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    Siyi He

    senior equity analyst at Citigroup Inc.

    Siyi He is a senior equity analyst at Citigroup Inc., specializing in global telecommunications, media, and technology sectors with a focus on major European operators such as Vodafone, Partner Communications, and Bezeq. Renowned for a data-driven approach, Siyi He maintains a strong performance record, with a 68% success rate and an average return per recommendation of 8.6% as tracked by TipRanks, covering 15 stocks across the sector. He has been active in research coverage at Citi since at least 2018, with prior professional contributions documented in equity coverage for notable telecom firms, but no prior firms were identified outside Citigroup. He is listed in multiple investor relations sources as a Citi analyst and is presumed to hold industry-required regulatory credentials, though specific FINRA licenses are not detailed in public records.

    Siyi He's questions to TELENOR (TELNY) leadership

    Siyi He's questions to TELENOR (TELNY) leadership • Q1 2025

    Question

    Siyi He asked about the weakening fixed broadband net adds in the Nordics and its impact on infrastructure investment strategy. She also questioned how Telenor would ensure consolidation benefits are not offset by negative market dynamics post-deal.

    Answer

    CFO Torbjorn Wist acknowledged a tough quarter for fixed broadband, citing prudent investment to avoid overbuilding. CEO Benedicte Fasmer addressed consolidation, stating that a three-player market often creates a healthy balance of competition and profitability, and they would only pursue deals with clear business sense and manageable remedies.

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    Siyi He's questions to TELENOR (TELNY) leadership • Q3 2024

    Question

    Siyi He requested an explanation for Telenor Norway's better-than-expected EBITDA performance, which grew despite OpEx reductions not yet fully materializing. She also asked about the sustainability of mobile ARPU growth in a lower inflation environment, particularly with the help of value-added services.

    Answer

    CEO Sigve Brekke attributed Norway's strong performance to its market position, leveraging network strength and security as a key differentiator in its 'more-for-more' pricing strategy. He noted this approach has successfully driven price adjustments while also attracting net new subscribers. Brekke confirmed that the full effect of OpEx reductions will become more visible in coming quarters and that the company is actively pushing value-added security products to support ARPU growth.

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