VimpelCom Ltd (VIP)
Q2 2010 Earnings Call Transcript
September 2, 2010 10:30 am ET
Archive for the ‘Telecom’ Category
Turkcell: Perfect Way to Trade the Rise of the Emerging Market Consumer
On September - 3 - 2010
Charles Lewis Sizemore submits:
The Financial Times ran a headline several weeks ago that really stuck with me:
"Emerging markets fuel consumer goods groups."
Finisar: At the Forefront of Solving ‘Wireless Backhaul’
On September - 2 - 2010
Wall Street Cheat Sheet submits:
By David Gibbs
Earnings: 1Q profits of $0.31 vs. estimates of $0.23.
Revenue: Up 62% YoY to $207.9 million vs. June guidance of $190-$205 million, which was above analyst expectations at the time.
CRTC Decision Denies Rural Access to HSPA+; Bell Disappointed
On September - 2 - 2010
Bell Canada (NYSE:BCE) [TSX: BCE] has said it is "very disappointed" at the Canadian Radio-television and Telecommunications Commission`s (CRTC) decision to not allow Bell to install HSPA+ wireless broadband technology in rural and remote Canadian communities.
The decision, which rules over how to spend funds accumulated in large telecom companies` deferral accounts, will see Bell, Telus and others install DSL broadband technology at a cheaper cost, with the remainder of funds allocated for residential home phone customers in urban areas of Ontario and Québec in the form of credits, rebates or promotional offers.
What’s Up With Canadian Telecom Stocks?
On September - 1 - 2010
Market Blog submits:
Will Sprint Let Rival Operator T-Mobile In?
On September - 1 - 2010
Zacks.com submits:
Sprint Nextel (S) is arguing whether to let its rival operator, T-Mobile USA, invest in Clearwire Corp. (CLWR). Sprint is well aware that the investment will give lead to cutthroat competition and may even challenge its leading position in the deployment of 4G services.
Sprint offers speedy data services to customers via 4G network in collaboration with Clearwire. The expansion of 4G services is vital to Sprint’s survival in the U.S. wireless market, given its continued market share erosion. Sprint merged its wireless broadband unit with Clearwire in 2008 and currently owns 54% of the stake.
A Simple Case for Investing in Sprint
On August - 31 - 2010
Rafael Grillo submits:
My case is simple. I submit that Sprint (S) is quickly overcoming the poor reputation it used to have among consumers. And I expect that sooner rather than later, consumers will realize that Sprint is a very smart choice. My case is based on Sprint’s sound marketing strategy and on the increasing level of positive consumer ‘chatter’ around Sprint, sprinkled with my own personal experience as a satisfied Sprint customer.
AT&T Offers a Stable Dividend With Room to Grow
On August - 30 - 2010
Horacio Marquez submits:
Last week we recommended BCE Inc. (NYSE: BCE) as a way to stabilize your portfolio amid market volatility. We chose a superb company that’s a leader in Canada’s telecommunications field and has a consistent history of generating ample cashflow. This cashflow allows the company to keep increasing its safe, high dividends and to repurchase shares.
Now, don’t get me wrong – I’m not pushing you into a defensive investment cocoon. I still love the opportunity to make huge profits from the advent of new technologies that are revolutionizing both computing and communications in a way not thought possible only a few years ago. Assuming you have measured your risk appetite and incorporated many high-potential return opportunities in your portfolio, adding low-Beta, dividend-rich winners such as last week’s and today’s will improve your portfolio diversification, reduce volatility and add some serious income.
Telecom in India: Giant Land, Giant Opportunities
On August - 30 - 2010
Shlomi Cohen submits:
The telecommunications market in India has tremendous potential, and there is no communications equipment maker in the world which is not increasing its presence there at this time, ahead of the era of 3G cellular communications. That technology is still not available for hundreds of millions of customers there.
It must be understood that this is a country where wired broadband, such as ADSL, is almost non-existent, because of a lack of appropriate infrastructure. So surfing over cellular communications seems to be the only solution for hundreds of millions who thirst for online information.
Tollgrade Communications Receives Great Value Grade
On August - 27 - 2010
Randy Durig submits:
Tollgrade Communications, Inc. (TLGD) designs, engineers, markets and supports test system, status monitoring hardware, software, and green products for the telecommunications and power utility markets.
Step 1 – We first search for companies with pristine balance sheets.
Tollgrade ended July 2010 with $66.6 million in cash and no debt, giving shareholders $5.23 cash per share. They have an enterprise value, with $50 million in annual sales, of only $18 million, or just $1.45 per share. This is an outstandingly strong balance sheet.