Swisscom AG: More Capital Lite But Also More Expensive
Portfolio Pulse from
Swisscom AG's CAPEX is minimal compared to peers, but its valuation is not compelling due to industry competitiveness and cheaper alternatives. Recent earnings show pressure on Swiss businesses but positive revenue in Italy, where SCMWY is acquiring Vodafone Italia.
January 14, 2025 | 5:45 pm
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NEUTRAL IMPACT
Swisscom AG's CAPEX is minimal, but its valuation is not compelling due to industry competitiveness and cheaper alternatives. Earnings show pressure in Swiss market, positive in Italy with Vodafone Italia acquisition.
Swisscom's minimal CAPEX burden is a positive, but the lack of compelling valuation and industry competitiveness may neutralize short-term stock price impact. The acquisition of Vodafone Italia is positive but with limited synergies.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80