Kabel Deutschland will an die Börse gehen - ob das was wird ???? (Seite 21)
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| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 7,4500 | +27,57 | |
| 1,3030 | +22,92 | |
| 1,0800 | +13,68 | |
| 4,5100 | +11,91 | |
| 12,020 | +10,68 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 9.100,00 | -9,00 | |
| 2,6700 | -11,88 | |
| 0,5654 | -13,85 | |
| 2,0900 | -17,72 | |
| 1,4400 | -33,64 |
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Antwort auf Beitrag Nr.: 73.825.711 von Aktienduffy am 10.05.23 18:12:53
Wo kann man den sehen, welcher Broker die Verkäufe abwickelt?
Zitat von Aktienduffy: ich bin mir ziemlich sicher, dass der Brief von der Norges Bank, sprich dem Norwegischen Staatsfonds kommt. Dieser hatte mit Ende Dezember noch 331k Stk und als Verkäufer taucht seit Monaten der gleiche Broker auf.
Bei diesem Riesenportfolio ist das wahrscheinlich eine taktische Entscheidung, weil ich vermute sehr stark, dass die Kabel wie auch die Osram (wo auch von der norges bank abgebaut wird) aufgrund des BGAV im Nullzinsumfeld als corporate bond ersatz gehalten wurden und diese Überlegung ist nun hinfällig.
Wo kann man den sehen, welcher Broker die Verkäufe abwickelt?
Kann ich verstehen
Mir geht die Wartezeit dieses Jahr auch auf den Senkel
Bei Ls Invest, bei Scharf, bei Dre und bei Kabel
Ich hoffe, es gibt bald positive News
Mir geht die Wartezeit dieses Jahr auch auf den Senkel
Bei Ls Invest, bei Scharf, bei Dre und bei Kabel
Ich hoffe, es gibt bald positive News
Antwort auf Beitrag Nr.: 73.874.455 von Aktienduffy am 19.05.23 07:39:22
Ich hab das Gefühl, Du wirst bald depressiv...🙈🤣
Zitat von Aktienduffy: ja wird vermutlich eh so sein und die "reacceleration" wird ignoriert werden...
Ich hab das Gefühl, Du wirst bald depressiv...🙈🤣
Antwort auf Beitrag Nr.: 73.871.125 von trade20 am 18.05.23 13:12:11ja wird vermutlich eh so sein und die "reacceleration" wird ignoriert werden...
Antwort auf Beitrag Nr.: 73.861.435 von gnuldi am 16.05.23 21:37:50So wird auch der positivste Gutachter auf Linie gebracht....
Vodafone FY22–23: Germany braces for impact as housing association TV contracts come up for grabs
By Harry Padoan17 May 2023
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Operator could lose significant chunk of 8.5 million TV customer base within housing associations, which generates around €800m in revenue.
As OpCo continues recovery programme Della Valle warns that impact may be felt before the year is out, with hardest hit coming in FY25.
Newly appointed Group CEO insists that despite challenges in broadband and mobile, a “reacceleration” can soon be expected for German operator.
https://www.telcotitans.com/vodafonewatch/vodafone-fy22-23-g…
Vodafone FY22–23: Germany braces for impact as housing association TV contracts come up for grabs
By Harry Padoan17 May 2023
Save article Please Sign in to your account to use this feature
Operator could lose significant chunk of 8.5 million TV customer base within housing associations, which generates around €800m in revenue.
As OpCo continues recovery programme Della Valle warns that impact may be felt before the year is out, with hardest hit coming in FY25.
Newly appointed Group CEO insists that despite challenges in broadband and mobile, a “reacceleration” can soon be expected for German operator.
https://www.telcotitans.com/vodafonewatch/vodafone-fy22-23-g…
Trading Spotlight
Kann mich noch an den hapag squeeze erinnern
Früh nachgefragt ob was geplant ist
Antwort hapag Nein
Nachmittags fast doppelt so hoch
Oder damals twe
Ein Freund hat an captrain gemailt
Haben ihm das eineinhalbfache pro Aktie geboten
Hat abgelehnt
Die Abfindung war noch höher
Früh nachgefragt ob was geplant ist
Antwort hapag Nein
Nachmittags fast doppelt so hoch
Oder damals twe
Ein Freund hat an captrain gemailt
Haben ihm das eineinhalbfache pro Aktie geboten
Hat abgelehnt
Die Abfindung war noch höher
Antwort auf Beitrag Nr.: 73.860.964 von sergiodq am 16.05.23 20:09:15Nach dem Pfeiffer-Gutachten mache ich mir keine Illusionen mehr... die machen was sie wollen.
Hajo
Hajo
Antwort auf Beitrag Nr.: 73.860.727 von Aktienduffy am 16.05.23 19:40:56
Dass der JÜ in den nächsten 5 Jahren kontinuierlich von 630 auf 450 Mio sinkt, halte ich für zu pessimistisch, nachdem es in den letzten 10 Jahren genau anders herum war. Ich glaube auch nicht, dass das gutachterlich seriös eingearbeitet werden kann. 😉
Zitat von Aktienduffy: auf die schnelle nichts, was darauf hindeutet, dass des ergebnis im terminal value auf unter 450 Mio sinkt, was einen Ertragswert unter dem 3mVWAP bedeuten würde...
Dass der JÜ in den nächsten 5 Jahren kontinuierlich von 630 auf 450 Mio sinkt, halte ich für zu pessimistisch, nachdem es in den letzten 10 Jahren genau anders herum war. Ich glaube auch nicht, dass das gutachterlich seriös eingearbeitet werden kann. 😉
en gros keine überraschung, leichter kundenverlust, abgefedert durch höhere ARPU...
On an organic basis,service revenue declined by 1.6%* (Q3: -1.8%*, Q4: -2.8%*) due to broadband customer losses and
a lower mobile ARPU, partially offset by higher roaming revenue and broadband ARPU growth. The slowdown in
quarterly trends was primarily driven by small one-off benefits in Q4 last year and the impact of a multi-year IoT
contract renewal.
Fixed service revenue declined by 1.8%* (Q3: -2.0%*,Q4:-2.1%*), driven by a lower broadband customer base, primarily
as a result of specific operational challenges related to the implementation of policies to comply with the 2021
Telecommunications Act, which are now resolved. This was partially offset by ARPU growth. In November 2022 we
increased pricesfor newbroadband customers, and inMarch 2023,we started to communicate price increasesto some
of our existing customers, which will be implemented during H1 FY24. Our cable broadband customer base declined
by 119,000 and we lost 87,000 DSL broadband customers during the year. As expected, our commercial performance
in Q4 wasimpacted by the decision to increase retail prices.
Our TV customer base declined by 412,000 and our converged customer base decreased by 52,000 to 2.3 million
Consumer converged accounts. These declines primarily reflect higher disconnections of broadband bundle
customers, as well asfewer cross-selling opportunities.
Ahead of changesto German TV laws, which take effect from July 2024 and end the practise of bulk TV contracting in
Multi Dwelling Units(‘MDUs’), we are actively working with our Housing Association partnersto manage thistransition,
and sign customers up to individual contracts. In total, we have 8.5 million MDU TV customers, and they generate
around €800 million in basic-TV revenue. We have commenced our first trialsto re-contract customers.
Mobile service revenue declined by 1.2%* (Q3: -1.7%*, Q4: -3.7%*) primarily driven by lower contract ARPU reflecting
mobile termination rate cuts and a change in customer mix, as well as lower MVNO revenue, partially offset by higher
roaming revenue. The slowdown in quarterly trends was due to small one-off benefitsin the prior year, and the impact
of a major IoT automotive contract renewal in Q4 which will enable us to capture additional future revenue
opportunities. We added 68,000 contract customers in the year across both Business and Consumer. We also added
8.2 million IoT connections, driven by continued strong demand from the automotive sector.
Adjusted EBITDAaL declined by 6.1%*, of which 0.8 percentage points was due to higher energy costs. Adjusted
EBITDAaL growth was also impacted by lower service revenue and one-off settlements in the prior year. The adjusted
EBITDAaL margin was 2.6* percentage pointslower year-on-year at 40.6%.
On 8 March 2023 we announced the completion of our fibre-to-the-home (‘FTTH’) joint venture with Altice, which will
deploy FTTH to up to seven million homes over a six-year period. This partnership is complementary to our upgrade
plansfor our existing hybrid fibre cable network.
On an organic basis,service revenue declined by 1.6%* (Q3: -1.8%*, Q4: -2.8%*) due to broadband customer losses and
a lower mobile ARPU, partially offset by higher roaming revenue and broadband ARPU growth. The slowdown in
quarterly trends was primarily driven by small one-off benefits in Q4 last year and the impact of a multi-year IoT
contract renewal.
Fixed service revenue declined by 1.8%* (Q3: -2.0%*,Q4:-2.1%*), driven by a lower broadband customer base, primarily
as a result of specific operational challenges related to the implementation of policies to comply with the 2021
Telecommunications Act, which are now resolved. This was partially offset by ARPU growth. In November 2022 we
increased pricesfor newbroadband customers, and inMarch 2023,we started to communicate price increasesto some
of our existing customers, which will be implemented during H1 FY24. Our cable broadband customer base declined
by 119,000 and we lost 87,000 DSL broadband customers during the year. As expected, our commercial performance
in Q4 wasimpacted by the decision to increase retail prices.
Our TV customer base declined by 412,000 and our converged customer base decreased by 52,000 to 2.3 million
Consumer converged accounts. These declines primarily reflect higher disconnections of broadband bundle
customers, as well asfewer cross-selling opportunities.
Ahead of changesto German TV laws, which take effect from July 2024 and end the practise of bulk TV contracting in
Multi Dwelling Units(‘MDUs’), we are actively working with our Housing Association partnersto manage thistransition,
and sign customers up to individual contracts. In total, we have 8.5 million MDU TV customers, and they generate
around €800 million in basic-TV revenue. We have commenced our first trialsto re-contract customers.
Mobile service revenue declined by 1.2%* (Q3: -1.7%*, Q4: -3.7%*) primarily driven by lower contract ARPU reflecting
mobile termination rate cuts and a change in customer mix, as well as lower MVNO revenue, partially offset by higher
roaming revenue. The slowdown in quarterly trends was due to small one-off benefitsin the prior year, and the impact
of a major IoT automotive contract renewal in Q4 which will enable us to capture additional future revenue
opportunities. We added 68,000 contract customers in the year across both Business and Consumer. We also added
8.2 million IoT connections, driven by continued strong demand from the automotive sector.
Adjusted EBITDAaL declined by 6.1%*, of which 0.8 percentage points was due to higher energy costs. Adjusted
EBITDAaL growth was also impacted by lower service revenue and one-off settlements in the prior year. The adjusted
EBITDAaL margin was 2.6* percentage pointslower year-on-year at 40.6%.
On 8 March 2023 we announced the completion of our fibre-to-the-home (‘FTTH’) joint venture with Altice, which will
deploy FTTH to up to seven million homes over a six-year period. This partnership is complementary to our upgrade
plansfor our existing hybrid fibre cable network.
Antwort auf Beitrag Nr.: 73.856.296 von Marciavelli2000 am 16.05.23 10:22:46auf die schnelle nichts, was darauf hindeutet, dass des ergebnis im terminal value auf unter 450 Mio sinkt, was einen Ertragswert unter dem 3mVWAP bedeuten würde...
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Kabel Deutschland will an die Börse gehen - ob das was wird ????
