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.
Follow the link to continue:
America Movil Going Global In A Search For Value
Showing posts with label KPN. Show all posts
Showing posts with label KPN. Show all posts
Tuesday, May 13, 2014
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
Please read more here:
http://www.investopedia.com/stock-analysis/072913/america-movil-sees-uptick-strategy-still-uncertain-amx-tef-kkpny.aspx
Labels:
America Movil,
Investopedia,
KPN,
Telefonica
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
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
Labels:
America Movil,
AT T,
Investopedia,
KPN,
MTN Group,
Telekom Austria,
Verizon,
Vodafone
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?
Please read more here:
Is America Movil Still A LatAm Growth Story?
Please read more here:
Is America Movil Still A LatAm Growth Story?
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