Telecom Italia Archives

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European Telecom sector – protracted investment cycle, or just a value trap?

Do telcos have pricing power; is the sector at the cusp of an upswing as it comes out of a protracted investment cycle, or just a value trap? For those despairing at the billions already being chucked at 5G licences (€6.5bn last week in Italy) before they’ve extracted much of a return from 4G, one […]

Mediaset is still looking like a value trap

Reviewing last week’s Mediaset results I was struck by a sense of deja vue. Here was a company that for a third consecutive year was denying that it was not trying to sell its lossmaking PayTV unit (Mediaset Premium) in the face of supposedly well sourced rumour to the contrary, this time to Vincent Bollore’s […]