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1&1:Quarterly Results/2023 Q3: Difference between revisions
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==== Q3 results ==== | ==== 1&1 to post good Q3 results ==== | ||
* Analyst Keval Khiroya expects 1&1 '''service business to have accelerated''' (Nov 1)<ref name=":0" />'''.''' | * Analyst Keval Khiroya expects 1&1 '''service business to have accelerated''' (Nov 1)<ref name=":0" />'''.''' | ||
* Berenberg analyst Usman Ghazi expects (Sept.13) 1&1's sales growth in H2 to exceed expectations. He added that "its operating earnings estimates (Ebitda) are currently below consensus forecasts."<ref>https://www.finanzen.net/analyse/1_1_buy-joh_berenberg_gossler__co_kg_berenberg_bank__909589</ref> | * Berenberg analyst Usman Ghazi expects (Sept.13) 1&1's sales growth in H2 to exceed expectations. He added that "its operating earnings estimates (Ebitda) are currently below consensus forecasts."<ref>https://www.finanzen.net/analyse/1_1_buy-joh_berenberg_gossler__co_kg_berenberg_bank__909589</ref> | ||
==== | ==== Vodafone deal reduces need and cost for 1&1 to build own mobile network ==== | ||
* Goldman Sachs analyst, Andrew Lee, believes (Oct.2) that the contract with Vodafone is positive since it makes longer-term developments easier to predict. He expects 1&1's construction of its own network to progress slowly and on a less large scale<ref name=":1" />. | * Goldman Sachs analyst, Andrew Lee, believes (Oct.2) that the contract with Vodafone is positive since it makes longer-term developments easier to predict. He expects 1&1's construction of its own network to progress slowly and on a less large scale<ref name=":1" />. | ||
* UBS analyst Polo Tang said (Sept 26.) that his conversations with european executives and regulatory authories from telecomunication sector established that 1&1 has cut back on plans to build its own network. He said this could give the stock a boost<ref>https://www.finanzen.ch/analyse/1&1-buy-911459</ref>. | * UBS analyst Polo Tang said (Sept 26.) that his conversations with european executives and regulatory authories from telecomunication sector established that 1&1 has cut back on plans to build its own network. He said this could give the stock a boost<ref>https://www.finanzen.ch/analyse/1&1-buy-911459</ref>. | ||
==== | ==== Extension of frequency usage rights reduces bidding wars and may make 1&1 scale down on it network buildup ==== | ||
* UBS analyst Polo Tang said (Sept.4) that the fact that the Federal Network Agency wants to extend the useful life of frequencies is positive for 1&1 since it means that the company "would now scale back its plans to build its own network."<ref>https://www.finanzen.at/analyse/1&1-buy-909852</ref> | * UBS analyst Polo Tang said (Sept.4) that the fact that the Federal Network Agency wants to extend the useful life of frequencies is positive for 1&1 since it means that the company "would now scale back its plans to build its own network."<ref>https://www.finanzen.at/analyse/1&1-buy-909852</ref> | ||
* DZ Bank analyst Karsten Oblinger (Sept.14) said the Federal Network Agency's planned waiver of the upcoming spectrum auction eliminates bidding wars<ref name=":2" />. | * DZ Bank analyst Karsten Oblinger (Sept.14) said the Federal Network Agency's planned waiver of the upcoming spectrum auction eliminates bidding wars<ref name=":2" />. | ||
==== | ==== 1&1 is still undervalued ==== | ||
* Berenberg analyst Usman Ghazi said (Sept.13) 1&1's shares are still undervalued despite 40% recovery from their lows<ref name=":3" />. | * Berenberg analyst Usman Ghazi said (Sept.13) 1&1's shares are still undervalued despite 40% recovery from their lows<ref name=":3" />. | ||