View Past PerformanceTelecom Argentina バランスシートの健全性財務の健全性 基準チェック /26Telecom Argentinaの総株主資本はARS6,983.3B 、総負債はARS5,437.4Bで、負債比率は77.9%となります。総資産と総負債はそれぞれARS16,622.6BとARS9,639.2Bです。 Telecom Argentinaの EBIT はARS546.5Bで、利息カバレッジ比率1.2です。現金および短期投資はARS792.1Bです。主要情報77.86%負債資本比率AR$5.44t負債インタレスト・カバレッジ・レシオ1.2x現金AR$792.11bエクイティAR$6.98t負債合計AR$9.64t総資産AR$16.62t財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 07Telecom Argentina S.A. to Report Q1, 2026 Results on May 11, 2026Telecom Argentina S.A. announced that they will report Q1, 2026 results at 5:00 PM, Argentina Standard Time on May 11, 2026Reported Earnings • Mar 12Full year 2025 earnings released: AR$78.94 loss per share (vs AR$573 profit in FY 2024)Full year 2025 results: AR$78.94 loss per share (down from AR$573 profit in FY 2024). Revenue: AR$8.33t (up 65% from FY 2024). Net loss: AR$170.0b (down 114% from profit in FY 2024). Revenue is forecast to grow 10.0% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Telecom industry in South America.お知らせ • Mar 11Telecom Argentina S.A., Annual General Meeting, Apr 29, 2026Telecom Argentina S.A., Annual General Meeting, Apr 29, 2026. Location: the registered office of general hornos, 690 ground floor autonomous, buenos aires Argentinaお知らせ • Mar 05Telecom Argentina S.A. to Report Q4, 2025 Results on Mar 10, 2026Telecom Argentina S.A. announced that they will report Q4, 2025 results on Mar 10, 2026お知らせ • Feb 12Telecom Argentina S.A. has completed a Follow-on Equity Offering in the amount of $45.163621 million.Telecom Argentina S.A. has completed a Follow-on Equity Offering in the amount of $45.163621 million. Security Name: American Depositary Shares Security Type: Depositary Receipt (Common Stock) Securities Offered: 4,050,549 Price\Range: $11.15Buy Or Sell Opportunity • Jan 14Now 22% undervaluedOver the last 90 days, the stock has risen 45% to US$2.24. The fair value is estimated to be US$2.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making.New Risk • Dec 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Argentinean stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 14Third quarter 2025 earnings released: AR$93.03 loss per share (vs AR$7.60 loss in 3Q 2024)Third quarter 2025 results: AR$93.03 loss per share (further deteriorated from AR$7.60 loss in 3Q 2024). Revenue: AR$2.07t (up 110% from 3Q 2024). Net loss: AR$200.4b (loss widened AR$184.0b from 3Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Telecom industry in South America.お知らせ • Nov 04Telecom Argentina S.A. to Report Q3, 2025 Results on Nov 10, 2025Telecom Argentina S.A. announced that they will report Q3, 2025 results on Nov 10, 2025New Risk • Oct 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Argentinean stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 14Second quarter 2025 earnings released: AR$82.75 loss per share (vs AR$35.35 profit in 2Q 2024)Second quarter 2025 results: AR$82.75 loss per share (down from AR$35.35 profit in 2Q 2024). Revenue: AR$1.91t (up 60% from 2Q 2024). Net loss: AR$178.2b (down 334% from profit in 2Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Telecom industry in South America.お知らせ • Aug 05Telecom Argentina S.A. to Report Q2, 2025 Results on Aug 11, 2025Telecom Argentina S.A. announced that they will report Q2, 2025 results at 5:00 PM, Argentina Standard Time on Aug 11, 2025New Risk • Jul 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Argentinean stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.1x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (1.2% net profit margin).Reported Earnings • May 16First quarter 2025 earnings released: EPS: AR$41.35 (vs AR$487 in 1Q 2024)First quarter 2025 results: EPS: AR$41.35 (down from AR$487 in 1Q 2024). Revenue: AR$1.36t (up 28% from 1Q 2024). Net income: AR$89.1b (down 92% from 1Q 2024). Profit margin: 6.5% (down from 98% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Telecom industry in South America.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$2.25, the stock trades at a trailing P/E ratio of 5.4x. Average forward P/E is 14x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$1.07 per share.お知らせ • May 08Telecom Argentina S.A. to Report Q1, 2025 Results on May 12, 2025Telecom Argentina S.A. announced that they will report Q1, 2025 results on May 12, 2025Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$2.24, the stock trades at a trailing P/E ratio of 6x. Average forward P/E is 13x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$0.97 per share.お知らせ • Mar 03Telecom Argentina S.A., Annual General Meeting, Apr 01, 2025Telecom Argentina S.A., Annual General Meeting, Apr 01, 2025. Location: the registered office of general hornos, 690 ground floor autonomous, buenos aires ArgentinaReported Earnings • Mar 02Full year 2024 earnings released: EPS: AR$470 (vs AR$120 loss in FY 2023)Full year 2024 results: EPS: AR$470 (up from AR$120 loss in FY 2023). Revenue: AR$4.14t (up 101% from FY 2023). Net income: AR$1.01t (up AR$1.27t from FY 2023). Profit margin: 25% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Telecom industry in South America.お知らせ • Feb 28Telecom Argentina S.A. to Report Q4, 2024 Results on Feb 27, 2025Telecom Argentina S.A. announced that they will report Q4, 2024 results on Feb 27, 2025お知らせ • Feb 26Telecom Argentina S.A. (BASE:TECO2) acquired 99.99% stake in Telefónica Móviles Argentina S.A. from Telefónica Hispanoamerica S.A. for $1.3 billion.Telecom Argentina S.A. (BASE:TECO2) acquired 99.99% stake in Telefónica Móviles Argentina S.A. from Telefónica Hispanoamerica S.A. for $1.3 billion on February 24, 2025. A cash consideration of $1.25 billion will be paid by Telecom Argentina S.A. As part of consideration, $1.25 billion is paid towards common equity of Telefónica Móviles Argentina S.A. Telecom Argentina acquired 86,460,983,849 ordinary shares of Telefónica Móviles Argentina S.A., representing 99.999625% of its capital. The total consideration involved in this transaction was $1,245 (including a net cash position held by the acquired company) million and which was financed through two loans for a total amount of $1,170 million from A Syndicated Loan granted by Banco Bilbao Vizcaya Argentaria S.A., Deutsche Bank Ag, London Branch and Banco Santander, S.A and A Bilateral Loan granted by Industrial and Commercial Bank of China (Argentina) S.A.U. The transaction valued at $1,245 million is part of the Group's strategy to reduce its exposure to the region and continue operating in a sustainable manner to build value for its shareholders. The signing and closing of the transaction took place simultaneously. Banco Bilbao Vizcaya Argentaria S.A has acted as financial advisor to the Company for the purchase of the stake of Telefónica Móviles Argentina S.A. Telecom Argentina S.A. (BASE:TECO2) completed the acquisition of 99.99% stake in Telefónica Móviles Argentina S.A. from Telefónica Hispanoamerica S.A. on February 24, 2025.お知らせ • Feb 13Telecom Argentina S.A. Announces It Was Notified of the Complaint Filed in the Proceedings Before the National First Instance Court in Commercial Matters No. 8, Secretary No. 15Telecom Argentina S.A. announced that the Company was notified of a complaint filed in the abovementioned proceedings before the National First Instance Court in Commercial Matters No. 8, Secretary No. 15. The action brought by Proconsumer seeks, mainly, that Telecom: 1) cease its alleged breach of the conditions, modalities, and other circumstances under which the services it offers have been offered, advertised, and/or agreed upon, particularly the “recording content” service provided through the Flow platform, in alleged violation of sections 7 and 9 of the Argentine Consumer Defense Law (“LDC”); 2) cease offering consumers services on its digital platform whose information is allegedly not provided in a true, clear, and detailed manner (section 4 of the LDC and sections 1100 and 1107 of the Argentine Civil and Commercial Code); 3) cease charging customers sums of money for the abovementioned services; and 4) reimburse the sums of money to the customers who contracted and paid for the aforementioned Flow services for the period of five years prior to the filing of this complaint and until the effective cessation of the alleged conduct. The Company, with the assistance of its legal counsel, will defend its interests within the framework of this action.Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$2.94, the stock trades at a trailing P/E ratio of 17x. Average forward P/E is 9x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$1.22 per share.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$2.45, the stock trades at a trailing P/E ratio of 14.1x. Average forward P/E is 11x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$1.23 per share.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$2.65, the stock trades at a trailing P/E ratio of 14.5x. Average forward P/E is 12x in the Telecom industry in South America. Total returns to shareholders of 154% over the past year.Reported Earnings • Nov 13Third quarter 2024 earnings released: AR$7.60 loss per share (vs AR$14.07 profit in 3Q 2023)Third quarter 2024 results: AR$7.60 loss per share (down from AR$14.07 profit in 3Q 2023). Revenue: AR$983.1b (up 195% from 3Q 2023). Net loss: AR$16.4b (down 154% from profit in 3Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Telecom industry in South America.お知らせ • Nov 05Telecom Argentina S.A. to Report Q3, 2024 Results on Nov 07, 2024Telecom Argentina S.A. announced that they will report Q3, 2024 results on Nov 07, 2024Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$1.85, the stock trades at a trailing P/E ratio of 9.9x. Average forward P/E is 13x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$0.88 per share.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to US$1.60, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 10x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$0.83 per share.Buy Or Sell Opportunity • Sep 19Now 99% overvaluedThe stock has been flat over the last 90 days, currently trading at US$5.39. The fair value is estimated to be US$2.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 109% in 2 years. Earnings are forecast to decline by 129% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$1.65, the stock trades at a trailing P/E ratio of 9.5x. Average forward P/E is 13x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$0.82 per share.Board Change • Aug 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 10 non-independent directors. Independent Director Carlos Harrison was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 07Telecom Argentina S.A. to Report Q2, 2024 Results on Aug 12, 2024Telecom Argentina S.A. announced that they will report Q2, 2024 results on Aug 12, 2024お知らせ • May 05Telecom Argentina S.A. to Report Q1, 2024 Results on May 08, 2024Telecom Argentina S.A. announced that they will report Q1, 2024 results on May 08, 2024お知らせ • Mar 22Telecom Argentina S.A., Annual General Meeting, Apr 25, 2024Telecom Argentina S.A., Annual General Meeting, Apr 25, 2024, at 14:00 Coordinated Universal Time. Location: General Hornos N 690, Ground Floor, City of Buenos Aires Buenos Aries Argentina Agenda: To discuss, among other items, the accounting documentation corresponding to the fiscal year ended December 31, 2023; to Consider the performance of Members of the Board of Directors and Members of the Supervisory Committee who have served during Fiscal Year 2023; to Consider the compensation for the Members of the Board of Directors (allocated amount: AR$ 889,453,418) for the fiscal year ended December 31, 2023, which reported a computable loss according to the terms of the CNV Rules; and to discuss other matters.お知らせ • Mar 06Telecom Argentina S.A. to Report Q4, 2023 Results on Mar 11, 2024Telecom Argentina S.A. announced that they will report Q4, 2023 results on Mar 11, 2024お知らせ • Feb 06Telecom Argentina S.A. Announces Resignation of Luciano Nicolás Giménez as Alternate Member of the Supervisory CommitteeTelecom Argentina S.A. announced that the company received the resignation letter from the alternate member of the supervisory committee Luciano Nicolás Giménez, effective as of February 5, 2024, due to personal reasons.財務状況分析短期負債: TECODの 短期資産 ( ARS1,833.8B ) は 短期負債 ( ARS3,838.3B ) をカバーしていません。長期負債: TECODの短期資産 ( ARS1,833.8B ) は 長期負債 ( ARS5,800.9B ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: TECODの 純負債対資本比率 ( 66.5% ) は 高い と見なされます。負債の削減: TECODの負債対資本比率は、過去 5 年間で51.5%から77.9%に増加しました。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: 利益は出ていないものの、 TECODは現在のプラスの フリーキャッシュフロー レベルを維持すれば、3 年以上は十分な キャッシュランウェイ を有しています。キャッシュランウェイの予測: TECODは利益は出ていませんが、フリーキャッシュフローがプラスであり、年間31.8 % 増加しているため、3 年以上は十分なキャッシュランウェイがあります。健全な企業の発掘7D1Y7D1Y7D1YTelecom 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 16:17終値2026/05/11 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Telecom Argentina S.A. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Rodrigo VillanuevaBofA Global ResearchFernan GonzalezBTG PactualCarlos Palhares SequeiraBTG Pactual7 その他のアナリストを表示
お知らせ • May 07Telecom Argentina S.A. to Report Q1, 2026 Results on May 11, 2026Telecom Argentina S.A. announced that they will report Q1, 2026 results at 5:00 PM, Argentina Standard Time on May 11, 2026
Reported Earnings • Mar 12Full year 2025 earnings released: AR$78.94 loss per share (vs AR$573 profit in FY 2024)Full year 2025 results: AR$78.94 loss per share (down from AR$573 profit in FY 2024). Revenue: AR$8.33t (up 65% from FY 2024). Net loss: AR$170.0b (down 114% from profit in FY 2024). Revenue is forecast to grow 10.0% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Telecom industry in South America.
お知らせ • Mar 11Telecom Argentina S.A., Annual General Meeting, Apr 29, 2026Telecom Argentina S.A., Annual General Meeting, Apr 29, 2026. Location: the registered office of general hornos, 690 ground floor autonomous, buenos aires Argentina
お知らせ • Mar 05Telecom Argentina S.A. to Report Q4, 2025 Results on Mar 10, 2026Telecom Argentina S.A. announced that they will report Q4, 2025 results on Mar 10, 2026
お知らせ • Feb 12Telecom Argentina S.A. has completed a Follow-on Equity Offering in the amount of $45.163621 million.Telecom Argentina S.A. has completed a Follow-on Equity Offering in the amount of $45.163621 million. Security Name: American Depositary Shares Security Type: Depositary Receipt (Common Stock) Securities Offered: 4,050,549 Price\Range: $11.15
Buy Or Sell Opportunity • Jan 14Now 22% undervaluedOver the last 90 days, the stock has risen 45% to US$2.24. The fair value is estimated to be US$2.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Dec 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Argentinean stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 14Third quarter 2025 earnings released: AR$93.03 loss per share (vs AR$7.60 loss in 3Q 2024)Third quarter 2025 results: AR$93.03 loss per share (further deteriorated from AR$7.60 loss in 3Q 2024). Revenue: AR$2.07t (up 110% from 3Q 2024). Net loss: AR$200.4b (loss widened AR$184.0b from 3Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Telecom industry in South America.
お知らせ • Nov 04Telecom Argentina S.A. to Report Q3, 2025 Results on Nov 10, 2025Telecom Argentina S.A. announced that they will report Q3, 2025 results on Nov 10, 2025
New Risk • Oct 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Argentinean stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 14Second quarter 2025 earnings released: AR$82.75 loss per share (vs AR$35.35 profit in 2Q 2024)Second quarter 2025 results: AR$82.75 loss per share (down from AR$35.35 profit in 2Q 2024). Revenue: AR$1.91t (up 60% from 2Q 2024). Net loss: AR$178.2b (down 334% from profit in 2Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Telecom industry in South America.
お知らせ • Aug 05Telecom Argentina S.A. to Report Q2, 2025 Results on Aug 11, 2025Telecom Argentina S.A. announced that they will report Q2, 2025 results at 5:00 PM, Argentina Standard Time on Aug 11, 2025
New Risk • Jul 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Argentinean stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.1x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Profit margins are more than 30% lower than last year (1.2% net profit margin).
Reported Earnings • May 16First quarter 2025 earnings released: EPS: AR$41.35 (vs AR$487 in 1Q 2024)First quarter 2025 results: EPS: AR$41.35 (down from AR$487 in 1Q 2024). Revenue: AR$1.36t (up 28% from 1Q 2024). Net income: AR$89.1b (down 92% from 1Q 2024). Profit margin: 6.5% (down from 98% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Telecom industry in South America.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$2.25, the stock trades at a trailing P/E ratio of 5.4x. Average forward P/E is 14x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$1.07 per share.
お知らせ • May 08Telecom Argentina S.A. to Report Q1, 2025 Results on May 12, 2025Telecom Argentina S.A. announced that they will report Q1, 2025 results on May 12, 2025
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$2.24, the stock trades at a trailing P/E ratio of 6x. Average forward P/E is 13x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$0.97 per share.
お知らせ • Mar 03Telecom Argentina S.A., Annual General Meeting, Apr 01, 2025Telecom Argentina S.A., Annual General Meeting, Apr 01, 2025. Location: the registered office of general hornos, 690 ground floor autonomous, buenos aires Argentina
Reported Earnings • Mar 02Full year 2024 earnings released: EPS: AR$470 (vs AR$120 loss in FY 2023)Full year 2024 results: EPS: AR$470 (up from AR$120 loss in FY 2023). Revenue: AR$4.14t (up 101% from FY 2023). Net income: AR$1.01t (up AR$1.27t from FY 2023). Profit margin: 25% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Telecom industry in South America.
お知らせ • Feb 28Telecom Argentina S.A. to Report Q4, 2024 Results on Feb 27, 2025Telecom Argentina S.A. announced that they will report Q4, 2024 results on Feb 27, 2025
お知らせ • Feb 26Telecom Argentina S.A. (BASE:TECO2) acquired 99.99% stake in Telefónica Móviles Argentina S.A. from Telefónica Hispanoamerica S.A. for $1.3 billion.Telecom Argentina S.A. (BASE:TECO2) acquired 99.99% stake in Telefónica Móviles Argentina S.A. from Telefónica Hispanoamerica S.A. for $1.3 billion on February 24, 2025. A cash consideration of $1.25 billion will be paid by Telecom Argentina S.A. As part of consideration, $1.25 billion is paid towards common equity of Telefónica Móviles Argentina S.A. Telecom Argentina acquired 86,460,983,849 ordinary shares of Telefónica Móviles Argentina S.A., representing 99.999625% of its capital. The total consideration involved in this transaction was $1,245 (including a net cash position held by the acquired company) million and which was financed through two loans for a total amount of $1,170 million from A Syndicated Loan granted by Banco Bilbao Vizcaya Argentaria S.A., Deutsche Bank Ag, London Branch and Banco Santander, S.A and A Bilateral Loan granted by Industrial and Commercial Bank of China (Argentina) S.A.U. The transaction valued at $1,245 million is part of the Group's strategy to reduce its exposure to the region and continue operating in a sustainable manner to build value for its shareholders. The signing and closing of the transaction took place simultaneously. Banco Bilbao Vizcaya Argentaria S.A has acted as financial advisor to the Company for the purchase of the stake of Telefónica Móviles Argentina S.A. Telecom Argentina S.A. (BASE:TECO2) completed the acquisition of 99.99% stake in Telefónica Móviles Argentina S.A. from Telefónica Hispanoamerica S.A. on February 24, 2025.
お知らせ • Feb 13Telecom Argentina S.A. Announces It Was Notified of the Complaint Filed in the Proceedings Before the National First Instance Court in Commercial Matters No. 8, Secretary No. 15Telecom Argentina S.A. announced that the Company was notified of a complaint filed in the abovementioned proceedings before the National First Instance Court in Commercial Matters No. 8, Secretary No. 15. The action brought by Proconsumer seeks, mainly, that Telecom: 1) cease its alleged breach of the conditions, modalities, and other circumstances under which the services it offers have been offered, advertised, and/or agreed upon, particularly the “recording content” service provided through the Flow platform, in alleged violation of sections 7 and 9 of the Argentine Consumer Defense Law (“LDC”); 2) cease offering consumers services on its digital platform whose information is allegedly not provided in a true, clear, and detailed manner (section 4 of the LDC and sections 1100 and 1107 of the Argentine Civil and Commercial Code); 3) cease charging customers sums of money for the abovementioned services; and 4) reimburse the sums of money to the customers who contracted and paid for the aforementioned Flow services for the period of five years prior to the filing of this complaint and until the effective cessation of the alleged conduct. The Company, with the assistance of its legal counsel, will defend its interests within the framework of this action.
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$2.94, the stock trades at a trailing P/E ratio of 17x. Average forward P/E is 9x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$1.22 per share.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$2.45, the stock trades at a trailing P/E ratio of 14.1x. Average forward P/E is 11x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$1.23 per share.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$2.65, the stock trades at a trailing P/E ratio of 14.5x. Average forward P/E is 12x in the Telecom industry in South America. Total returns to shareholders of 154% over the past year.
Reported Earnings • Nov 13Third quarter 2024 earnings released: AR$7.60 loss per share (vs AR$14.07 profit in 3Q 2023)Third quarter 2024 results: AR$7.60 loss per share (down from AR$14.07 profit in 3Q 2023). Revenue: AR$983.1b (up 195% from 3Q 2023). Net loss: AR$16.4b (down 154% from profit in 3Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Telecom industry in South America.
お知らせ • Nov 05Telecom Argentina S.A. to Report Q3, 2024 Results on Nov 07, 2024Telecom Argentina S.A. announced that they will report Q3, 2024 results on Nov 07, 2024
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$1.85, the stock trades at a trailing P/E ratio of 9.9x. Average forward P/E is 13x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$0.88 per share.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to US$1.60, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 10x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$0.83 per share.
Buy Or Sell Opportunity • Sep 19Now 99% overvaluedThe stock has been flat over the last 90 days, currently trading at US$5.39. The fair value is estimated to be US$2.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 109% in 2 years. Earnings are forecast to decline by 129% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$1.65, the stock trades at a trailing P/E ratio of 9.5x. Average forward P/E is 13x in the Telecom industry in South America. Simply Wall St's valuation model estimates the intrinsic value at US$0.82 per share.
Board Change • Aug 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 10 non-independent directors. Independent Director Carlos Harrison was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 07Telecom Argentina S.A. to Report Q2, 2024 Results on Aug 12, 2024Telecom Argentina S.A. announced that they will report Q2, 2024 results on Aug 12, 2024
お知らせ • May 05Telecom Argentina S.A. to Report Q1, 2024 Results on May 08, 2024Telecom Argentina S.A. announced that they will report Q1, 2024 results on May 08, 2024
お知らせ • Mar 22Telecom Argentina S.A., Annual General Meeting, Apr 25, 2024Telecom Argentina S.A., Annual General Meeting, Apr 25, 2024, at 14:00 Coordinated Universal Time. Location: General Hornos N 690, Ground Floor, City of Buenos Aires Buenos Aries Argentina Agenda: To discuss, among other items, the accounting documentation corresponding to the fiscal year ended December 31, 2023; to Consider the performance of Members of the Board of Directors and Members of the Supervisory Committee who have served during Fiscal Year 2023; to Consider the compensation for the Members of the Board of Directors (allocated amount: AR$ 889,453,418) for the fiscal year ended December 31, 2023, which reported a computable loss according to the terms of the CNV Rules; and to discuss other matters.
お知らせ • Mar 06Telecom Argentina S.A. to Report Q4, 2023 Results on Mar 11, 2024Telecom Argentina S.A. announced that they will report Q4, 2023 results on Mar 11, 2024
お知らせ • Feb 06Telecom Argentina S.A. Announces Resignation of Luciano Nicolás Giménez as Alternate Member of the Supervisory CommitteeTelecom Argentina S.A. announced that the company received the resignation letter from the alternate member of the supervisory committee Luciano Nicolás Giménez, effective as of February 5, 2024, due to personal reasons.