Global Telecom Spotless Management

Results

1 new

Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.

2 companies

Vodacom Group

Market Cap: R264.9b

Operates as a connectivity, digital, and financial services company in South Africa, Egypt, and internationally.

VOD

R136.88

3.4%

42.9%

TIM

Market Cap: R$46.7b

A telecommunications company, provides mobile, fixed, long-distance, data transmission, and broadband services in Brazil.

TIMS3

R$19.30

-2.5%

17.5%