The divestiture of NetCo

Tim: EU green light for Kkr's network purchase. Share price rises from -10% to +1.5% at close

The European Commission has unconditionally approved the acquisition of NetCo by Kkr, concluding that the transaction does not raise competition concerns in the European Economic Area

FILE PHOTO: The Tim logo is seen at its headquarters in Rome, Italy November 22, 2021. REUTERS/Yara Nardi/File Photo

2' min read

2' min read

The European Commission has unconditionally approved Kkr's acquisition of NetCo, concluding that the EUR 22 billion deal does not raise competition concerns in the European Economic Area. NetCo comprises the primary and backbone fixed telephony network assets of Telecom Italia S.p.A. (Tim) and FiberCop, the joint venture of Tim and Kkr responsible for Tim's secondary fixed telephony network.

The transaction is significant because it marks the first time that a former telephone monopoly in a major European country has divested its fixed network.

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Tim on a rollercoaster

On the news Tim's share price slashed its losses in the Italian stock market, after it had dropped as much as 10% during the session, and ended the day up 1.55% at EUR 0.25. The day's selling on the tlc company's share price comes on the heels of the publication of the first-quarter numbers (released on the eve of the trading session after the markets closed), which were in line with expectations. Analysts say they are confident that, with the approval of the NetCo divestment, we will see a return of interest in the stock in the short term and the closure of short positions.

Giorgetti's satisfaction

"We welcome with great satisfaction the unconditional green light from the European Commission on the acquisition of Netco by Kkr: the historic skein has been unravelled". This was stated by Economy and Finance Minister Giancarlo Giorgetti after the European Commission's decision on the Tim dossier. "It is a success of the Italian strategy and now we are moving towards a closing soon. The government's decision,' Giorgetti concluded, 'to participate in the operation has been rewarded.

TIM's fixed network covers almost 89% of the homes in Italy and its fibre and copper cables extend over 23 million km. The sale of the network is part of a government-backed plan to reduce Telecom Italia's debt.

Alternative operators consider complaint to Antitrust

After the unconditional green light from Brussels to the sale of Netco to Kkr, alternative operators (Olo) could consider a complaint to both the Italian Antitrust Authority and the European DgComp. Radiocor learns this from sources close to the dossier. The complaint would focus on the Msa, the Master service agreement, i.e. the framework agreement between Tim and Kkr to regulate relations between Netco and the Tim that will remain after the separation. It would be based, according to reports, on European rules prohibiting commercial practices between member states that prevent, restrict or distort competition (Article 101 of the TFEU) and prohibiting the abuse of a dominant position that may affect trade within the EU and prevent or restrict competition (Article 102).

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