Telecom Swiss Community

Our community narratives are driven by numbers and valuation.

Rising Data Costs And Fiber Dependence Will Pressure Margins And Earnings

Catalysts About Swisscom Swisscom is a telecommunications and IT services group with operations in Switzerland and Italy, offering mobile, fixed connectivity, IT, cloud, security and wholesale network services. What are the underlying business or industry changes driving this perspective?Read more

CHF 366.87

65.0% overvalued

AnalystLowTarget's Fair Value

Revenue

0.57% p.a.

Profit Margin

10.12%

Future PE

15.01x

Price in 2029

CHF 419.2

Sunrise Communications

Roaming Bundles And Fixed Line Declines Will Pressure Margins And Earnings Durability

Catalysts About Sunrise Communications Sunrise Communications provides mobile, fixed line, broadband and related services to residential and B2B customers in Switzerland. What are the underlying business or industry changes driving this perspective?Read more

CHF 36

12.2% overvalued

AnalystLowTarget's Fair Value

Revenue

0.42% p.a.

Profit Margin

9.51%

Future PE

11.34x

Price in 2029

CHF 43.53

Swisscom

Future Fiber And Cloud Synergies Will Support A Steady Outlook For This Telecom Operator

Catalysts About Swisscom Swisscom is a telecommunications and IT services provider with operations focused on Switzerland and Italy. What are the underlying business or industry changes driving this perspective?Read more

CHF 544.55

11.2% overvalued

AnalystConsensusTarget's Fair Value

Revenue

2.1% p.a.

Profit Margin

11.12%

Future PE

19.37x

Price in 2029

CHF 621.74

Sunrise Communications

5G Completion And Converged Bundles Will Support Stronger Long Term Telecom Prospects

Catalysts About Sunrise Communications Sunrise Communications is a Swiss telecom operator providing nationwide mobile, broadband, TV and B2B connectivity and digital services. What are the underlying business or industry changes driving this perspective?Read more

CHF 48.68

17.0% undervalued

AnalystConsensusTarget's Fair Value

Revenue

0.79% p.a.

Profit Margin

9.49%

Future PE

15.03x

Price in 2028

CHF 58.13

Swisscom

Fiber Expansion And Converged Services Will Drive Strong Long-Term Upside

Catalysts About Swisscom Swisscom is an integrated telecom and IT provider serving consumer, enterprise, and wholesale customers in Switzerland and Italy. What are the underlying business or industry changes driving this perspective?Read more

CHF 720.85

16.0% undervalued

AnalystHighTarget's Fair Value

Revenue

3.1% p.a.

Profit Margin

12.56%

Future PE

22.01x

Price in 2028

CHF 822.13

Sunrise Communications

5G Network Modernization And Convergent Services Will Drive Strong Long Term Upside

Catalysts About Sunrise Communications Sunrise Communications is a Swiss telecom operator providing nationwide mobile, broadband, TV, and B2B connectivity and digital services. What are the underlying business or industry changes driving this perspective?Read more

CHF 65

37.9% undervalued

AnalystHighTarget's Fair Value

Revenue

1.26% p.a.

Profit Margin

0.15%

Future PE

12.56x

Price in 2028

CHF 0.77

Popular Narratives

1038

Trending Discussion

<b>Reported:</b> Revenue growth: 2024 → 2025 sharp increase of approx. 165%. Assuming moderate annual growth of 40%, a fair value in three years would be approx. $170. Given the customer base and the story, this should be possible. I find the most valuable “property” particularly interesting, as it solves the electricity problem.

Will certainly invest in this after appropriate DD. Curious what the competitive landacape looks like. As a 10 year crypto guy, QRL - Quantum Resistant Ledger is at about 200M MC and Lockheed Martin has it named in a patent.. so it may not be the only game in town.. but sounds solid.

NVDA+AEVA Agreement is a game changer for the AEVA stock even though it is just a partnership and does not have a roll out until 2028 (which means receivables as early as 2027, I would imagine) This agreement effectively moves the goal posts of profitability for AEVA much closer since this is in addition to the recent Forterra agreement, as well as the (previously announced) European carmaker agreement (which is believed to be Mercedes-Benz and estimated to be worth at least 1 billion in sales alone) Underneath all of this, AEVA has a pre-existing agreement with Daimler Truck. So business seems to be booming, especially with really big name brands…which tends to bring in even more brand names (and thus more agreements/contracts/announcements, etc). This dynamic often creates more coverage from analysts (often with upside stock initial coverage) that I believe will be occurring over the next 3 to 6 months (as professional traders/analysts often research for 2 to 3 months before initiating coverage of a new issue). I also feel that the above momentum increases the likelihood that companies that do not currently utilize 4G LIDAR technology might consider buying AEVA outright. Realistically, even with a substantial premium to the current stock price, the cost of AEVA would be a rounding error for the likes of a company such as Tesla, and certainly would allow them to maintain their technological edge as the competition for self-driving vehicles continues to heat up. However, I think it is equally possible for NVidea to decide to lock-in the AEVA technology for their upcoming autonomous hardware/software package by buying them outright. Obviously, the above factors and recent activity in the AEVA stock are cause for optimism. Of course, this all just one opinion , so please do your own due diligence. Disclaimer: I/We DO trade in this stock from time to time and I/we may (or may not have) a position currently, so again, please do your own due diligence.

Telecom Swiss Community

Rising Data Costs And Fiber Dependence Will Pressure Margins And Earnings

Roaming Bundles And Fixed Line Declines Will Pressure Margins And Earnings Durability

Future Fiber And Cloud Synergies Will Support A Steady Outlook For This Telecom Operator

5G Completion And Converged Bundles Will Support Stronger Long Term Telecom Prospects

Fiber Expansion And Converged Services Will Drive Strong Long-Term Upside

5G Network Modernization And Convergent Services Will Drive Strong Long Term Upside

Recently Updated Narratives

Hims & Hers Health - Valuation

TAV Havalimanlari Holding will soar with €2.5 billion investments fueling future growth

Lexaria Bioscience's Breakthrough with DehydraTECH to Revolutionize Drug Delivery

Popular Narratives

The "Sleeping Giant" Stumbles, Then Wakes Up

Undervalued Key Player in Magnets/Rare Earth

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Trending Discussion

Will certainly invest in this after appropriate DD. Curious what the competitive landacape looks like. As a 10 year crypto guy, QRL - Quantum Resistant Ledger is at about 200M MC and Lockheed Martin has it named in a patent.. so it may not be the only game in town.. but sounds solid.

Value any company in seconds

Popular companies

Telecom Swiss Community

Telecom Swiss Investing Ideas

Rising Data Costs And Fiber Dependence Will Pressure Margins And Earnings

Roaming Bundles And Fixed Line Declines Will Pressure Margins And Earnings Durability

Future Fiber And Cloud Synergies Will Support A Steady Outlook For This Telecom Operator

5G Completion And Converged Bundles Will Support Stronger Long Term Telecom Prospects

Fiber Expansion And Converged Services Will Drive Strong Long-Term Upside

5G Network Modernization And Convergent Services Will Drive Strong Long Term Upside

Recently Updated Narratives

Hims & Hers Health - Valuation

TAV Havalimanlari Holding will soar with €2.5 billion investments fueling future growth

Lexaria Bioscience's Breakthrough with DehydraTECH to Revolutionize Drug Delivery

Popular Narratives

The "Sleeping Giant" Stumbles, Then Wakes Up

Undervalued Key Player in Magnets/Rare Earth

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Trending Discussion

Will certainly invest in this after appropriate DD. Curious what the competitive landacape looks like. As a 10 year crypto guy, QRL - Quantum Resistant Ledger is at about 200M MC and Lockheed Martin has it named in a patent.. so it may not be the only game in town.. but sounds solid.

Value any company in seconds

Popular companies