator in India with 408 million subscribers or 32.2% market share. The combined network covers 92% of the country’s population. We are excited for the closing of the merger. Besides the increased scale and coverage of the combined company it provides lots of opportunities for cost savings as duplication in some regions and staff in some areas are reduced and nationwide marketing becomes more efficient as almost all regions are now reachable by the combined network. Howe...

Vodafone Group Plc: Update following initiation of review for downgrade

Our credit view of Vodafone following the proposed acquisition of Liberty Global's operations in Germany, the Czech Republic, Hungary and Romania.

Moody's places Vodafone's Baa1 ratings on review for downgrade

Moody's Investors Service ("Moody's") has today placed Vodafone Group Plc's ("Vodafone" or "the company") Baa1 ratings on review for downgrade. Concurrently, Moody's has affirmed the company's Prime-2 (P-2) short-term rating. The review follows the announceme...

Jean-Rene Meduri

VodafoneZiggo 1Q18 - Main KPIs trending in the right direction

Mobile revenue (-8.5% yoy) strongly declined primarily due to MTRs cuts (July 2017) and "roam like at home" regulation (June 2017). However, mobile customer net-adds were quite encouraging. Unlike in previous quarters, VodafoneZiggo gained 4.9k customers (vs. -81k in 4Q17 and -60k in 1Q17) and this time did better than its main competitor – the incumbent KPN (-70k qoq).

Vodafone Group Plc: Update to credit analysis

Our credit view of Vodafone, reflecting its large size, geographical diversification and expected EBITDA growth, which partially offset the company’s high leverage ratio for the rating.

Jean-Rene Meduri

VodafoneZiggo 4Q17 - Weak mobile results, but EBITDA in line with guidance

VodafoneZiggo, the #2 telecom operator in the Netherlands, reported weak preliminary 4Q17 results. Revenue was down by 3.7% to €1,005m while EBITDA came in 12.2% weaker at €385m, i.e. a margin of 38.3% (-370bps yoy) having been negatively impacted by integration costs. However, FY17 EBITDA was in line with management guidance at€1,692m.

Alexandre Iatrides ...
  • Vincent Maulay

Bouygues : A stormy autumn for mobiles

>Unprecendented promotional agression on the French market - Iliad has responded to the flash sales on Red and Bouygues, at € 5 for 20Go, with a private sale at € 0.99 for 30Go. Red was the first to draw in the summer with a new offer at € 5 for 20Go with no time limit. This is an offer that it had already been made available in Q2 and which caused a rupture in net adds at Free. Bouygues followed at the beginning of September, offering 20Go at € 4.99 with no time limi...

Alexandre Iatrides ...
  • Vincent Maulay

Bouygues : Rentrée orageuse dans les mobiles

>Jamais vu une telle violence promotionnelle sur le marché français - Iliad vient de réagir aux « ventes flashs » de Red et Bouygues à 5 € pour 20 Go en faisant une vente privée à 0.99 € pour 30 Go. Red a été le premier à dégainer dans l’été avec une nouvelle offre à 5 € pour 20 Go sans limitation de durée. Une offre qu’il avait déjà faite pendant le T2 et qui avait causé la rupture de net adds chez Free. Bouygues a suivi début septembre et propose 200 Go à 4.99 € san...

Allan C. Nichols

Morningstar | Vodafone Closes Idea Cellular Merger in India Creating Largest Wireless Operator; Shares Undervalued

Vodafone announced on Aug. 31 that it closed its merger with Idea Cellular in India. The deal creates the largest wireless operator in India with 408 million subscribers or 32.2% market share. The combined network covers 92% of the country’s population. We are excited for the closing of the merger. Besides the increased scale and coverage of the combined company it provides lots of opportunities for cost savings as duplication in some regions and staff in some areas are reduced and nationwide marketing becomes more efficient as almost all regions are now reachable by the combined network. Howe...

Allan C. Nichols

Vodafone Closes Idea Cellular Merger in India Creating Largest Wireless Operator; Shares Undervalued

Vodafone announced on Aug. 31 that it closed its merger with Idea Cellular in India. The deal creates the largest wireless operator in India with 408 million subscribers or 32.2% market share. The combined network covers 92% of the country’s population. We are excited for the closing of the merger. Besides the increased scale and coverage of the combined company it provides lots of opportunities for cost savings as duplication in some regions and staff in some areas are reduced and nationwide ma...

Allan C. Nichols

Morningstar | More Than Friends as TPG Telecom and Vodafone Answer Each Other's Calls

Just 16 months after announcing its intention to disrupt the mobile industry as a new operator, TPG Telecom now plans to tie up with Vodafone, the third-largest player in the space. The sudden impetus to merge is also unexpected given the two companies have been working closely together since 2015, be it TPG building dark fibre for Vodafone, or acting as a Vodafone mobile reseller. In our view, the abrupt decision to take the relationship to the next level is a tacit recognition of the current competitive intensity in the mobile market, even before the entry of a new challenger. While a combi...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • François Maury
  • Hela Zarrouk
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam, CFA
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Vincent Maulay

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/26/2018

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • François Maury
  • Hela Zarrouk
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam, CFA
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Vincent Maulay

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/07/2018

...

ValuEngine Rating and Forecast Report for VOD

ValuEngine Rating and Forecast Report for VOD

ValuEngine Rating and Forecast Report for VOD

ValuEngine Rating and Forecast Report for VOD

ValuEngine Rating and Forecast Report for VOD

ValuEngine Rating and Forecast Report for VOD

ValuEngine Rating and Forecast Report for VOD

ValuEngine Rating and Forecast Report for VOD

ValuEngine Rating and Forecast Report for VOD

ValuEngine Rating and Forecast Report for VOD

ICD Research Department

Vodafone Group PLC : Technology and Communications - Company Profile, SWOT & Financial Analysis

Synopsis ICD Research's "Vodafone Group PLC : Technology and Communications - Company Profile, SWOT & Financial Analysis" contains in depth information and data about the company and its operations. The profile contains a company overview, key facts, major products and services, SWOT analysis, business description, company history, key competitors, financial analysis, mergers & acquisitions, recent developments, key employees as well as company locations and subsidiaries. Summary This report is a crucial resource for industry executives and anyone looking to access key information about "Vo...

Expert Corporate Governance Service (ECGS)

Etude l' AG du 28/07/2017

Vodafone has been fined £4.6m by The Office of Communications (Ofcom) for ‘serious and sustained’ breaches of consumer protection rules.  Ofcom carried out two investigations into the Company resulting in the Company being fined £3.7m for taking pay-as-you go customers’ money without providing a service in return; and £925,000 for flaws in its complaints handling processes.  Please see the attached report for further details.  In addition, the Company and its subsidiaries are currently involved in a number of legal proceedings including inquiries from, or discussions with, governmental authori...

Louis AZAIS

Short term view - VODAFONE : The major support has been reached.

The trend is still neutral but within that interval prices could head towards the bottom of the range.Arguments :- The major support has been reached.- Prices are breaking below the moving average.- Prices will test the quality of gap.

Louis AZAIS

Analyse court terme - VODAFONE : Le support majeur est atteint.

La tendance est toujours neutre, mais au sein de cet intervalle un mouvement de plus court terme se dessine vers le bas de la consolidation.Arguments :- Le support majeur est atteint.- Les prix enfoncent la moyenne mobile.- Les prix doivent revenir tester le gap.

Louis AZAIS

Short term view - VODAFONE : All-time-high

The previous high has been passed, the bullish trend is confirmed. The next target is at 239.20 p. The invalidation level is below 222.00 p.Arguments :- Prices made a new all-time-high, this confirms the strength of the trend.- The moving average is supporting prices.- The bullish gap has been tested, the rally resumes.

Louis AZAIS

Analyse court terme - VODAFONE : Plus haut historique

Le précédent sommet vient d'être franchi, ceci confirme la tendance haussière. Le prochain objectif est à 239,20 p. Le niveau d'invalidation est sous 222,00 p.Arguments :- Les cours font un nouveau plus haut historique, ce qui témoigne de la force de la tendance.- La moyenne mobile sert de support.- Le gap a été testé, la tendance haussière peut reprendre.

Louis AZAIS

Short term view - VODAFONE : The bullish gap opened as prices break out of the pattern announces a rally.

The previous high has been passed, the bullish trend is confirmed. The next target is at 233.30 p. The invalidation level is below 211.00 p.Arguments :- Prices made a new all-time-high, this confirms the strength of the trend.- The bullish gap opened as prices break out of the...

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