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Summary Deutsche Telekom is a German telecom operator with high exposure to the U.S. It is reporting better growth figures than most of its peers, due to its strong position in the U.S. wireless market. However, its current dividend yield is not especially attractive and the valuati...
Summary Liberty Global is a new shareholder with a 4.9% equity stake. Hungary deconsolidation is completed, and Vantage disposal proceeds are at €6.6 billion. Vodafone is currently trading at an FCF yield of more than 10%, we believe this is not justified. Our buy rating is t...
Vodafone ( NASDAQ: VOD ) is reportedly exploring strategic options for its African business as it looks to extract more value from the $14B unit. Vodafone ( VOD ) now holds a 65% stake in South Africa-based Vodacom Group ( OTCPK:VODAF ), which offers communications service to ...
Liberty Global ( NASDAQ: LBTYA ) has taken a 4.92% stake in Vodafone ( NASDAQ: VOD ), but says it's not considering a takeover of the UK telecom. It's also not seeking board representation, and the level of investment doesn't rise to that requiring regulatory approval. ...
Summary Five billion people are expected to be connected to 5G networks by 2028. But network coverage and speeds still vary, and higher spectrum frequencies are going to be a game-changer. The high-end iPhone models that dominate, for example, the Dutch speed test, are prohibitively...
Summary Orange is a French telecom operator with a largely mature business. While its growth prospects are quite low, this is reflected in its current discounted valuation. It also offers a high-dividend yield that seems to be sustainable. Orange ( ORAN ) offers a ...
Summary Vodafone is a company I've invested in before, but it's rarely been in as good a position as it currently is. Telco investments aren't exactly in favor, but I invest. The reason for my investments is the combination of quality and undervaluation - a relationship which has grown ...
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 Strategy outperformed its benchmark, as strong ...
Summary Vodafone has a mature business that is relatively stable over the medium-term, but growth prospects are somewhat weak. One of its business priorities is to reduce debt through asset sales, thus its dividend does not seem to be at risk in the short term. Its high dividend yie...
Vodafone Group ( NASDAQ: VOD ) is looking to eliminate several hundred jobs as part of $1.08B cost-saving measure announced in November last year. Citing people familiar with the matter, the Financial Times reported that the move will mostly affect employees at its London headquar...
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