Telecom Brazilian Community
Our community narratives are driven by numbers and valuation.
Telecom Brazilian Investing Ideas
5G Expansion And IoT Integration Will Unlock Telecom Potential
Key Takeaways Strong 5G leadership and growth in digital, IoT, and financial services are strengthening TIM's revenue diversity and supporting sustained earnings improvement. Efficiency gains from network modernization, cost control, and increased postpaid customer mix are driving higher margins, cash flow, and shareholder returns.Read more
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AN
R$25.42
3.5% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
4.42% p.a.
Profit Margin
16.94%
Future PE
17.34x
Share price in 2028
R$41.91
FTTH Consolidation And 5G Rollout Will Empower Future Connectivity
Key Takeaways Leadership in fiber broadband and digital service expansion positions the company for stronger recurring revenues and long-term margin improvement. 5G rollout and growth in B2B digital solutions create opportunities for revenue diversification and future earnings growth.Read more
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AN
R$36.89
8.8% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
5.3% p.a.
Profit Margin
13.85%
Future PE
19.29x
Share price in 2028
R$60.28