Investing Ideas
/
Global Telecom Low Oil Price Lovers

Global Telecom Low Oil Price Lovers

UPDATED Mar 18, 2024

Businesses who benefit from low oil or fuel prices.

60 companies

Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield
DTEG.F Deutsche Telekom	€23.65	-0.8%	1.9%	€107.7b	€29.09	PE26.3x	E19.8%	3.6%
0QE6 Tele2	kr86.60	-0.2%	-12.5%	kr60.1b	kr98.54	PE16.1x	E4.4%	8.0%
SPK Spark New Zealand	NZ$4.60	-0.9%	1.5%	NZ$8.9b	NZ$4.88	PE20.9x	E3.9%	5.5%
ELMU.Y Elisa Oyj	€23.73	1.9%	n/a	€6.8b	€27.30	PE18x	E3.5%	5.3%
TM5D T-Mobile US	US$150.54	0%	12.0%	US$191.3b	US$174.82	PE23x	E13.1%	1.6%
UTDID United Internet	€22.54	0%	n/a	€4.2b	€25.84	PE15.8x	E11.5%	2.1%
IIJI.Y Internet Initiative Japan	JP¥38.17	-3.8%	-6.4%	JP¥521.2b	JP¥43.64	PE27.5x	E13.9%	1.2%
AVIF.Y Advanced Info Service	฿5.58	-1.4%	-7.0%	฿621.6b	฿6.84	PE21.4x	E8.9%	4.1%
SPKK.Y Spark New Zealand	NZ$14.78	-4.0%	-2.9%	NZ$8.9b	NZ$15.78	PE20.8x	E3.9%	5.5%
0MPH Deutsche Telekom	€21.67	-0.2%	-1.6%	€107.6b	€26.66	PE26.3x	E19.8%	3.6%
DTED Deutsche Telekom	€21.55	-2.9%	-2.0%	€107.6b	€26.51	PE26.3x	E19.8%	3.6%
UCL uCloudlink Group	US$1.57	-0.6%	-54.0%	US$58.1m	US$9.50	PE20.7x	S23.9%	n/a
DTEG.Y Deutsche Telekom	€23.59	-1.1%	0.4%	€107.7b	€29.02	PE26.3x	E19.8%	3.6%
ABB Aussie Broadband	AU$3.57	-19.4%	10.9%	AU$1.1b	AU$4.17	PE45.9x	E26.7%	n/a
0R2L T-Mobile US	US$161.15	-1.6%	11.4%	US$191.3b	US$187.14	PE23x	E13.1%	1.6%
ATEX Anterix	US$34.03	-6.1%	13.0%	US$630.2m	US$69.50	PE39.8x	E-87.7%	n/a
ELMU.F Elisa Oyj	€44.29	0%	n/a	€6.8b	€50.83	PE18.1x	E3.5%	5.3%
AVIV.F Advanced Info Service	฿5.90	0%	n/a	฿651.4b	฿6.92	PE22.1x	E8.1%	3.8%
NZTC.F Spark New Zealand	NZ$2.98	-1.7%	-2.1%	NZ$8.9b	NZ$3.18	PE20.8x	E3.9%	5.5%
IIJI.F Internet Initiative Japan	JP¥19.30	0%	n/a	JP¥521.2b	JP¥22.06	PE27.5x	E13.9%	1.2%
ABB Aussie Broadband	AU$3.57	-19.4%	10.5%	AU$1.1b	AU$4.17	PE45.9x	E26.7%	n/a
UWL Uniti Group	AU$5.00	0%	30.2%	AU$3.4b	AU$4.80	PE62.8x	E20.6%	n/a
AAF Airtel Africa	UK£0.94	0.6%	-14.1%	UK£3.5b	UK£1.41	PE33.7x	E92.6%	4.7%
AAFL Airtel Africa	UK£0.94	0.3%	-14.0%	UK£3.5b	UK£1.41	PE33.7x	E92.6%	4.7%

Page 2 of 3