Goldman Lists European Telcos Most Exposed to Mobile Data Growth
2014-11-12 08:08:55.440 GMT
By Sam Chambers
Nov. 12 (Bloomberg) -- While much of upside in robust telco
reporting season is due to easy y/y comps and stable regulation,
some operators have also highlighted rising mobile data usage as
key driver, Goldman says.
* Goldman says Mobistar, Telefonica Deutschland, Tele2 and
Altice (via Numericable) are best placed cos. to benefit
from accelerating mobile data growth
* Too early to call an inflection in mobile growth, as
competitive risks (fixed-line players/new entrants)
remain in most mkts:
* Too early to call an inflection in mobile growth, as
competitive risks (fixed-line players/new entrants)
remain in most mkts:</li></ul>
* NOTE: Stoxx 600 telco index is trading at its highest level
since March 2008 as cos. including Vodafone, Orange and
Telenor have beaten earnings ests this qrtr.
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To contact the reporter on this story:
Sam Chambers in London at +44-20-7673-2021 or
schambers7@bloomberg.net
To contact the editor responsible for this story:
James Ludden at +44-20-7673-2645 or
jludden@bloomberg.net
2014-11-12 08:08:55.440 GMT
By Sam Chambers
Nov. 12 (Bloomberg) -- While much of upside in robust telco
reporting season is due to easy y/y comps and stable regulation,
some operators have also highlighted rising mobile data usage as
key driver, Goldman says.
* Goldman says Mobistar, Telefonica Deutschland, Tele2 and
Altice (via Numericable) are best placed cos. to benefit
from accelerating mobile data growth
* Too early to call an inflection in mobile growth, as
competitive risks (fixed-line players/new entrants)
remain in most mkts:
* Too early to call an inflection in mobile growth, as
competitive risks (fixed-line players/new entrants)
remain in most mkts:</li></ul>
* NOTE: Stoxx 600 telco index is trading at its highest level
since March 2008 as cos. including Vodafone, Orange and
Telenor have beaten earnings ests this qrtr.
For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>
To contact the reporter on this story:
Sam Chambers in London at +44-20-7673-2021 or
schambers7@bloomberg.net
To contact the editor responsible for this story:
James Ludden at +44-20-7673-2645 or
jludden@bloomberg.net