BGAOY News and Press, Proximus SA De Droit Pub ADR From 05/19/22

After years of heavy pressure on revenues in the telecom sector, we make a call for near-term revenue stabilisation. From an operational perspective, the main themes for the telecom sector are the build-out of 5G and fibre networks. To improve the relative position of the sector, ...

Telcos are raising prices to combat inflation. This is occurring despite fundamental competitiveness of the industry and general pricing pressure. While both BT Group and Proximus are raising prices, BT Group is more dominant in its markets where Proximus operates more in oligopol...

We covered Proximus some weeks ago, focusing on its valuation which was attractive. Now we consider it more seriously as questions around the cycle arise and we look for exposures that are highly defensive as recession risks loom. Telcos are a safe bet, as people aren't going to s...

Proximus needs about 100 million EUR to reach 100k households in its fiber rollout, and it still has around 4 million homes to go. But the Telesign IPO looks good at an EV of 1.3 billion EUR, offsetting some of that burden. The normalised multiple is at around 5.6x EV/EBITDA on fo...

Proximus PLC (BGAOF) Q3 2021 Earnings Conference Call October 29, 2021 08:00 ET Company Participants Nancy Goossens - Investor Relations Guillaume Boutin - Chief Executive Officer Mark Reid - Chief Financial Officer Jim Casteele - Chief, Consumer Anne-Sophie Lotgering - Chief, Enterprise Geer...

The following slide deck was published by Proximus PLC in conjunction with their 2021 Q3 earnings call. For further details see: Proximus PLC 2021 Q3 - Results - Earnings Call Presentation

Proximus PLC (OTCPK:BGAOF): Q3 GAAP EPS of €0.36. Revenue of €1.4B (+2.2% Y/Y). Press Release For further details see: Proximus PLC reports Q3 results

Proximus is one of the three main domestic telecom players in Belgium. The company is paying a 1.20 EUR dividend, representing an 80% payout ratio. Despite the generous yield, I'm not adding to my position as there are some uncertainties and the company's future looks uninspiring....

Proximus PLC (BGAOF) Q4 2020 Earnings Conference Call February 26, 2021 07:00 AM ET Company Participants Nancy Goossens - Director, Group Investor Relations Guillaume Boutin - Chief Executive Officer Katleen Vandeweyer - Chief Financial Officer Jim Casteele - Chief Consumer Market Officer Ann...

The following slide deck was published by Proximus PLC in conjunction with their 2020 Q4 earnings call. For further details see: Proximus PLC 2020 Q4 - Results - Earnings Call Presentation