TMUS: A great house, but the neighborhood? We need convincing...
TMUS had a strong quarter, and the stock was down. We believe the reason is the general concern that Verizon will say something on 10/29 that makes investors run for the hills. Verizon, in our view, must prioritize 2 objectives, 1) explain how change is coming, and that this is a good thing, but at the same time 2) assure a jittery market that VZ will not burn down the neighborhood in which they own the largest house. We think they will be able to do both, and we are optimistic.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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