Published On: March 18th, 2025Categories: Trade Ideas
In this flash report, we follow up on our investment-case on VodafoneZiggo, published January 21, 2025. We reaffirm our constructive outlook on VodafoneZiggo as a resilient high-yield credit in the Dutch telecom market. Liberty Global has approached Vodafone with a €2 billion offer for its 50% stake, a move that could enhance strategic flexibility and accelerate consolidation in the Benelux telecom sector. A full acquisition may facilitate a VodafoneZiggo-Telenet merger, but regulatory approvals and execution risks remain key challenges.
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