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Telecom U.S. Investing Ideas
VEON
YI
yiannisz
Community Contributor
VEON Unlocks Value with Kyivstar Spin-Off
The upcoming Kyivstar listing is far more than a financial transaction. By carving out Ukraine’s leading mobile and digital player and floating it on Nasdaq through a reputable partner like Cohen Circle Acquisition Corp.
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US$70.00
FV
25.7% undervalued
intrinsic discount
14.76%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
Updated
narrative
KT
WA
WaneInvestmentHouse
Community Contributor
KT Corporation Announces Share Repurchase Program Worth Up to KRW 250 Billion - Company with Exciting EV-to-EBITDA
KT Corporation, a leading Korean telecommunications company, has announced a share repurchase program aimed at increasing shareholder value. The program, which will run until August 13, 2025, involves the repurchase of up to KRW 250 billion worth of the company's shares.
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US$14.79
FV
42.2% overvalued
intrinsic discount
-9.26%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
7
users have commented on this narrative
7
users have followed this narrative
5 months ago
author updated this narrative
AT&T
MA
MancMan
Community Contributor
Collect dividend for a year & see if it is a turnaround play
This stock I have held on to throughout its mainly downward journey in stock price. It’s management appear to have made bold & generally bad decisions.
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US$18.48
FV
48.4% overvalued
intrinsic discount
1.39%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
7 months ago
author updated this narrative
Iridium Communications
LA
latentbiologist
Community Contributor
IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth
Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.
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US$38.60
FV
17.4% undervalued
intrinsic discount
3.87%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
8 months ago
author updated this narrative
Globalstar
DA
DailyInvestors
Community Contributor
Taking Flight from the Mothership Apple
GlobalStar or known in the stock market as "GSAT" has been on a flight with their new partnership from the mothership Apple. Apple has announced they will be supporting "GSAT" with over 15 billion American Dollars.
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US$3.00
FV
762.7% overvalued
intrinsic discount
16.37%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
9 months ago
author updated this narrative
T-Mobile US
WA
WallStreetWontons
Community Contributor
TMUS: Fairly Priced with Growing Margins Among its Peers, Verizon and AT&T
Catalysts Products or Services Impacting Sales or Earnings T-Mobile (TMUS) has several key products and services that could significantly impact its sales and earnings: 5G Network Expansion : T-Mobile’s aggressive rollout of its 5G network is a major growth driver. The company has been leading in 5G coverage and performance, which attracts more customers and increases service revenues.
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US$201.69
FV
15.6% overvalued
intrinsic discount
4.30%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
10 months ago
author updated this narrative
AT&T
GO
Goran_Damchevski
Equity Analyst
Stabilization And Incremental Progress Will Unlock Value
Key Takeaways AT&T is emerging from an unstable phase with questionable performance and a large debt burden. Sentiment will pick up as the company demonstrates fundamental improvements and recapitalizes its structure.
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US$32.12
FV
14.6% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
4
users have commented on this narrative
12
users have followed this narrative
about 1 year ago
author updated this narrative
AT&T
ST
StjepanK
Equity Analyst and Writer
Cost Cutting, Debt Reduction Efforts and New Partnerships Might Improve Investor Sentiment
Key Takeaways The end of ACP will lead to a short-term revenue decline. Predictive AI is providing more valuable customer service experiences.
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US$18.50
FV
48.2% overvalued
intrinsic discount
1.20%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 1 year ago
author updated this narrative
Bandwidth
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Cloud And AI Platforms Will Drive Enterprise Communication Transformation
Key Takeaways Accelerated cloud and AI platform adoption, coupled with digital transformation, is fueling Bandwidth's revenue growth, operating leverage, and rising margins. Strategic network investments and partnership expansion are enhancing reliability, premium pricing, enterprise opportunities, and long-term customer retention.
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US$20.75
FV
24.6% undervalued
intrinsic discount
7.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
7 days ago
author updated this narrative
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