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29 Mar 2023
STAMP 2023: The Price of Everything
Bouygues (EN:EPA), 0 | Bouygues SA (EN:PAR), 0 | Swisscom AG (SCMN:SWX), 0 | Telecom Italia (TIT:BIT), 0 | Telecom Italia S.p.A. (TIT:MIL), 0 | BT Group plc (BT.A:LON), 105 | Telefonica SA (TEF:MCE), 0 | Royal KPN NV (KPN:AMS), 0 | Vodafone Group Plc (VOD:LON), 66.7 | Deutsche Telekom AG (DTE:ETR), 0 | Orange (ORA:EPA), 0 | Orange SA (ORA:PAR), 0 | Tele2 (TEL2-B:STO), 0 | Tele2 AB Class B (TEL2.B:OME), 0 | Orange Belgium SA (OBEL:BRU), 0 | Elisa Oyj Class A (ELISA:HEL), 0 | COMCAST CORP-CLASS A (CMCSA:NYSE), 0 | Comcast Corporation Class A (CMCSA:NAS), 0 | Telia Company (TELIA:STO), 0 | Telia Company AB (TELIA:OME), 0 | TELENOR (TEL:STO), 0 | Telenor ASA (TEL:OSL), 0 | United Internet AG (UTDI:ETR), 0 | Proximus (PROX:EBR), 0 | Proximus SA (PROX:BRU), 0 | LIBERTY GLOBAL PLC-A (LBTYA:NYSE), 0 | Liberty Global Ltd. Class A (LBTYA:NAS), 0 | Telenet Group Holding (TNET:EBR), 0 | freenet AG (FNTN:ETR), 0 | 1&1 AG (1U1:ETR), 0 | T-MOBILE US (TMUS:NYSE), 0 | T-Mobile US, Inc. (TMUS:NAS), 0 | Charter Communications Inc (CHTR:NYSE), 0 | Charter Communications, Inc. Class A (CHTR:NAS), 0 | Telefonica Deutschland Holding AG (O2D:ETR), 0 | Cellnex Telecom (CLNX:BME), 0 | Cellnex Telecom S.A. (CLNX:MCE), 0 | Infrastrutture Wireless Italiane (INW:BIT), 0 | Infrastrutture Wireless Italiane S.p.A. (INW:MIL), 0 | Altice USA Inc (ATUS:NYSE), 0 | Altice USA, Inc. Class A (ATUS:NYS), 0 | Airtel Africa Plc (AAF:LON), 107 | Vantage Towers AG (VTWR:HAM), 0
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STAMP 2023: The Price of Everything
Bouygues (EN:EPA), 0 | Bouygues SA (EN:PAR), 0 | Swisscom AG (SCMN:SWX), 0 | Telecom Italia (TIT:BIT), 0 | Telecom Italia S.p.A. (TIT:MIL), 0 | BT Group plc (BT.A:LON), 105 | Telefonica SA (TEF:MCE), 0 | Royal KPN NV (KPN:AMS), 0 | Vodafone Group Plc (VOD:LON), 66.7 | Deutsche Telekom AG (DTE:ETR), 0 | Orange (ORA:EPA), 0 | Orange SA (ORA:PAR), 0 | Tele2 (TEL2-B:STO), 0 | Tele2 AB Class B (TEL2.B:OME), 0 | Orange Belgium SA (OBEL:BRU), 0 | Elisa Oyj Class A (ELISA:HEL), 0 | COMCAST CORP-CLASS A (CMCSA:NYSE), 0 | Comcast Corporation Class A (CMCSA:NAS), 0 | Telia Company (TELIA:STO), 0 | Telia Company AB (TELIA:OME), 0 | TELENOR (TEL:STO), 0 | Telenor ASA (TEL:OSL), 0 | United Internet AG (UTDI:ETR), 0 | Proximus (PROX:EBR), 0 | Proximus SA (PROX:BRU), 0 | LIBERTY GLOBAL PLC-A (LBTYA:NYSE), 0 | Liberty Global Ltd. Class A (LBTYA:NAS), 0 | Telenet Group Holding (TNET:EBR), 0 | freenet AG (FNTN:ETR), 0 | 1&1 AG (1U1:ETR), 0 | T-MOBILE US (TMUS:NYSE), 0 | T-Mobile US, Inc. (TMUS:NAS), 0 | Charter Communications Inc (CHTR:NYSE), 0 | Charter Communications, Inc. Class A (CHTR:NAS), 0 | Telefonica Deutschland Holding AG (O2D:ETR), 0 | Cellnex Telecom (CLNX:BME), 0 | Cellnex Telecom S.A. (CLNX:MCE), 0 | Infrastrutture Wireless Italiane (INW:BIT), 0 | Infrastrutture Wireless Italiane S.p.A. (INW:MIL), 0 | Altice USA Inc (ATUS:NYSE), 0 | Altice USA, Inc. Class A (ATUS:NYS), 0 | Airtel Africa Plc (AAF:LON), 107 | Vantage Towers AG (VTWR:HAM), 0
- Published:
29 Mar 2023 -
Author:
Mills Joshua JM | Paramaguru Kohulan KP | McHugh Sam SM | Schild Francesca FS -
Pages:
216
That shout of outrage you just heard? Don''t worry, it''s just someone opening their telco bill. Actually, do worry, because the telcos in your portfolio are the only utilities that face real customer bargaining power.
2023 will be the year when telcos, flexing new-found pricing enthusiasm, bump against customers'' squeezed incomes, with ramping potential for churn. And while revenue prospects have hardly ever looked so good, what if competition and discounting sweep everything away?
Enter BNP Paribas Exane''s eighth STAMP survey, with responses from over 20k consumers. Prior editions have been strong predictors of financial performance. So, which telcos have the best brands and happiest customers this year, allowing them to keep the benefits of price rises? And which don''t? Read on to find out...