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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

英國電信股價下跌，有報道稱天空可能會支持競爭對手的光纖投資
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

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