BT shares skid on report Sky may back rival fiber investment
BT shares skid on report Sky may back rival fiber investment
By Steve Goldstein
史蒂夫·戈德斯坦(Steve Goldstein)著
BT Group shares slumped as much as 8% on a report that Sky would invest in Virgin Media O2's broadband plans.
英國電信集團(BT Group)股價一度暴跌8%,原因是有報道稱,天空電視台將投資維珍媒體O2的寬帶計劃。
BT Group fell as the Sunday Telegraph said Sky is closing on on a deal to back the fiber rollout, a threat to BT's Openreach.
英國電信集團(BT Group)股價下跌,英國星期日電訊報(The Sunday Telegraph)報道稱,天空即將達成一項支持光纖鋪設的協議,這對英國電信的OpenReach構成了威脅。
Virgin Media O2 is a venture between Liberty Global (LBTYA) and Telefonica , and Sky is owned by Comcast (CMCSA). Analysts at UBS say a fiber JV/cable wholesale combined could add more than GBP300 million of EBITDA to VMO2 and was worth more than $3.5/Liberty Global share. The same analysis said BT could lose over GBP600 million of "very high margin" revenue or some 30 pence per BT share.
維珍媒體O2是Liberty Global(LBTYA)和Telefonica的合資企業,天空屬於康卡斯特(Comcast)。瑞銀(UBS)分析師表示,光纖合資/電纜批發加在一起,可能會為VMO2增加超過3億英鎊的EBITDA,價值超過3.5美元/Liberty Global股票。同一份分析報告稱,英國電信可能會損失超過6億英鎊的“非常高的利潤率”收入,或每股30便士。
Sky currently spends some GBP760 million per year on broadband wholesale fees.
Sky目前每年在寬帶批發費上花費約7.6億英鎊。
Broader European stock markets saw little movement in afternoon trade. The Stoxx Europe 600 edged up 0.1% to 453.22.
更廣泛的歐洲股市在下午的交易中幾乎沒有變動。斯托克歐洲600指數小幅上漲0.1%,至453.22點。
U.K. supermarket chains including J Sainsbury rose after the weekend auction for Wm. Morrison , which saw Clayton, Dubilier & Rice, submit the winning bid with a 287 pence per share, or GBP7.1 billion offer.
包括J Sainsbury在內的英國連鎖超市在週末拍賣Wm後上漲。看到Clayton,Dubilier&Rice的莫里森以每股287便士,即71億英鎊的出價提交了中標報價。
-Steve Goldstein
--史蒂夫·戈爾茨坦
譯文內容由第三人軟體翻譯。