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BT shares skid on report Sky may back rival fiber investment

BT shares skid on report Sky may back rival fiber investment

英国电信股价下跌，有报道称天空可能会支持竞争对手的光纤投资
DowjonesNews MarketWatch ·  2021/10/04 07:36

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.

英国电信集团(BT Group)股价一度暴跌8%，原因是有报道称，天空电视台将投资维珍媒体O2的宽带计划。

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.

英国电信集团(BT Group)股价下跌，英国星期日电讯报(The Sunday Telegraph)报道称，天空即将达成一项支持光纤铺设的协议，这对英国电信的OpenReach构成了威胁。

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.

维珍媒体O2是Liberty Global(LBTYA)和Telefonica的合资企业，天空属于康卡斯特(Comcast)。瑞银(UBS)分析师表示，光纤合资/电缆批发加在一起，可能会为VMO2增加超过3亿英镑的EBITDA，价值超过3.5美元/Liberty Global股票。同一份分析报告称，英国电信可能会损失超过6亿英镑的“非常高的利润率”收入，或每股30便士。

Sky currently spends some GBP760 million per year on broadband wholesale fees.

Sky目前每年在宽带批发费上花费约7.6亿英镑。

Broader European stock markets saw little movement in afternoon trade. The Stoxx Europe 600 edged up 0.1% to 453.22.

更广泛的欧洲股市在下午的交易中几乎没有变动。斯托克欧洲600指数小幅上涨0.1%，至453.22点。

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在内的英国连锁超市在周末拍卖Wm后上涨。看到Clayton，Dubilier&Rice的莫里森以每股287便士，即71亿英镑的出价提交了中标报价。

-Steve Goldstein

--史蒂夫·戈尔茨坦

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