BT Group PLC

BT is a communications services company, delivering products and services with industry-specific communications solutions and consulting expertise. Co.'s principal activities include: networked IT services; local, national and international telecommunications services; broadband and internet products and services; and converged fixed/mobile products and services. Co. operates five lines of businesses: BT Global Services, BT Business, BT Consumer, BT Wholesale and Openreach, providing services to around 6,500 large corporate and public sector customers, in more than 170 countries worldwide.
  • TickerBT.A
  • ISINGB0030913577
  • ExchangeLondon Stock Exchange
  • SectorFixed Line Telecommunications
  • CountryUnited Kingdom

Analysts

Philip Morrish

Value Indicator - UK Main Market 18022019

Currently '(TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that povdes the ueser with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Utilities 18022019

Currently '(TM)Value Indicator - Utilities' is a value analysis of the Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the user with indicative longer-term target prices.

Allan C. Nichols

Morningstar | BT Is Making Progress on its Turnaround

When BT acquired EE, it became the only truly convergent telecom operator in the United Kingdom with the ability to offer fixed-line and wireless telephony, broadband, and pay TV on its own network. The U.K. has trailed several other European countries in moving to converged services, but we think this acquisition jump-starts that move. BT should benefit, as it controls the whole network, while others will need to wholesale at least some services from somewhere else. BT's best-performing division has been its consumer sector, and the addition of EE helps this business even further. The firm's ...

Allan C. Nichols

BT Is Making Progress on its Turnaround

BT reported fiscal third-quarter revenue and EBITDA that was a bit better than our expectations, but the pension deficit widened by GBP 500 million, offsetting this improvement. Thus, we expect to maintain our GBX 360 per local share fair value estimate and narrow moat rating. We believe the shares are significantly undervalued. No financials were provided beyond EBITDA. The firm reported revenue fell 1% year over year during the quarter versus our full-year projection of a 1.9% decline. The con...

Philip Morrish

Value Indicator - UK Utilities 11022019

Currently '(TM)Value Indicator - UK Utilities sector' is a value analysis of the Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's Main market that provides the user with indicative longer-term target prices.

Allan C. Nichols

Morningstar | BT Is Making Progress on its Turnaround

When BT acquired EE, it became the only truly convergent telecom operator in the United Kingdom with the ability to offer fixed-line and wireless telephony, broadband, and pay TV on its own network. The U.K. has trailed several other European countries in moving to converged services, but we think this acquisition jump-starts that move. BT should benefit, as it controls the whole network, while others will need to wholesale at least some services from somewhere else. BT's best-performing division has been its consumer sector, and the addition of EE helps this business even further. The firm's ...

Allan C. Nichols

BT Is Making Progress on its Turnaround

BT reported fiscal third-quarter revenue and EBITDA that was a bit better than our expectations, but the pension deficit widened by GBP 500 million, offsetting this improvement. Thus, we expect to maintain our GBX 360 per local share fair value estimate and narrow moat rating. We believe the shares are significantly undervalued. No financials were provided beyond EBITDA. The firm reported revenue fell 1% year over year during the quarter versus our full-year projection of a 1.9% decline. The con...

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

James Ratzer

BT Q3 19 - Solid execution should support estimates

BT just reported a strong quarter. Good news. The messaging around future guidance is a little bit more cloudy. Less good news.

Ng Adrian

BT Group

1 director bought

A director at BT Group bought 9,000 shares at 219p and the significance rating of the trade was 55/100. 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 names of board mem...

Alastair Jones ...
  • Chris Hoare
  • James Ratzer
  • Jin Yoon
  • Jonathan Chaplin
  • Pierre FerraguÊ
  • Russell Waller

New Street: BT, BABA, NOK, AAPL, AMD, ENTEL, KDDI, ELISA, OPTUS, SKT, KPN, TNOR,

Global TMT headlines: BT (Buy): Strong set of Q3 results – guidance now looks conservative to us. Alibaba (Buy) FY3Q19 Results: Feed Recommendation May Be Closer to Launching but Near-Term Revenue Deceleration Expected Nokia (Neutral): Good revenues momentum and Gross Margins recovery in the core business. We remain cautious on revenue growth in coming years. Apple (Neutral) 1FQ19: Macro is a small portion of the problem – thesis playing out in full. AMD (Sell) 4Q18 Wrap-up: Quarter in-line, 1Q guide 15% below, FY guide above. Entel (Neutral) reported Q4s last night. Revenue was bro...

James Ratzer ...
  • Jonathan Chaplin

Global TMT: Top 2019 picks, EU upgrade, US Policy, UK Spectrum, CityFibre

Global TMT headlines: Recession or not? Top 10 TMT picks to navigate uncertainty in 2019. INVITE: CLIENT CALL: EU TELCOS UPGRADE; Time to Give The Sector A Fresh Look (Top picks -VOD/TEF); 19/12, 3PM UK. US Policy: C-Band Proceeding Still Distant From Peace on Earth; Plus T-Mobile Progress and Not, Google’s Hearing. UK: Ofcom consultation of 700MHz and 3.6-3.8GHz auction. CityFibre secures up to £1.12bn debt facility for FTTH.

James Ratzer ...
  • Pierre FerraguÊ

Global TMT: Top 10 TMT Picks, EU Telco Upgrade, TSLA, TI, UK, Belgium, Asia Tour

Global TMT headlines: European telecoms sector upgrade; Time to give the sector a fresh look Upgrade Vodafone and BT to Buy. Tesla (Buy): Subsidies will impact US Model 3 demand… but not by 3,000 cars p/w! TI (Buy): More corporate governance shenanigans – Vivendi formally call another shareholder meeting. UK market update: 3 headlines that might be longer-term positives. Belgium cable regulation A positive for Proximus, Telenet and KPN. Asia tour - Japanese telcos and China front of mind. INVITE: NEW STREET RESEARCH TMT TOP 10 PICKS FOR 2019 CONF CALL.

James Ratzer

Global TMT: EQIX, DLR, AMAT, NVDA, TCENT, JD, CSCO

Global TMT: BT, LBTY, CMCSA, US Policy, SB KK, German specutrum, TI, AAPL, BHARTI James Ratzer 5

James Ratzer ...
  • Pierre FerraguÊ
  • Russell Waller

Global TMT: IFX, VOD, US Policy, UI, BT, SCMN

Global TMT headlines: IFX (Buy) 4FQ18 Wrap-up: We love the price, we hate the time. VOD (Neutral) 2Q18: In-line; FCF guide raised TowerCo created. US Policy: TMUS / S Deal Odds 90%? Infrastructure Bill 2.0? Reasons for Skepticism. Also, a Post Post-Election Review. United Internet (Neutral): Q3 results – mixed bag, but clean EBITDA beat. BT (Neutral): CFO/ Head of Regulation meeting feedback. Swisscom agrees to pay more for Tiscali’s 3.5GHz spectrum.

Philip Morrish

Value Indicator - UK Main Market 18022019

Currently '(TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that povdes the ueser with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Utilities 18022019

Currently '(TM)Value Indicator - Utilities' is a value analysis of the Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the user with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Utilities 11022019

Currently '(TM)Value Indicator - UK Utilities sector' is a value analysis of the Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's Main market that provides the user with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 28012019

Currently '(TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Utilities 28012019

Currently '(TM)Value Indicator - UK utilities' is a value analysis of the Telecoms and Utilities sectors listed on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

MarketLine Department

Dixons Carphone plc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Dixons Carphone plc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments Marketline's Dixons Carphone plc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Dixons Carphone plc since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorgani...

James Ratzer

Three UK - Path to 5G remains on track

Three UK has just given a presentation update on their network and their path to 5G, which follows on from the presentation that they gave in June. The over-riding message was that all continues to be on track, and they still are keen to push ahead with their 5G spectrum advantage and hope to launch 5G services when handsets start becoming available from H2 2019 onwards.

ICD Research Department

BT Group plc : Technology and Communications - Company Profile, SWOT & Financial Analysis

Synopsis ICD Research's "BT 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 "BT Group...

Expert Corporate Governance Service (ECGS)

proxy report 11/07/2018

Job Losses In May 2018, the Company announced that it would be cutting 13,000 jobs over the next three years, representing about 12% of its workforce. This decision is being taken as a measure to help reduce the Company’s costs by £1.5bn following the accounting scandal last year which forced the firm to write down £530m on the value of the Italian portion of its global Services. Item 2: Approve the Remuneration Report The structure is weighted more towards rewarding long-term performance. The quantum during the year is already excessive. Additionally, accelerated vesting in the event of a ...

Expert Corporate Governance Service (ECGS)

Etude l' AG du 12/07/2017

 Accounting IssuesThe Company previously announced on 27 October 2016 that an initial internal investigation of accounting practices in its Italian business had identified certain historical accounting errors and areas of management judgement requiring reassessment. The Company instigated an investigation, which included an independent review by KPMG LLP, with support and oversight from its Legal, Governance & Compliance function and Freshfields Bruckhaus Deringer. The investigation identified an overstatement of profits amounting to £268m in its Italian business over a number of years. Ofcom ...

Dave Nicoski ...
  • Ross LaDuke

Global Equity Strategy

Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Investors' primary sources of angst continue to revolve around concerns of (1) the global shift toward tighter monetary policy and the potential for perceived policy missteps, (2) trade and tariffs, and (3) the potential negative effects both (1) and (2) may have on global growth. Comments from Fed Chair Powell that interest rates are “just below” the neutral rate and the 90-day tariff ceasefire agreement between the U.S. and China have not been able to calm the markets. In Europe, ...

Valérie GASTALDY

Short term view - BT GROUP : Prices are still making progress

The background trend is clearly bullish. Prices are still making progress but there is less power in the movement. The next resistance is at 256.50 p. Breaking below the support at 217.10 p would invalidate the trend.

Valérie GASTALDY

Analyse court terme - BT GROUP : Les cours progressent encore.

La tendance de fond est clairement orientée à la hausse. Les cours progressent encore, mais le mouvement montre moins de puissance. La prochaine résistance est à 256,50 p. La rupture du support à 217,10 p invaliderait cette tendance.

Valérie GASTALDY

Analyse court terme - BT GROUP : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. Les cours progressent encore, mais le mouvement montre moins de puissance. La prochaine résistance est à 256,50 p. La rupture du support à 217,10 p invaliderait cette tendance.

Valérie GASTALDY

Short term view - BT GROUP : The background trend is clearly bullish.

The background trend is clearly bullish. Prices are still making progress but there is less power in the movement. The next resistance is at 256.50 p. Breaking below the support at 217.10 p would invalidate the trend.

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