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    David Vagman

    Senior Equity Analyst at ING Belgium

    David Vagman is a Senior Equity Analyst at ING Belgium, specializing in coverage of leading Belgian listed companies, including D'Ieteren Group, EVS Broadcast Equipment, Proximus Group, and IBA Group. He is recognized for his detailed sector research and investor recommendations, such as issuing a BUY rating and a target price of EUR 235.0 for D'Ieteren Group in January 2025, reflecting a robust analytical track record. Vagman has built his career as a dedicated analyst at ING Belgium and is regularly cited in consensus overviews for several major Belgian corporates. He holds advanced credentials in equity research and investment analysis, contributing consistently to market intelligence and client advisory.

    David Vagman's questions to KKPNY leadership

    David Vagman's questions to KKPNY leadership • Q2 2024

    Question

    Asked for the market value of the IP assets being sold and whether KPN was observing regional differences in copper broadband performance, particularly in areas with Delta's fiber footprint. He also followed up on whether a major strategic move in the Delta footprint should be expected before 2027.

    Answer

    KPN is cautious about providing a market value for the IP assets due to market volatility but confirmed a similar-sized sale is locked in for next year, with a significant chunk of assets remaining. Performance is managed regionally, using different tactics where they face fiber competition. While the main strategy is the organic rollout to 80% coverage, the company remains opportunistic for deals like the Glaspoort acquisition but the primary focus is on their own build.

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