Café Invest
Research

Telecom - Not time to exit the building

Telecom - Not time to exit the building

Not time to exit the building
• Valuation still attractive despite a strong rally.
• Industry outlook good and getting better.
• Potential earnings upside from license auction in 2025.
• Like both companies, but prefer TRUE over ADVANC.

1728274118231-77fe936b1654c2c7c7168004f0454777c2006363d10df989325a0ddf3dbf4c6f.png1728274134169-50c85aa2f3b962b00fcbf2c674811c1bc1b50f5ba28615da6c959440d424ab37.png1728274224396-f2f26c75a92fca7f42e6c3997b341312d78ebe7964cf72df2bf57fa71e321220.png

Telecom - Not time to exit the building | Café Invest