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 :
17/06/26
We have upgraded our 2026 and 2027 EPS projections (+25% for both years vs our previous respective estimates). Our positive revision stems mainly ...
15/06/26
DWS (ADD; Germany) is one of the leading retail asset managers in Europe (with a record €1,085bn in AuM at the end of 2025, reaching €1,093bn by the ...
11/06/26
We have upgraded our 2026-2027 projections for KBC (+17% for against our previous projections for 2026 and +9% against our previous projections for ...
11/06/26
Over the last 12 months, European Banks have outperformed the Stoxx600 by c. 20%. Ytd they have performed in line with the market. Banks look like ...

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