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Telecom Belgian Investing Ideas
Proximus
RE
RecMag
Community Contributor
Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.
Proximus: A Quiet Backup Plan Delivering 7% Gross Yield and Currency Upside The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside. Proximus currently offers investors a solid gross dividend yield of around 7%, translating to approximately 5% net return after typical 30% taxes.
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€17.13
FV
52.8% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
24 days ago
author updated this narrative
Proximus
AX
Axano
Community Contributor
Proximus, transferring money from the impatient to the patient investor
Why has the stock dropped? Proximus had to invest heavily in the deployment of Fiber.
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€16.62
FV
51.4% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
2
users have commented on this narrative
46
users have followed this narrative
6 months ago
author updated this narrative
Proximus
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Fiber Network Expansion Will Attract Customers, But Competition From Digi May Squeeze Margins
Key Takeaways Expansion of the fiber network and strategic partnerships are expected to boost revenue and enhance earnings growth. Cost-efficiency measures, asset sales, and digitization are anticipated to improve net margins and support cash flow during investment phases.
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€7.55
FV
7.0% overvalued
intrinsic discount
2.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
16
users have followed this narrative
about 1 month ago
author updated this narrative
Orange Belgium
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Netflix Partnership And VOO Integration Will Strengthen Future Service Portfolio
Key Takeaways Successful VOO integration and cost optimization efforts are enhancing operational efficiency, potentially boosting net margins and future earnings. Strategic partnerships and network investments are driving customer acquisition, retention, and revenue growth, with service portfolio expansions enhancing ARPU.
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€13.48
FV
29.5% overvalued
intrinsic discount
0.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 1 month ago
author updated this narrative
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