KKR’s deal could take time as Mario Draghi certainly wants to keep an eye and a stake in TI’s fibre network, while Vivendi won’t accept the offer at this price. But this deal could reconcile each other’s objectives.
TI’s stock is currently up by c.25% but it should also be interesting to buy telcos like Orange, Proximus, KPN, Vodafone, Swisscom or Deutsche Telekom. Their governance is less open-minded to private equity but they conceal hidden infrastucture treasures.
22 Nov 2021
KKR's buyout offer shows how much the telecom sector is undervalued
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KKR's buyout offer shows how much the telecom sector is undervalued
- Published:
22 Nov 2021 -
Author:
Jean-Michel Salvador -
Pages:
3
KKR’s deal could take time as Mario Draghi certainly wants to keep an eye and a stake in TI’s fibre network, while Vivendi won’t accept the offer at this price. But this deal could reconcile each other’s objectives.
TI’s stock is currently up by c.25% but it should also be interesting to buy telcos like Orange, Proximus, KPN, Vodafone, Swisscom or Deutsche Telekom. Their governance is less open-minded to private equity but they conceal hidden infrastucture treasures.