Telecom South African Community
Our community narratives are driven by numbers and valuation.
Telecom South African Investing Ideas
MTN Group
13.5% undervalued intrinsic discount
Updated
African Connectivity And Fintech Will Unlock Future Opportunities
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Updated 10 Sep
Vodacom Group
27.7% undervalued intrinsic discount
Updated
Fintech Expansion And Digital Trends Will Shape Markets
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Updated 10 Sep
MTN Group
88.1% overvalued intrinsic discount
Rising Starlink Competition And Regulation Will Erode Telecom Margins
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Updated 17 Aug
MTN Group
27.7% undervalued intrinsic discount
Mobile Internet And Fintech Will Drive Enduring Digital Transformation
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Updated 3 Aug
Vodacom Group
5.0% undervalued intrinsic discount
5G Expansion And Climate Initiatives Will Open New Opportunities In Africa
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Updated 14 Jul
Telkom SA SOC
34.0% undervalued intrinsic discount
Expanding Fiber Networks And Cloud Platforms Will Empower Digital Inclusion
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Updated 1 Jul
Telkom SA SOC
17.6% undervalued intrinsic discount
Infrastructure Monetization And CapEx Optimization Will Improve Operational Efficiency
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Updated 17 Jun
Vodacom Group
18.5% overvalued intrinsic discount
African Data Regulations And Legacy Revenue Decline Will Squeeze Margins
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Updated 1 Jun
Telkom SA SOC
6.7% undervalued intrinsic discount
Eroding Fixed-Line Revenue And Fierce Competition Will Shrink Margins
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Updated 20 Apr
