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TUESDAY,
02/05/2023 - Scope Ratings GmbH
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European telecoms: Why is growth elusive? How big is the capex challenge?
Thursday, May 25th 2023 - 12:00 PM (CEST)
The European telecoms sector has proved its robustness through the Covid crisis and the energy shock, but investors have shifted their focus back to possible new sources of growth amid inflation and pressure in some markets for more investment in fibre. Please join Scope Ratings analysts Jacques de Greling and Thomas Langlet to discuss these key questions in our webinar at 12:00 CET Thursday 25 May:
- Can price indexation can generate new growth?
- Is making the Gafa group of social media companies pay for network access plausible?
- Would a new round of M&A boost revenues? And how likely is it?
- How intense is pressure on balance sheets from new fibre capex?
- How does Scope’s latest rating action – 4iG – illustrate specific sector trends?