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Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Published
22 Mar 25
Updated
03 Nov 25
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RecMag's Fair Value
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1Y
4.7%
7D
-7.2%

Author's Valuation

€17.1359.6% undervalued intrinsic discount

RecMag's Fair Value

Shared on 03 Nov 25

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Guided by veteran pilots with a track record of delivering results , Proximus appears ready to steer through its next phase, maintaining control as it adjusts course toward efficiency and sustainable growth. * Proximus increases prices by €2–€4 per month starting January 1, 2026 * Proximus Global CEO: Mr. Seçkin Arikan starts on November 1st, 2025 * IPO momentum builds in Benelux telecom, 14 October 2025 * Why only 11% of Belgians use fibre technology, 14 October 2025 * Proximus Global CEO: Mr. Seçkin Arikan starts on November 1st, 2025: "I look forward to working with the talented teams around the world to drive innovation in digital communications, enhance customer experiences, and deliver sustainable growth.

Shared on 15 Oct 25

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

"This is not financial advice. All views expressed are personal interpretations of publicly available information and are not predictions or recommendations." Two veteran jetfighter pilots.

Shared on 14 Oct 25

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Antonietta Mastroianni, Digital & IT Lead, has decided to leave Proximus IPO momentum builds in Benelux telecom Why only 11% of Belgians use fibre technology "This is not financial advice. All views expressed are personal interpretations of publicly available information."

Shared on 07 Oct 25

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

No time for coffee, we’ve left the harbor. Proximus Global is not sailing; it’s taxiing down the runway.

Shared on 18 Sep 25

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Proximus Global CEO: Mr. Seçkin Arikan starts on November 1st. 2025 Cockpit crew incoming, turbos and nitrous about to engage.

Shared on 01 Aug 25

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Oh boy, someone just strapped two serious 1,000+ horsepower jet engines to the boat... With room left for a minibar.

Shared on 25 Jul 25

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

The first waves are rolling in, preparing for the storm. A clean bridge awaits its new captain.

Shared on 26 Jun 25

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

A cleaned-up bridge and a new heading, the tide is rising, a storm is brewing, and the ship is catching a tailwind. All aboard!

Shared on 19 Jun 25

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Proximus Reborn: CEO Bijnens Powers Price+Cut+Transform Play — Dividend Momentum Building. ‘Surf’s up, boys.’ The wave is coming.

Shared on 17 Jun 25

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

RecMag made no meaningful changes to valuation assumptions.

Shared on 13 Jun 25

Fair value Increased 7.06%

Proximus: The Safe Alternative Dividend-Paying Stock

13 June 2025, 1) Proximus sells infrastructure (Luxembourg) €111 million ($127 million). 2) Proximus Announces Sale of 92.7% Be-Mobile Stake €170 million ($195 million).

Shared on 12 Jun 25

Proximus: The Safe Alternative Dividend-Paying Stock

Proximus Lands €100M+ NATO Contract with Thales Proximus, in partnership with Thales, has secured a major multi-year NATO contract—estimated at over €100 million—to overhaul the alliance's core IT infrastructure. The deal runs through 2029 and positions Proximus as a key player in NATO’s digital transformation.

Shared on 02 Jun 25

Proximus: The Safe Alternative Dividend-Paying Stock

UPDATE – 02 June 2025: Proximus plans to sell over 60%, approximately 500 of its buildings by 2035, totaling around 500,000 square metres (5,381,955 square feet). The company aims to raise over €500 million from these sales by 2027.