DTEGF News and Press, Deutsche Telekom AG From 04/14/23

2023-04-14 03:05:00 ET 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. A crisis-driven rotati...

2023-03-25 04:21:35 ET Summary I am, at heart, a contrarian value investor with an eye towards anything that people "hate" for the time being. My latest article lifted 3 such potentials. This time, and following a very chaotic week with more chaos to come, I'm highlighting more op...

2023-03-08 10:43:53 ET Summary Vodafone is a telecom giant, operating internationally. The company's stock has declined unwaveringly in the last eight years. Economic conditions are weakening, but history suggests Vodafone should be able to navigate this without a material fall in...

Summary There was a lot of 5G network-related news from this year’s MWC trade show, many of which demonstrated a clear intermingling of traditional IT “computing” vendors with those who have specialized in pure network infrastructure-based equipment in the past. The...

Summary Deutsche Telekom (DT) delivered an impressive outperformance during 2022, both in share price performance and financial results. The latest quarter saw DT outperform its own outlook again, driven by strength across all its regions. I remain very bullish on DT as the best pos...

Summary SoftBank relies on speculation-friendly markets due to their investments in pre-IPO tech companies. As one of the best, and only, ways to gain exposure to start-ups, investors can consider an investment in the firm. However, the market is currently unfavorable for the conglo...

Summary The exposure to high and volatile energy prices is relatively low for telecoms compared to many other sectors. As costs rise, however, many are looking towards alternative and often greener ways to keep the cost base stable for longer. Few sectors emerged unscathed by rising...

Summary In the Q4 FY22 earnings call, management made their priorities clear; margins over growth, near-term shareholder return over long-term technology leadership. This strategy makes sense when you look at Verizon's customer mix; a higher mix of older customers with higher incomes an...

Summary We remain positive about Deutsche Telekom's prospects and reaffirm our "BUY" initial rating. Financial performance and the balance sheet remain strong. Despite recent capital appreciation, we believe the risk-reward proposition remains accretive to investors. Reaff...

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...