Telefonica S.A. (ADR)

  • Which of These Telecoms will Win in Germany?

    By John Bromels - August 18, 2013 | Tickers: AMX, DT, KKPNY.PK, TEF, VOD

    DING! DING! DING!

    There's the bell! Round One is on in Germany, the strongest cellular market in the beleaguered Eurozone, and what a match it's gonna be!

    Rival telecom companies including British heavyweight Vodafone (NASDAQ: VOD) and Spanish powerhouse Telefonica (NYSE: TEF) surge onto the mat! They're after a bigger piece of the strudel, but homegrown favorite Deutsche Telekom (NYSE: DT) isn't going to let them more »

  • Which Telecom Is Right for You?

    By Wes Patoka - August 14, 2013 | Tickers: T, CHL, TEF

    Growth, income and stability are the three things that make up the holy trinity of investing. Companies that possess all of these qualities are rare, and typically produce something that is a backbone of society. The telecommunications sector seems to hit on all three. Telecom giants in the US and abroad typically have the power to raise rates (growth), have large dividends (income), and are necessary in their customers lives more »

  • Carlos Slim’s $9.6 Billion Bid

    By Evan Buck - August 12, 2013 | Tickers: AMX, KKPNY.PK, TEF

    Carlos Slim, the Mexican billionaire mogul who is the world’s second richest man, plans to buy out the Dutch telecommunications company Royal KPN (NASDAQOTH: KKPNY.PK) for 7.2 billion euros ($9.6 billion). Slim is ratcheting up the battle between his own telecommunications company America Movil (NYSE: AMX) and Telefonica (NYSE: TEF) in the European stage. Will Slim’s $9.6 billion wager come to fruition for shareholders of more »

  • Are the Phone Giants Attractive Investments?

    By Ryan Peckyno - August 5, 2013 | Tickers: T, TEF, TKC, VZ

    Recently there has been a lot of chatter about telecom companies -- both domestic and international.  The majority of analysts, though, tend to rate our two largest telecom companies, Verizon (NYSE: VZ) and AT&T (NYSE: T) as a Hold.  And they seem more skeptical about some of the large international telecom companies. 

    In full disclosure, a few years ago, I owned shares in both Verizon and AT&T, but I more »

  • Expect Better Performance From This Telecom Company

    By Federico Zaldua - August 2, 2013 | Tickers: KKPNY.PK, TI, TEF

    I have liked Telefonica (NYSE: TEF) for a while. The company is suffering in its home market but is finding growth in emerging markets through its strong presence in Latin America. Most importantly, its European operations should start getting better as the market consolidates and competitive pressures ease. Despite beating market expectations, Telefonica's last quarter results still reflect tough market conditions. After the sale of various non-core assets such more »

  • Does This Merger Make Telefonica A Must-Buy?

    By Fani Kelesidou - July 25, 2013 | Tickers: DT, TEF, VOD | Editor's Choice

    After months of whispers and behind-the-curtain chit-chats, Spain-based telecommunications services provider Telefonica (NYSE: TEF) shook hands on a deal with Dutch mobile operator RoyalKPN that's supposed to rock the boat of the German market by knocking Deutsche Telekom (NYSE: DT) and Vodafone (NASDAQ: VOD) out.

    Could this deal enable Telefonica to make up for its gloomy five-year revenue growth or should you just steer clear of this beaten-down stock more »

  • Is This Acquisition a Game-Changer?

    By usman iftikhar - July 25, 2013 | Tickers: S, TEF, VOD

    Day by day competition in the telecom sector is getting stronger, forcing providers to change the scope of their operations.

    Although the industry is heading towards its maturity there is still room for the players to expand their businesses. To ensure their survival, the players in the industry are either making investments in cloud computing and mobile Long Term Evolution (LTE) or acquiring  rivals to provide diversified product mixes that more »

  • Foreign Telecoms for Your Portfolio

    By Damon Churchwell - July 25, 2013 | Tickers: BCE, ORAN, TEF, VOD

    The shares of numerous European and Canadian telecommunications providers look to have significant upside at their current valuations either for the near term or long term. I have selected several companies to discuss, and decide where to invest based on their income and balance sheet metrics. Stock recommendations will follow.

    A Canadian behemoth

    Canada's largest telecommunications provider, BCE (NYSE: BCE), operates through four segments:

    1. Bell Wireline is a more »

  • America Movil's Challenges Keep Coming

    By Joshua Bondy - July 25, 2013 | Tickers: AMX, TEF, BX

    The Mexican telecom market isn't known for its quality or affordability. America Movil (NYSE: AMX) is the dominant player, and it has been able to use its strong grip on the nation's infrastructure to fend off competitors. Now, calls for more competition are squeezing America Movil's margins. The company is still a dominate monopolist with strong local connections, but it is important to contextualize its financials.  

    AMX more »

  • Chinese Mobile Poised for Growth

    By Jeremy Worthington - July 17, 2013 | Tickers: CHL, CHU, SKM, TEF

    There are two main players in the Chinese cell phone carrier market. The larger of the two is China Mobile (NYSE: CHL), and the smaller is its competitor China Unicom (NYSE: CHU). Both companies are well-established in the wireless communications industry and have a huge customer base. The Chinese market for cell phone coverage is not saturated yet and there are still many more people who require cell phone service more »

  • Banking on the Underbanked

    By Nathaniel Matherson - July 12, 2013 | Tickers: BBRY, MONIF, TEF

    The broader financial markets have performed exceptionally well this year with gains of almost 15% year to date. Going into the second half of the year you, like me, may be looking for undervalued companies.

    Banking with phones

    Last weekend I came across a couple beaten down telecommunications companies while researching the financial services sector. Telefonica (NYSE: TEF) and Blackberry (NASDAQ: BBRY), two of the largest global telecommunication companies, have more »

  • An Investment Worth Waiting For

    By Red Chip - July 5, 2013 | Tickers: TI, TEF, VOD

    Vodafone Group (NASDAQ: VOD); the second largest telecom service provider in the world faces a decline in its top and bottom line due to increased competition and economic downturn in Europe. However, Vodafone’s improvement in the Spanish market is expected due to its joint venture with France Telecom to develop an optic fiber network.

    Fundamentals

    Vodafone Group has reported revenues of £44.4 billion ($59 billion) for its year more »

  • 3 Stocks the Market Hates, And Why You Should Love Them

    By Ryan Palmer - June 28, 2013 | Tickers: AA, AAPL, TEF

    If you consistently invest along with the majority you are doomed to perform as they do, which is mediocre at best. On the other hand, those who zig when the market zags are often the ones who achieve returns above the garden variety.

    For the most part the market is efficient, and prevailing opinion is often based on very sound reasoning. That being said, the market is not perfectly efficient more »

  • Hunting for Acquisitions in the European Telecom Market

    By Rupert Hargreaves - June 26, 2013 | Tickers: T, ORAN, TEF

    Recently, there has been much speculation running around the market as AT&T (NYSE: T) snoops around in Europe. The company's Chief Executive, Randall Stephenson, has been flying in and out of Europe talking to governments, regulators and CEOs for the past few months in a bid to get a feel for the market and the opportunities that AT&T may or may not have available to it.

    However more »

  • Could This Giant Be An M&A Target?

    By Federico Zaldua - June 20, 2013 | Tickers: T, TI, TEF

    Madrid-based Telefonica (NYSE: TEF), one of the world's largest telecom companies, has been facing some heavy headwinds. The company's debt (at almost $70 billion) stands at around 2.7x Telefonica's EBITDA, and competion in its home market have been putting pressure on margins and sales. As a matter of fact, for the first quarter this year revenues fell 9% year-over-year (yoy), and the company’s operating income more »

  • High-Speed Network Development in Europe Is Slow, But Steady

    By Nick Chiu - June 9, 2013 | Tickers: DTEGY.PK, TEF, VOD

    Europe needs to boost its mobile network. According to a report by the GSMA industry group, Europe is behind the U.S. in its efforts to boost phone bills and upgrade networks. Wireless phone bills in Europe have continued to decline since 2000, while U.S. carriers have reversed the falling trend since 2010.

    Vodafone boosts its investment

    Due to the weak economic outlook, European carriers are less willing to more »

  • Results Recap: European Telecom Companies

    By Federico Zaldua - May 15, 2013 | Tickers: ORAN, TI, TEF

    The European telecom sector has been under pressure for a long time. High capex needs combined with the long European recession (which produced price wars across the region) have made margins tumble. That said, most European telecom companies have profitable investments made in high growth Emerging Markets (EM), above all in Latin America. Let's take a look at the first quarter results of two of the main European telecom more »

  • Earnings Season Review and Outlook 2013

    By Jay Ralez - May 9, 2013 | Tickers: CZZ, EA, FNMA, LNVGY.PK, MONI, NQ, NOK, TEF, VELT, WMMVY.PK

    I am reading my stocks earnings releases now since its earnings season and I havent reviewed anything in months.
     
    Cosan  http://cosan.com.br/Cosan  is doing great all around and has just finished integrating Brazils largest natural gas pipeline into its portfolio.  I like the pipeline business.  The sugar business is also expanding and Cosan's partnership with Amyris for the development of sugar based hydrocarbons to replace petroleum more »
  • Cutting Debt the Right Way

    By Federico Zaldua - April 11, 2013 | Tickers: CHU, TI, TEF

    Telefónica (NYSE: TEF), a telecom operator based in Spain with most of its operations based in Latin America (LatAm), might list part of its Colombian arm. As a long term shareholder I think its a good idea.

    Cutting Debt a Priority

    Telefonica needs to cut debt, and the Colombian unit could be sold at very high multiples. Colombia is a hot spot for international investors, and a listing of its more »

  • It's Time to Follow Carlos Slim into his Company

    By Anh HOANG - March 21, 2013 | Tickers: AMX, TEF, VZ

    Carlos Slim, the world’s richest billionaire, has lost around $5.8 billion off his net worth since the middle of February, due to a significant drop in the market price of his company, America Movil (NYSE: AMX). Since Feb. 1, America Movil has decreased by nearly 34.5%, from $25.55 per share to only $19 per share. The significant decline in America Movil’s shares is due to more »

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