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Bezeq The Israel Telecommunication

Fiber Monetization And 5G Adoption Will Support Stronger Long Term Telecom Fundamentals

Catalysts About Bezeq The Israel Telecommunication Bezeq The Israel Telecommunication is the incumbent Israeli telecom operator, providing nationwide fixed line, fiber broadband, mobile, TV and ICT services to residential and business customers. What are the underlying business or industry changes driving this perspective?Read more

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AnalystConsensusTarget

₪7.44

7.3% overvalued

AnalystConsensusTarget's Fair Value

Revenue

1.87% p.a.

Profit Margin

16.41%

Future PE

17.66x

Price in 2028

₪9.6

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Trending Discussion

US

Does the IPO spin off of North American mines and proven reserves freeze out current shareholders. IPO stock offerings are notorious for being available to a limited number of investors.

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JA

jayhcee

MPAA often has inventory and core-related timing issues. While this quarter’s problems may ease, similar issues have recurred historically and can persist for several quarters. It's not a one-off, it's a structural part of their business. Core returns are simply estimates: How many customers will actually return the original part; how quickly they'll do so; how many are useable; what they're worth, etc. MPAA predicts X sales in a quarter and Y core returns and its reserves, inventory values, etc. are based on that. If they expect a 90% core return rate and only 80% come back it doesn't change cash but they have to write down inventory and increase cost of goods sold which impacts EPS. They've also cited inventory buildup at key customers multiple times in the past. The assumption the latest backlog will all shift into future quarters this year with no impact on pricing, etc. seems more like wishful thinking. Retailer X was slated to buy $10m in parts this quarter but finds they have a lot more inventory on hand than they anticipated so they pushed the order. Realistically there are likely to be SKU cuts, reduction in safety stock on others, etc. Assuming that all $10m will come in this year plus the regular replenishment seems pretty unrealistic. MPAA also has a shaky track record when it comes to new lines and the supposed impact on business. If you look at the EV testing solutions hype back around 2020 that was supposed to diversify them beyond traditional reman and be a higher margin business that would grow with EV adoption. But it has never turned into a material contributor. The debt reduction and stock buy backs are meaningful but IMHO this narrative takes a very optimistic view of things.

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KT

If they do buy barrick ,will this accelerate price appreciation or slow it down, due to cost associated with the purchase?

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