Vodafone in talks to buy Kabel Deutschland, reports say -UPDATE
Medtronic Inc. Dl-,10
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07:46 20/03/24
Is there any truth to any of the above?
Only time will tell if there is any truth to any of the above. However, analysts at Jefferies do see some sense to the speculation. For one, they believe that Deutsche Telekom may at some point decided to push quad-play as a way to outcompete mobile-only and fixed-only competitors - although there are no signs of DT going down this route at this time. Nevertheless, at some point Vodafone may look 'address' that strategic threat. Interestingly, they add that, "In as much as this is a Europe-wide concern for Vodafone, management might consider taking over Liberty at some point - and owning the largest German cable operator would strengthen that deal rationale."
RD