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Analysts and investors welcomed the move after the British company's shares languished during the two years of the pandemic, held back by competition in markets such as Italy, Spain and Portugal.
Chief Executive Nick Read<\/a>, Vodafone's former CFO who has been in the top job since Oct. 2018, has called for more consolidation in Europe and said it was willing to pursue merger opportunities for its Vantage Towers<\/a> infrastructure spin-out.
He has already completed 19 transactions, helping it focus on Europe and Africa.
The call for consolidation reflects a growing belief in the industry<\/a> that Brussels may be more open to in-country deals to reduce the number of operators in each market, enabling them to extract greater returns and invest more in their networks.
A need to invest in networks, highlighted during the pandemic, follows many years when regulators in Europe prioritised the needs of consumers, requiring four or five operators in each market to compete and keep prices low.
The biggest players in European telecoms are Vodafone, Deutsche Telekom<\/a>, France's Orange and Telefonica. Vodafone reports quarterly results on Wednesday.
The Financial Times<\/a> said Cevian, Europe's largest activist fund, wanted Vodafone to be more aggressive in driving consolidation in markets such as Spain, Italy and the UK.
Reuters reported earlier this month that Vodafone and Iliad were in talks to combine their businesses in Italy.
Bloomberg<\/a> first reported the Cevian development. Both Vodafone and Cevian declined to comment.
Victoria Scholar<\/a>, Head of Investment at Interactive Investor, said Vodafone had been sucked into a battle on price.
\"Unless drastic action is taken to overhaul Vodafone, the stock looks set to continue to underperform the FTSE 100, at a time when the UK market is looking increasingly compelling from a valuation perspective, having underperformed other global indices since Brexit<\/a>,\" she said.
The arrival of Cevian comes as activist investors take an increasing role in Britain, with reports that Nelson Peltz's Trian Partners has built a stake in Unilever<\/a>, and news that Patrick Drahi now owns 18% of BT.
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- Telecom乐动扑克News
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沃达丰股价上升Cevian新闻,希望更多的交易乐动扑克
分析师和投资者对这一举动表示欢迎后,英国公司的股价低迷期间两年的大流行,阻碍市场竞争如意大利、西班牙和葡萄牙。
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分析师和投资者对这一举动表示欢迎后,英国公司的股价低迷期间两年的大流行,阻碍市场竞争如意大利、西班牙和葡萄牙。
首席执行官尼克读沃达丰(Vodafone)前首席财务官一直在2018年10月以来的最高职位,呼吁更多整合欧洲和表示愿意为其寻求并购机会有利的塔基础设施消磨。
他已经完成了19个事务,帮助它专注于欧洲和非洲。
整合的呼声反映了越来越多的相信行业布鲁塞尔可能更开放的国内交易,以减少运营商的数量在每一个市场,使他们能够提取更高回报,更多地投资于他们的网络。
需要投资于网络,强调在大流行期间,跟随多年,监管机构在欧洲优先考虑消费者的需求,需要四个或五个运营商在每个市场竞争和保持低价格。
欧洲电信最大的球员是沃达丰(Vodafone),德国电信,法国的橙色和西班牙电信。沃达丰(Vodafone)周三公布季度业绩。
英国《金融时报》Cevian说,欧洲最大的维权基金,希望沃达丰更积极地推动整合市场如西班牙、意大利和英国。
据路透社报道,本月早些时候,沃达丰(Vodafone)和《伊利亚特》在意大利结合自己的企业进行谈判。
布隆伯格首次报道Cevian发展。沃达丰和Cevian均拒绝置评。
维多利亚的学者交互式投资者投资主管表示,沃达丰已经陷入一场价格战。
“除非改革采取有力行动沃达丰股票似乎将继续表现不佳富时100指数,在英国市场越来越引人注目的从估值的角度来看,有其他以来全球指数表现不佳Brexit,”她说。
Cevian的到来之际,激进投资者承担越来越重要的角色在英国,与报道,Nelson Peltz特里安合作伙伴建立了股份联合利华和新闻,帕特乐动扑克里克Drahi现在拥有英国电信18%的股份。
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