UPDATE: Vodafone Gets Approach For Egypt Stake - Sources
May 21 2010 - 6:00AM
Dow Jones News
Telecom Egypt SAE (ETEL.CI) has approached Vodafone Group PLC
(VOD) about buying out the U.K. company's controlling stake in
Vodafone Egypt Telecommunications Co. (VODE-CI), sources familiar
with the situation said Friday.
Vodafone Group has a 55% stake in Vodafone Egypt, and
state-owned Telecom Egypt holds a 45% stake.
Telecom Egypt, the only provider of fixed-line services in the
country, said in March it wanted to increase its exposure to the
mobile market. Chief Executive Tarek Tantawy said he was
considering the acquisition of an integrated telecom company, and
that the company would consider bidding for a fourth mobile license
in Egypt if it came to the market.
Vodafone Egypt competes with market leader Egyptian Co. for
Mobile Services (EMOB.CI), also known as Mobinil, and Etisalat
Egypt, a subsidiary of United Arab Emirates-based Emirates
Telecommunications Corp. (ETISALAT.AD)
France Telecom (FTE) and Orascom Telecom (ORTE.CI) said April 15
they had reached a settlement over the ownership of Mobinil,
brokered by the Egyptian government, ending a long running and
complicated legal dispute in the Egyptian courts and international
arbitration.
Price wars between mobile operators in Egypt are reducing
margins and revenue. Mobile line subscribers totaled 55.85 million
in January this year, a 32% rise on the year earlier, according to
data from the Egyptian Ministry of Communications and Information
Technology website, while mobile penetration was 73%.
Telecom Egypt made an "informal approach" to Vodafone, said a
person familiar with the situation, and no other parties are
involved.
Investment Bank UBS (UBS) suggested last month that Telecom
Egypt could pay up to 6 times enterprise value/earnings before
interest, tax, depreciation and amortization for Vodafone's stake
in Vodafone Egypt.
Vodafone and Telecom Egypt both declined to comment.
At 0919 GMT, Vodafone's shares were trading up 1.9% at 132 pence
in a flat London market.
-By Molly Neal, Dow Jones Newswires; 44 (0) 207 842 9358;
molly.neal@dowjones.com
(Jessica Hodgson contributed to this article.)