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Aandeel KPN Koninklijke AEX:KPN.NL, NL0000009082

Laatste koers (eur) Verschil Volume
3,590   +0,010   (+0,28%) Dagrange 3,566 - 3,591 5.236.814   Gem. (3M) 10,1M

KPN in mei

224 Posts
Pagina: «« 1 ... 7 8 9 10 11 12 »» | Laatste | Omlaag ↓
  1. [verwijderd] 23 mei 2012 10:09
    N.a.v. dat verhaal van Moody's gisteren; KPN zou minder interessant zijn dan veel andere Europese telecommers omdat daar minder te bezuinigen valt.

    Een aparte redenatie, het omgekeerde ook van de standaard redenatie dat je als bedrijf mean and lean moet zijn. Nu strekt het opeens tot aanbeveling een logge inefficiënte onderneming te zijn. Yeah right. Het is een redenering, maar wel één uit de categorie drogredenen.

    Het feit dat de Nederlandse staat geen golden share meer in de voormalige PTT heeft, lijkt opeens ook geen voordeel meer. KPN heeft alles gedaan wat de markt (lees zakenbanken) wilde en het resultaat is dat ze stukken lager gewaardeerd wordt dan Deutsche Telekom, dat log is en waar de staat nog een groot aandeel in houdt.

    De koers van DT staat op hetzelfde niveau als half maart. Niet gedaald dus.
  2. [verwijderd] 23 mei 2012 10:25
    [quote=B_B]
    Haha.

    Steeds meer artikelen over Telenet en KPN Base (= positief).
    Voor de banken van Slim is het makkelijk om in de ochtend de koers te drukken (weinig handel, meeste aandelen in buitenlandse handen), maar 's middags wordt het moeilijker.

    hoi,

    ik denk niet dat SLIM het erg vind dat Base wordt verkocht, want ergens staat me bij dat hij achter de strategie van KPN staat, dus er mee eens is.

    Persoonlijk hoop ik dat KPN niet in gaat op dat bod van SLIM want het is in mijn ogen een niets zeggend bod, hij had dat belang allang kunnen opbouwen.(misschien al gedaan)

    KPN Moet gewoon gaan investeren en moet zorgen dat zij het meest betrouwbare en "snelste" netwerk hebben! dit is waar het om gaat in deze business!! En ze moeten wat verzinnen om van die OPTA af te komen!

  3. B_B 23 mei 2012 11:06
    Telenet wil wellicht Base overnemen van KPN

    Door Arnoud Wokke, woensdag 23 mei 2012 10:03, views: 2.942

    De Belgische kabelaar Telenet, voor meer dan de helft eigendom van het moederbedrijf van UPC, zou KPN-dochter Base willen overnemen. Dat meldt persbureau Reuters. Daarmee zou Telenet een eigen mobiel netwerk kopen.

    Base moet tussen 1,6 en 1,8 miljard euro opbrengen, meldt Reuters op basis van diverse anonieme bronnen. Moederbedrijf Liberty Global, dat onder meer in Nederland via UPC speelt met de gedachte om een mobiele provider te worden, zou met de aankoop zijn eerste stap willen zetten op de mobiele markt. "Liberty Global ziet potentie in het samenbrengen van de kabelmarkt en de mobiele markt in de komende vijf jaar, maar het bedrijf heeft twijfels", zegt een bron tegen het persbureau. "Ze willen het uitproberen zonder een grote stap te zetten."

    De Belgische KPN-dochter Base heeft 4,4 miljoen klanten en is de derde provider in België, na Proximus en Mobistar. Telenet is vooral kabelaar, maar heeft een 3g-licentie die niet wordt gebruikt. Daarvoor heeft Telenet al een waarschuwing gekregen.

    Er gingen al eerder geruchten dat KPN af wil van zijn Belgische tak om zich meer te kunnen richten op de Nederlandse markt. Dat gerucht werd enkele weken geleden niet ontkend door KPN; het bedrijf onderzoekt de strategische mogelijkheden.

    tweakers.net/nieuws/82116/telenet-wil...

    Misschien wil Liberty Global KPN in z'n geheel overnemen.
    Dan heeft UPC ook mobiel in Nederland.
    (zie posting mickey1399 in PB).
  4. B_B 23 mei 2012 14:54
    Slim Approached Austria, Not Pecik, On Telekom: Sawiris
    By Stephanie Baker and Zoe Schneeweiss - May 23, 2012 2:00 PM GMT+0200

    Egyptian billionaire Naguib Sawiris said Carlos Slim’s America Movil (AMXL) SAB hasn’t approached him and Ronny Pecik about their stake in Telekom Austria AG. (TKA)
    “My understanding is that Slim approached the Austrian state,” Sawiris said in a telephone interview today from Egypt. “He didn’t approach us.” Sawiris helped Pecik finance his 20 percent stake in Telekom Austria.
    America Movil has held “early” talks with investors Pecik and Sawiris on their stake in the company, Kronen Zeitung reported this month, without saying where it got the information. The Austrian state is Telekom Austria’s biggest owner with 28.4 percent via its asset agency OeIAG. A sale of the stake would require approval by the coalition government, which is led by the Social Democrats, who oppose privatizations.
    Slim, the world’s richest person, is turning to Europe as subscriber growth slows in markets such as Brazil and Mexico. Claire Verhagen, an outside spokeswoman for America Movil, didn’t comment. Bernhard Nagiller, a spokesman for OeIAG, declined to comment, referring to the Telekom Austria annual shareholder meeting in Vienna today, which started at 10 a.m. local time.
    Telekom Austria shares fell 0.5 percent to 7.88 euros at 1:56 p.m. in Vienna.
    America Movil this month made an unsolicited offer of 2.6 billion euros ($3.3 billion) to increase its stake in Dutch phone company Royal KPN NV (KPN) to as much as 28 percent. KPN said the offer is low and hired investment banks to explore options.
    Supervisory Board Seat
    Sawiris said he wasn’t attending Telekom Austria’s shareholder meeting because of elections in Egypt. He’s still standing for a seat on the company’s supervisory board, he said.
    “I should be elected assuming I have met all the requirements,” Sawiris said. “If I don’t it means the government has voted against me. The outcome of the vote depends on how many from the free float cast their votes. We cannot vote for ourselves.”
    Pecik is also standing for a seat on the supervisory board. The vote on this is the final agenda item of the meeting.
    Telekom Austria is struggling with falling revenue at home and in its eastern European units stretching from Belarus to Bulgaria, while it’s saddled with a large payroll stemming from its days as state monopoly. Pecik, who’s spent about 1 billion euros to build his Telekom Austria stake, has called for new management to replace Chief Executive Officer Hannes Ametsreiter’s team and turn around the “undervalued and under- managed” company.

    www.bloomberg.com/news/2012-05-23/sli...

    Blufpoker!
  5. B_B 23 mei 2012 19:03
    Bloomberg News
    Slim Family Sees European Crisis as Good Time to Invest
    By Crayton Harrison on May 23, 2012

    Europe’s debt crisis is providing a “good moment” for Carlos Slim to apply his strategy of investing in times of turmoil, said the billionaire’s son, America Movil SAB (AMXL) Co-Chairman Carlos Slim Domit.

    America Movil, controlled by the elder Slim, announced a $3.4 billion bid to increase its stake in former Dutch phone monopoly Royal KPN NV earlier this month. While the acquisition would be Slim’s first major European foray, it follows a longstanding pattern, his son said. America Movil tries to stay as efficient and financially sound as possible so that it can quickly capitalize on fresh opportunities, he said.

    “When hard times come, you can look at opportunities in a very agile way,” Slim Domit, 45, said in an interview this week in Mexico City. “Europe is in a good moment.”

    Before America Movil made its offer for a KPN stake on May 7, the Dutch company’s stock had fallen as low as 6.37 euros, dragged down by concern that the European crisis would hurt demand. Slim offered to pay 8 euros a share for as much as 28 percent of KPN. That move mirrored Slim’s opportunistic buying in Argentina and Brazil a decade ago and even earlier in Mexico -- investments that helped make him the world’s richest person.

    European leaders are meeting in Brussels this week to discuss the region’s debt crisis after deepening concern Greece will exit the euro wiped about $4 trillion from equity markets worldwide this month.

    European Challenges
    Still, Slim’s KPN deal faces hurdles. The Dutch carrier has rejected the offer, saying it “substantially undervalues the company.” If approved, the transaction would more than quintuple America Movil’s stake in the Netherlands’ largest phone company.

    America Movil also may have approached the Austrian government about buying a stake in Telekom Austria AG (TKA), according to one of the carrier’s biggest investors, Egyptian billionaire Naguib Sawiris. A sale of that stake would require approval by the coalition government, which is led by the Social Democrats, who oppose privatizations. America Movil declined to comment.

    Slim Domit co-leads the board of America Movil, the largest wireless carrier in the Americas, with his brother Patrick. He’s also chairman of the carrier’s Telmex land-line unit and of Grupo Carso SAB, a Slim-controlled company with retail, construction and manufacturing units.

    Family History
    The family’s investment strategy goes back decades, Slim Domit said. Along with his two younger brothers, he received lessons from his father from an early age on how to value companies. The Slim patriarch, now 72, was following the tradition of his own father, Julian Slim, a Lebanese immigrant to Mexico who gave his children savings books with their weekly allowances to teach them how to manage income and expenses.

    Julian Slim took advantage of depressed prices during the nation’s 1910 revolution to buy up real estate in downtown Mexico City. The lesson stuck with Carlos Slim, who would use a series of economic crises in Mexico to build a collection of assets, from tire and cigarette manufacturing to insurance to retail, culminating in his 1990 acquisition of Telmex during a privatization movement by the government.

    From Telmex sprouted America Movil, which now spans most of the Western Hemisphere, from the U.S. to Argentina. The company grew by acquiring distressed assets, such as bankrupt AT&T Latin America Corp.’s fiber-optic lines, and investing in those networks to reach consumers, Slim Domit said.

    Network Improvements
    “There wasn’t a lot of infrastructure,” he said. “In many countries the company began by making an acquisition of the third- or fourth-biggest carrier, and then got as big as it is now by investing and being competitive in the market.”

    America Movil is spending more than $9 billion this year, with a similar amount budgeted for the next two years, to improve its network across Latin America. It’s pushing fiber- optic lines closer to users’ homes and preparing to introduce faster wireless services known as 4G, or fourth generation.

    Those investments have given America Movil an edge over its biggest rival, Telefonica SA (TEF), in most of the region, said Vera Rossi, an analyst at Barclays Capital in New York.

    “They have the best position in Latin America,” she said.

    The opportunity in Europe is different, mainly because phone networks are much more developed in the region than they are in Latin America, Slim Domit said.

    “We’re not thinking about going there as operators,” he said. “Those are markets that we view with a lot of potential for the development of synergies, and above all we’re seeking complementary philosophies on how to develop businesses.”

    America Movil aims to win approval from Dutch securities regulators for its KPN offer and carry out the transaction in early June. The company will keep looking at telecommunications investments because Slim believes the industry will be the center of technological changes over the next decade, such as the shift to using wireless devices for financial transactions, Slim Domit said.

    “My dad has said it many times, but we’re in a new era, and telecommunications are the nervous system of this new era,” he said.

    www.businessweek.com/news/2012-05-23/...
  6. [verwijderd] 24 mei 2012 10:13
    quote:

    Wilbar schreef:

    [quote alias=B_B id=6288885 date=201205240921]
    Dagelijkse verkoopdruk komt uitsluitend van Slim.
    Gisteren heeft hij meer dan 4 miljoen stuks verkocht om de koers niet te laten stijgen (gerucht Telenet/Base).

    [/quote]

    Volgens mij droom jij 's nachts van complotten...

    Nee hoor hij heeft hem vanochtend gesproken ben benieuwd hoeveel Slim er vandaag gaat verkopen
  7. [verwijderd] 24 mei 2012 11:23
    Je zou met wat fantasie ook kunnen veronderstellen dat Slim zijn zinnen op de Europese Telecommarkt heeft gezet en hier en daar wat prikjes uitdeelt om de affecten daarvan te peilen en in te voegen in de uiteindelijke strategie en middelerwijl ook nog even wat geruchtenwinstjes op te pikken.
224 Posts
Pagina: «« 1 ... 7 8 9 10 11 12 »» | Laatste |Omhoog ↑

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