Vodafone: We Have Liftoff (Rating Downgrade)

2026-02-05 16:04:16 ET

In my last article, about five months back, which you can find here , I called Vodafone one of the last attractive telecommunication companies on the entire market. After years of underperformance, Vodafone has finally caught a break, and the 2025A performance has been absolutely stellar. I'm very happy, therefore, that I have a major position in Vodafone, and it's one I have had for a while, meaning I now have a well-over 50% RoR inclusive of dividends and FX for the position....

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