Telecom Belgian Community
Our community narratives are driven by numbers and valuation.
Telecom Belgian Investing Ideas
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.Read more
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.Read more
Fiber Rollout And Legacy Service Declines Will Constrain Telecom Earnings Ahead
Catalysts About Proximus Proximus is a Belgian telecommunications operator providing fixed and mobile connectivity, internet, TV and ICT services to residential and business customers, as well as global communications solutions. What are the underlying business or industry changes driving this perspective?Read more
PROX: Measured Outlook Will Weigh On Upside Potential Despite Fair Value
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.Read more
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.Read more
