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2023-05-12 04:44:39 ET Summary Telecom Italia is a telecoms company with exposure to Italy and Brazil. Its operating performance has been weak in recent years and has high balance sheet leverage. Despite its weaker fundamentals compared to peers, its valuation is not cheap eno...
2023-04-28 16:35:52 ET Summary On April 27th, Vodafone appointed interim CEO Margherita Della Valle as the permanent CEO. Della Valle has made quick, strategic pivots driving tangible improvements to the financials. I believe Vodafone is a buy as financials improve, and the di...
2023-04-27 03:47:33 ET Summary AST SpaceMobile just announced their technology to send voice calls and data at 4G/5G from a satellite direct to your cell phone works. This is unlike anything that SpaceX or other competitors are doing, as all other systems require external hardware...
2023-04-05 12:02:09 ET Vodafone ( NASDAQ: VOD ) is reportedly hearing offers for its Spanish business that could value the unit at more than $4B - the latest update on an ailing Spanish telecom market in transition. Vodafone had hired advisers in early 2022 to pursue a combi...
2023-03-22 22:16:00 ET Summary Much has changed since the last update in September, with banks now hogging many of the top spots. Bank shares have gone down in the last couple of weeks and their dividend yields have gone up, because several banks have recently failed. If you b...
2023-03-20 18:22:18 ET Summary Many wireless providers have durable demand and dependable revenue, with high dividends and sustainable payout ratios. Over the last year, the Wireless Sub-Sector beat all three major indexes and the traditionally defensive sectors Utilities and Cons...
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...
2023-03-06 17:01:40 ET Gainers: ATA Creativity ( AACG ) +17% . WW International ( WW ) +7% . bluebird bio ( BLUE ) +3% . TuSimple Holdings ( TSP ) +3% . ACADIA Pharmaceuticals ( ACAD ) +3% . Losers: Cara...
Summary AT&T is a telecom operator with high exposure to the U.S. and muted growth prospects. Its investment case is highly geared to its high-dividend yield of about 6%. Following its dividend cut last year, its current dividend is sustainable due to a good coverage based on ea...
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...
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