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Millicom international cellular: revisiting the upside after over a year

My previous article on Millicom is over 10 months old, but the company has shown impressive overall trends compared to other ...

October 11, 2023, 1:49 am

Orange - this pressured telco is nonetheless still a buy

Orange has front-loaded major investments, resulting in declining ratios of CapEx/sales compared to other telc...

October 8, 2023, 10:30 pm

Crown castle: 6.3% dividend yield and undervalued

Crown Castle is now considered undervalued and offers a yield of over 5.5%, compared to my last article on the company. Despite a slowdown in tower ac...

September 4, 2023, 9:45 pm

Deutsche telekom: good profit-taking at €22, but it's a 'buy' at €19.9

Deutsche Telekom has been a successful investment for me. The 2Q23 results for Deutsche Telekom are expected to show a 1.5-2% revenue growth and stabl...

August 2, 2023, 4:21 am

Verizon vs. at&t: only 1 is a buy

Verizon and AT&T are both popular telcos, but they have very different financial positions. AT&T is ahe...

July 30, 2023, 12:03 am

2 stocks that need to eliminate their dividends, and 2 that should offer payouts

Capital expenditures for the telcos proved costly and could discourage long-time dividend stalwarts. Ma...

July 12, 2023, 5:25 am

High interest rates could benefit telcos like bt in the near term, says analyst

James Ratzer, partner at New Street Research, discusses the latest developments in the telecom sector....

May 19, 2023, 7:07 am

Telcodr collaborates with questex’s silverlinings as a thought leader in the cloud infrastructure industry

NEW YORK, May 16, 2023 (GLOBE NEWSWIRE) — TelcoDR, the company focused on catalyzing telcos’ move t...

May 16, 2023, 2:00 pm

Without us 'there is no google': eu telcos ramp up pressure on big tech to pay for the internet

European telecom bosses have ramped up pressure on regulators to make digital giants shoulder some of the cost of building internet infrastructure....

March 10, 2023, 1:35 am

Tele2: i remain heavy in swedish telecommunications

Tele2 is one of those companies I've held for many years at an attractive price point through multiple M&As. As a result, I've been on the receiving e...

February 19, 2023, 11:00 pm

Adtech joint venture by european telcos dk, orange, telefonica, vodafone not a competition concern, finds eu

A joint venture (JV) between four big European carriers to build cross-network ad-targeting infrastructure — which they claim will rely on “affirm...

February 13, 2023, 7:31 am

Equities rally n271b gains on steady telcos earnings

Nigerian equities witnessed an upsurge in trading momentum yesterday as the release of latest earnings reports by some of the largest quoted companies...

February 3, 2023, 4:29 am

Exclusive: eu wants details of big tech, telcos investment plans - source

The European Commission wants to ask Big Tech and European Union telecoms providers about their investment outlays and cloud infrastructure plans befo...

January 10, 2023, 4:07 pm

2023 will either ‘make or break the buy case' for bt group and major european telecoms shares

2022 was a “tale of two halves” for the European telecoms sector, reckon analysts at JPMorgan Chase & Co (NYSE:JPM). ...

December 1, 2022, 9:53 am

At&t and t-mobile: is now the time to jump on the 5g bandwagon?

The wireless telcos have grown their subscriber counts but struggled to grow ARPU. Pricing has lagged i...

September 2, 2022, 12:31 pm

Telefonica - an update with undervaluation

Not everyone is a fan of investing in large telcos - but I'm one of them. Large parts of my portfolio i...

August 24, 2022, 5:26 am

Vodafone: pan-european telco safety

In this article, we're going to take a look at one of the larger European telcos, Vodafone. Vodafone is...

July 9, 2022, 9:34 am

Revisiting orange - the upside is, in fact, intact

In this article, I'm going to take you through Orange S.A., one of the more questioned/doubted telcos I...

June 25, 2022, 5:47 am

Amdocs: strength in cloud and 5g but a hold after the upside

Amdocs provides software solutions to more than 300 telcos and media companies in 80 different countrie...

June 1, 2022, 5:30 pm

Why ciena surged 20.1% last week

The networking specialist is capitalizing on strong demand from telcos, cable companies, and cloud gian...

December 12, 2021, 9:36 pm


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