BBVA

ROTATION INTO TELCOS? FOR NOW

25/11/21 -"As Semiconductors sink, Telcos seem to be gaining renewed buoyancy. The trigger to the sector’s return into positive performance territory is the KKR bid on TI (Buy, Italy). That Italian telecom ..."

PDF page sample
Pages
55
Language
English
Published on
25/11/21
Download
You may also be interested by these reports :
17/07/25
Nordea delivered strong Q2 results with a sector-leading 16.2% RoE, driven by an exceptionally low cost of risk. While revenue slightly missed and ...
17/07/25
Swedbank posted strong results, beating consensus and improving profitability. Despite pressure from high NII sensitivity, accelerating lending ...
16/07/25
Handelsbanken’s Q2 disappointed after a strong Q1, hit by negative trading results and continued NII pressure from lower margins. Fee income declined ...
16/07/25
SEB posted strong results in Q2 with beats across the board. Q1 strengths (fee income, capital generation, strong asset quality) continued into Q2 ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO