DTEGF News and Press, Deutsche Telekom AG From 01/29/23

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Global Growth Strategy takes a diversified appr...

Summary Deutsche Telekom reported its third quarter earnings and they managed to report continued growth across the board. Deutsche Telekom raised its FY22 outlook for the third time this year and increased its dividend by 10%. Deutsche Telekom remains to be undervalued and is...

Summary VZ remains an interesting dividend pick due to its 11Y low prices, triggering an attractive 7.02% yield by 2024, against its 4Y average of 4.57%. Naturally, this is assuming that investors are comfortable with VZ's massive debts of $135.1B and value destruction thus far. ...

Deutsche Telekom AG (DTEGY) Q3 2022 Earnings Conference Call November 10, 2022 08:00 ET Company Participants Hannes Wittig - Head of Investor Relations Timotheus Hottges - Chief Executive Officer Christian Illek - Chief Financial Officer Conference Call Par...

Summary BT Group's shares have significantly underperformed its global peers, negatively impacted by the weakening UK economy. A focus on cost reductions highlights a challenging outlook, and the costly fiber network roll-out will still take another 3 years. Despite the shares...

Summary The Strategy outperformed for the second quarter in a row, thanks in large part to positioning adjustments made over the last year in preparation for these extreme macro headwinds. We enhanced a focus on sturdy, secular growth businesses with three new additions to the portfol...

Summary International growth stocks held up better than value, snapping a two-quarter losing streak, as global recession fears weighed more heavily on companies tied to the broader economy. The Strategy outperformed for the second quarter in a row, thanks in large part to position...

Summary Steve Schwarzman, John Gray, and Bruce Flatt are seeing great opportunities in the REIT sector. They are often heavily discounted relative to the value of the real estate they own. We expect many more buyouts in the coming quarters, and now is a good time to accumulate...

Summary By partnering with hyperscaler Google, telcos are benefiting from faster, cloud-based network delivery models while also benefiting from a reduction in capital expenditure. The Internet search company also displays an impressive number of partners for its Google Cloud Plat...

Summary T-Mobile is riding a wave of positive news, as its competitors are clearly struggling. But Deutsche Telekom has substantially underperformed its largest holding. Here is why I believe that on a risk-adjusted basis Deutsche Telekom is the better holding going forward. ...