Showing posts with label KPN. Show all posts
Showing posts with label KPN. Show all posts

Tuesday, May 13, 2014

Seeking Alpha: America Movil Going Global In A Search For Value

The last year has been a challenging one for America Movil (AMX). While profits are improving in the Brazilian operations, a softer Mexican economy impacted results as regulators increasingly look to clip America Movil's wings. A recent decision to assume operating control of Telekom Austria (OTCPK:TKAGY) is not at all surprising, but the company has yet to clearly outline the value proposition for expansion into Europe as opposed to other Latin American markets. All told, America Movil is likely undervalued today on the basis of is long-term cash flow generation potential, but the company will likely have to show that it can deal with the new regulatory system in Mexico and extract value from Telekom before the Street gives it the full benefit of the doubt.

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America Movil Going Global In A Search For Value

Monday, July 29, 2013

Investopedia: America Movil Sees An Uptick, But Strategy Still Uncertain

Investors in large Latin American mobile phone service provider America Movil (NYSE:AMX) have gotten a respite lately from the worries about serious changes to the regulatory environment in Mexico. A decent earnings report showed that there's still some room for performance, while a transaction in Europe highlighted the potential value of at least one of its strategic investments. All told, though, this is a company still facing some serious challenges in its business, and one where investors still aren't completely confident in management's long-term ambitions.

Please read more here:
http://www.investopedia.com/stock-analysis/072913/america-movil-sees-uptick-strategy-still-uncertain-amx-tef-kkpny.aspx

Tuesday, April 2, 2013

Investopedia: Verizon, AT&T, And Vodafone - Here We Go Again

Large companies aren't really famous for being good at sharing. With that in mind, the shared ownership of Verizon Wireless between Verizon (NYSE:VZ) and Vodafone (Nasdaq:VOD) has always seemed inherently unstable. While the companies once contemplated an IPO for the business, the decision to maintain the status quo has led to nearly annual speculations as to whether the two companies will reach agreement on some sort of M&A transaction.  

Whether it's due to real interest or just the fact that the market is in a dry patch for news prior to the next earnings cycle, these rumors have heated up once again. In an interesting twist, rumors are now including AT&T (NYSE:T) as a potential third party to facilitate a transaction that would essentially split up Vodafone between the two American carriers.

Please continue here:
http://www.investopedia.com/stock-analysis/040213/verizon-att-and-vodafone-%E2%80%93-here-we-go-again-vz-t-vod-amx.aspx

Tuesday, December 18, 2012

Seeking Alpha: Is America Movil Still A LatAm Growth Story?

Like people, companies change as they grow older. America Movil (AMX) was once a premier Latin American growth stock at a time when retail investors had few good options for investing in that region. Since then, both the company and its markets have matured, and investors now have numerous other options for investing in emerging markets. Given the company's maturing model and its ventures into Europe, is America Movil still a growth stock and is it still worth owning?

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Is America Movil Still A LatAm Growth Story?