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    Ondrej Cabejšek

    Research Analyst at UBS Group AG

    Ondrej Cabejšek is an analyst at UBS Group AG specializing in coverage of telecommunications companies such as Telia Company and Tele2, with experience also covering Bezeq. He has demonstrated strong performance, maintaining a 68.25% success rate across 13 stocks, with an average return per transaction of 4.60% and a most profitable trade returning 46.3% on Telia stock from February 2024 to February 2025. Cabejšek has been publicly identified as an analyst at UBS since at least 2018, with a record of industry coverage spanning several years. His professional credentials include research roles at UBS Group AG and external recognition from platforms such as TipRanks, indicating credible and consistent equity analysis.

    Ondrej Cabejšek's questions to TELENOR (TELNY) leadership

    Ondrej Cabejšek's questions to TELENOR (TELNY) leadership • Q4 2024

    Question

    Ondrej Cabejšek asked for clarification on the 2025 free cash flow guidance, specifically questioning the expected contribution from Asia relative to the previous NOK 5 billion goal and the outlook for net working capital after a strong 2024.

    Answer

    CFO Torbjorn Wist explained that the year-over-year impact from working capital is expected to be negative in 2025 due to the significant structural gains made in 2024. Head of IR Frank Maaø confirmed the NOK 5 billion ambition for Asia's upstreamed cash flow still stands. CEO Benedicte Fasmer added that they expect True in Thailand to resume dividend payments in H2 2025.

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    Ondrej Cabejšek's questions to TELENOR (TELNY) leadership • Q3 2024

    Question

    Ondrej Cabejšek inquired about the impact of the situation in Bangladesh on Telenor's 2025 guidance, the potential mitigating factors, and the expected timeline for recovery. He also sought clarification on the NOK 5 billion cash flow ambition from Asia.

    Answer

    CEO Sigve Brekke explained that while it could take up to a year for Bangladesh to fully recover, he sees a gradual, step-by-step improvement and early positive signs. He noted the team is protecting cash flow by managing OpEx and CapEx. Acting CFO Kasper Kaarboe added that Grameenphone has spare network capacity, allowing for disciplined investment, and highlighted the minority ownership and tax shield as mitigating financial factors. Brekke confirmed the NOK 5 billion ambition for Asia in 2025 remains, inclusive of dividends from all Asian operations.

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    Ondrej Cabejšek's questions to TELEFONICA S A (TEF) leadership

    Ondrej Cabejšek's questions to TELEFONICA S A (TEF) leadership • Q1 2024

    Question

    Ondrej Cabejšek of UBS asked for conceptual details about the new mobile network agreement with Digi in Spain, questioning how its fundamentals might differ from the previous contract given the new market context. He also inquired about the outlook for wholesale fiber costs in Spain amid ongoing market consolidation.

    Answer

    Chief Operating Officer Ángel Vilá Boix explained that the new agreement with Digi is a long-term deal that extends beyond simple roaming to include network sharing components. He stated that the expected revenue flow would be at least equivalent to the current contract, providing long-term visibility. Regarding the Spanish market, he noted that Telefonica is prepared for wholesale discussions with the newly formed MásOrange and a future Zegona-owned Vodafone, aiming for win-win outcomes.

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