Assessing VEON (NasdaqGS:VEON) Valuation After Kyivstar’s Direct To Cell Milestone And 5G Pilot In Ukraine

Simply Wall St.01-17

VEON (NasdaqGS:VEON) is back in focus after Kyivstar crossed 3 million users for its Starlink powered Direct to Cell satellite service in Ukraine, while also running a 5G pilot in central Lviv. See ...

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See ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/telecom/nasdaq-veon/veon/news/assessing-veon-nasdaqgsveon-valuation-after-kyivstars-direct\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823431563.USD","symbol_name":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/telecom/nasdaq-veon/veon/news/assessing-veon-nasdaqgsveon-valuation-after-kyivstars-direct","article_id":"2604410819","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9031000-choice1-main-header/1585186715767"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/telecom/nasdaq-veon/veon/news/assessing-veon-nasdaqgsveon-valuation-after-kyivstars-direct","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2604410819","pubTimestamp":1768638213,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"VEON (NasdaqGS:VEON) is back in focus after Kyivstar crossed 3 million users for its Starlink powered Direct to Cell satellite service in Ukraine, while also running a 5G pilot in central Lviv.\nSee our latest analysis for VEON.\nThese connectivity moves come as VEON’s share price sits at US$54.50, with a 7 day share price return of 4.73% and a year to date share price return of 3.42%. The 1 year total shareholder return of 18.48% and the very large 3 year total shareholder return highlight how...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","LU0950373646.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) INC","BK4132":"无线电信业务","VEON":"VEON Ltd","LU0823431647.USD":"BNP PARIBAS RUSSIA EQUITY \"CLASSIC\" (USD) INC"},"translate_title":"在Kyivstar实现Direct To Cell里程碑和乌克兰5G试点后评估VEON（纳斯达克GS：VEON）的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VEON":1.5},"content_text":"VEON (NasdaqGS:VEON) is back in focus after Kyivstar crossed 3 million users for its Starlink powered Direct to Cell satellite service in Ukraine, while also running a 5G pilot in central Lviv. See our latest analysis for VEON. These connectivity moves come as VEON’s share price sits at US$54.50, with a 7 day share price return of 4.73% and a year to date share price return of 3.42%. The 1 year total shareholder return of 18.48% and the very large 3 year total shareholder return highlight how sentiment around the company has shifted over a longer period. If this kind of telecom and digital services story interests you, it could be worth widening your search through fast growing stocks with high insider ownership for other companies with strong growth profiles and committed insiders. With VEON posting steady recent returns and trading at US$54.50 while some models point to an intrinsic discount, the key question is whether the current price still leaves upside on the table or if markets already reflect future growth. AdvertisementMost Popular Narrative: 28.9% Undervalued With VEON last closing at US$54.50 versus a narrative fair value of US$76.68, the current price sits well below that modeled estimate. This estimate relies on specific growth, margin and valuation inputs rather than short term sentiment.  Analysts are assuming VEON's revenue will grow by 7.0% annually over the next 3 years. Analysts assume that profit margins will shrink from 23.7% today to 13.5% in 3 years time.  Read the complete narrative. Curious how slower earnings, shrinking margins and a future P/E below the sector average still back a higher fair value? The full narrative lays out the numbers and the tension between cash flow durability, capital returns and a lower valuation multiple. Result: Fair Value of $76.68 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on conditions that can change quickly, with currency swings in core markets and high gross debt of US$4.63b, both capable of pressuring the story. Find out about the key risks to this VEON narrative.  Build Your Own VEON Narrative If you look at the numbers and reach a different conclusion, or simply prefer to test your own assumptions, you can build a custom view in just a few minutes with Do it your way A great starting point for your VEON research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If VEON has caught your attention, do not stop there. Use the Simply Wall St Screener to uncover other opportunities that fit the way you like to invest.  Spot potential value candidates early by scanning these 863 undervalued stocks based on cash flows to find stocks trading below their estimated cash flow based fair value. Ride major tech shifts by checking out these 24 AI penny stocks to see companies tied to artificial intelligence themes at lower share prices. Target income focused names using these 12 dividend stocks with yields > 3% to highlight listed businesses offering dividend yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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