Added to YB: 2025-04-16
Pitch date: 2025-04-15
ZEG.L [neutral]
Zegona Communications plc
+132.32%
current return
Author Info
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Company Info
Zegona Communications plc provides integrated telecommunications services in Spain. The company offers broadband, mobile, TV, voice, data, and other value-added products and services.
Market Cap
GBP 12.8B
Pitch Price
GBP 6.22
Price Target
12.40 (-14%)
Dividend
N/A
EV/EBITDA
11.38
P/E
-175.12
EV/Sales
5.81
Sector
Diversified Telecommunication Services
Category
N/A
Idea Update and Some Thoughts on Dealing with Market Turmoil - Zegona Communications plc
ZEG.L (update): Up >125% but caution ahead. MasOrange fiberco sale slightly delayed by legal/worker issues, though likely proceeding as MasOrange needs to reduce leverage. Bull case valuation for MasOrange/Telefonica fibercos unlikely in current economy, but thesis remains intact with potential to double.
Read full article (1 min)