- T-Mobile and Sprint joined forces in the US last year. Deutsche Telekom, having the majority in the merged company, is now firmly in the same arena as Verizon and AT&T.
- Investors will more often consider Deutsche Telekom, next to AT&T and Verizon, when determining where to allocate investment budget for the telecoms part of a portfolio.
- Three reasons for shifting some budget to Deutsche Telekom are the diversification over geographies, the strong position of T-Mobile US and the leading FTTH position in Germany.
- Deutsche Telekom valuation is currently high, but buying shares on any dips can be a good idea. It's a good candidate for diversification in the telecoms space.
For further details see:
The Case For Deutsche Telekom Next To AT&T And Verizon