UBS warns of wholesale threat to broadband profits, stays negative on BT and Vodafone

Impact · against what's priced in

UBS's negative outlook on BT and Vodafone highlights structural pricing pressure in the UK broadband market and slowing German momentum, presenting a bearish catalyst. Galliford Try sees a positive bump from securing a major government framework, while Liberty Global's target trim reflects ongoing UK revenue headwinds.

VOD−0.70: No priced-in read yet

UBS warns of wholesale threat to broadband profits, stays negative on BT and Vodafone

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UBS warns of wholesale threat to broadband profits, stays negative on BT and Vodafone

What matters in this story

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UBS warns of wholesale threat to broadband profits, stays negative on BT and Vodafone

What matters in this story

Next reads from the same story arc

ExxonMobil, Visa Among 16 Dividend Growth Companies To Announce Annual Dividend Increases In October

UBS warns of wholesale threat to broadband profits, stays negative on BT and Vodafone

What matters in this story

Next reads from the same story arc

ExxonMobil, Visa Among 16 Dividend Growth Companies To Announce Annual Dividend Increases In October

How each ticker is affected

Connected tickers

Track these names every morning.

Arrow Electronics (ARW) Moves 4.5% Higher: Will This Strength Last?

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