Telecom Belgian Community
Our community narratives are driven by numbers and valuation.
Telecom Belgian Investing Ideas
Proximus The Amplify Reset, State-Backed, Debt-Disciplined, and Building Toward €400M FCF by 2030
Proximus: The Amplify Reset State-Backed Infrastructure at ~5x P/E, Building Toward €400M FCF by 2030 Update: February 27 The Day the Dividend Got Cut and the Smart Money Went All-In Something strange happened on February 27. Proximus cut its dividend.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
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
Fibre And 5G Expansion Will Transform Long Term Earnings Quality And Resilience
Catalysts About Proximus Proximus is a Belgian telecom group that provides fixed and mobile connectivity, fiber, and related digital services to residential and business customers, as well as international communication platforms through Proximus Global. What are the underlying business or industry changes driving this perspective?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
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
