UPDATE: Greece's OTE Sells Macedonia Mobile Unit For EUR190 Million
March 30 2009 - 5:58AM
Dow Jones News
Greece's dominant phone company, Hellenic Telecommunications
Organization SA (OTE), said Monday that it has sold its mobile and
retail operations in Macedonia to Telekom Slovenije DD (TLSG.LJ)
for EUR190 million.
The unit, Cosmofon, is one of the largest mobile providers in
Macedonia, with a 30% market share. The sale also includes the
disposal of approximately 60 Germanos retail outlets in the
country.
Last year, Deutsche Telekom AG (DT) - which operates its own
mobile network in Macedonia - acquired a 25% stake in OTE.
Combined, the two companies controlled more than 90% of the mobile
market so as a result of that tie-up, Macedonian anti-trust
authorities have forced OTE to sell its Cosmofon unit.
The sale price was above the unit's net book value of EUR140.1
million and close to analysts' expectations.
"The completion and size of asset disposal has been largely
expected, yet it remains a positive step that facilitates employee
redundancies (and thus reduces medium-term expenses) in more vital
units like domestic fixed line," analysts at National P&K
Securities said in a note.
"The implied valuation of the two companies values Cosmofon at
circa 10 times 2008 earnings before interest, taxes, depreciation
and amortization (Ebitda), a rather stretched valuation when
considering typical levels of six to seven times Ebitda for listed
mobile assets in Europe," it added. "Yet the above consideration
includes the Germanos retail network of about 60 outlets in the
country."
In acquiring the unit, Telekom Slovenije said the purchase would
further widen its footprint in Southeast Europe, where it already
has operations in Kosovo, Bosnia-Herzegovina and Albania, among
other places.
Other bidders for Cosmofon included Turkey's largest mobile
phone operator, Turkcell (TKC), and Turkish fixed-line telephone
company Turk Telekom (TTKOM.IS).
At 1010 GMT, OTE shares were down 2.2% at EUR10.95, in line with
the broader Athens stock market.
Web sites: www.ote.gr; www.cosmote.gr; www.telekom.si
-By Alkman Granitsas, Dow Jones Newswires; +30 210 331 2881;
alkman.granitsas@dowjones.com