Telecoms equity research

Explore the most viewed and latest equity research and media content for companies within the Telecoms sector. Stocks in this sector provide telecoms services & equipment, and mobile services.

Telecoms equity research

Explore the most viewed and latest equity research and media content for companies within the Telecoms sector. Stocks in this sector provide telecoms services & equipment, and mobile services.

Latest Content

Breakfast Today

  • 26 Apr 17

"The health of corporate America ensured U.S. equities sustained their strong start on Tuesday. Impressive quarterly reports were delivered by a number of large-cap companies amid more general optimism, as investors await further details regarding the President’s planed tax cuts along with broad confidence that Macron will succeed in becoming France’s next President. The Nasdaq spiked up more than 0.7%, sending the index above 6,000 for this first time ever, while the Dow Jones rose more than 200 points, with results from Caterpillar driving the construction sector as Dupont and McDonald’s also pleased both at the top and bottom lines, leaving just Coca-Cola missing analyst’s best expectations. Banking, Biotech, Chemical, Computer Hardware and Networking Stocks all performed well. Economic releases, however, presented more of a mixed bag, with new home sales seeing a substantial increase in March contrasting a separate report from the Conference Board that showed a larger than expected pullback in consumer confidence for April, although the index still remains at a strong level. More than 190 S&P components are expected to have reported by the end of the week, with other big names scheduled to release quarterlies this afternoon including Boeing, PepsiCo, Procter & Gamble, Twitter, United Technologies. But against this background, Trump was forced yesterday to delay his push to secure federal funds to build his promised border wall with Mexico, in order to eliminate a sticking point as lawmakers work to avoid the looming government shutdown. Asian traders this morning also expressed relief that relieved that, other than staging a brief military drill as the USS Michigan nuclear submarine docked in Busan, no significant gestures were received from Pyongyang as North Korea’s 85th People’s Army Day drew to a close. This allowed the region to extend its gains for the third day, picking up a hint from positive US and European closes during early morning trade, with Japan putting in the strongest performance, although the ASX and Hang Seng were not far behind and, more modestly, the Shanghai Composite also reversed early losses to end in the positive. European stocks also closed higher yesterday as French manufacturing sentiment strengthened to a near six-year high in April, leading the Stoxx Europe 600 to rise 0.2% while recording its fifth consecutive session of gains. The FTSE-100 put almost as much on, as safe-haven assets, like Gold and Government Bonds, continued to retreat. There is no UK or EU macro data due today, although Theresa May hosts Jean-Claude Juncker and EU chief Brexit negotiator Michel Barnier in London. The US releases MBA Mortgage Applications and EIA Crude Stocks change numbers. UK corporates due to report earnings or trading updates include Antofagasta (ANTO.L), Fresnillo (FRES.L), CRH (CRH.L), Standard Chartered (STAN.L), The London Stock Exchange (LSE.L), GSK (GSK.L), Boohoo.com (BOO.L) and Tullow Oil (TLW.L). Investors will also be keen to hear more from the EU’s foreign policy chief, Federica Mogherini, following reports that Brussells wishes to expand its dialogue with Russia on key foreign policy issues, the first significant sign of a thaw in relations and a move that seemingly reflects growing concerns regarding the U.S.’s unpredictable international policy. London equities are seen having trouble sustaining recent upward momentum, with mining giant BHP Billiton cutting its annual guidance for coking coal and copper this morning, the FTSE-100 to be down 10 or so points during opening trade. " - Barry Gibb, Research Analyst

Consumer business is doing very well

  • 26 Apr 17

Q1 revenues were still down by 2.4% yoy, like in the previous quarter (note, however, the trend is clearly improving compared to H1 16): this was mainly due to the impact of price pressure in the wholesale voice carrier market (iBasis). But revenues for the Netherlands were only 1.5% lower yoy and if KPN is still suffering from the decline in the business market size, the consumer revenues were, however, up by 2.1% yoy supported by the positive impact of base growth and a higher ARPU. But the key point is that the Q1 EBITDA was very solid, 2.8% higher yoy. Quite a good performance, driven by growth in the customer base and the positive impact of cost savings. KPN remains, however, cautious for its 2017 outlook with an EBITDA in line with 2016 (including the negative impact of c.€45m from the European roaming regulation). KPN still intends to pay a regular dividend of €0.11 for 2017 and increase the regular dividend in line with its free cash flow growth profile thereafter. As a reminder, on 13 March, KPN exchanged 6% of Telefónica Deutschland shares for approximately 1.4% of Telefónica’s share capital. Subsequently, KPN has started to sell its shares in Telefónica with a value-driven focus. The 9.5% stake in Telefónica Deutschland is treated as a financial investment. KPN intends to distribute the expected Telefónica Deutschland dividend over 2016 to its shareholders in the form of a special interim dividend distribution of €0.017 per share.

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