Telefonica Archives - GrowthRater

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Coverage stock updates

Don’t forget, amongst the various features and valuation tools within the GrowthRater WebApp are regular commentary updates. Last month’s include the below:

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 […]

Wazzup today in the markets – 11th May 2017

BT Group (bt_a_l) – Q4 & FY17 results: Markets seem finally to get the message . Vivendi (viv_pa) – Q1 FY17 results: + Offer for Havas – a compliance red flag! . NIBE Industrier AB (nibe-b_st) – Q1 FY17 results: A rebound in organic sales, but….. […]

ITV’s turn to buy into the de Mol format dream

The story is an old one. Broadcaster facing erosion of its distribution monopoly buys successful production business to supplement the lack of creative output from its own in-house content origination arm. Whether it was TVSâ€™s purchase of MTM, Thames TVâ€™s acquisition of Reeves or Pearsonâ€™s serial offending with Grundy and then All American, the narrative […]