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Telecom Brazilian Investing Ideas
TIM
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
5G And IoT Expansion Will Drive Future Success
Key Takeaways 5G expansion and digital ecosystem development are expected to boost revenue, improve customer perception, and enhance earnings. Growth in B2B IoT contracts and digital operational efficiencies are anticipated to increase revenue and improve profitability.
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R$22.77
FV
12.2% undervalued
intrinsic discount
4.70%
Revenue growth p.a.
Set Fair Value
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4 days ago
author updated this narrative
Telefônica Brasil
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Investments In Fiber And 5G Will Drive Future Connectivity Expansion
Key Takeaways Expansion into postpaid, fiber, and B2B digital services, plus prepaid migration, hints at revenue growth by targeting higher-value customers and digital services uptake. Migrating to fiber and expanding 5G networks could reduce costs and enable growth, enhancing net margins and capitalizing on connectivity demands.
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R$33.65
FV
8.8% undervalued
intrinsic discount
5.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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9
users have followed this narrative
4 days ago
author updated this narrative
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