Around the world, privatization remains all the rage.
Back in September, we saw Taiwan complete its privatization of Motley Fool Income Investor pick Chunghwa Telecom
The reason, according to a Financial Times report, is almost entirely mergers-and-acquisitions-based. Last year, Swisscom was a leading contender to acquire next-door neighbor Telecom Austria
Today, Swisscom is interested in acquiring a pair of somewhat more distant targets: Ireland's eircom Group and Denmark's TDC
The difference between the two potential deals looks even more striking from a valuation perspective. Judging from the current value of its roughly one-third float, a Swisscom privatization might value the entire company at $19.4 billion. True, that would make the $11 billion market cap sported by the near-same-sized TDC look tempting. But eircom carries a market cap of just $1.7 billion, giving that potential deal a price tag of just 0.8 times sales, vs. a TDC merger at 1.3 times sales.
Whatever the price tag, and whichever the deal, Swisscom needs to get itself privatized before it starts announcing acquisitions, unless it wants a repeat of last year's snag. If it is able to overcome local concerns -- a privatization would likely have to pass a Swiss referendum, and might also require amendment of the country's telecom laws -- Swisscom could proceed with an eircom acquisition. With has $2.4 billion in cash on hand, it could afford a decent premium to eircom's market price. A TDC acquisition would likely have to involve new stock issuance, however; Swisscom simply lacks the scratch to pay for it today.
Fool contributor Rich Smith owns no shares in any of the companies mentioned in this article.