cross-sector research | Telecoms: our preference in infrastructure-intensive sectors
Telecoms, transport & concessions, and utilities are three capital-intensive sectors heavily involved in infrastructure. All are affected by the current situation but to varying extents. In this note, we conduct a comparative analysis and establish a ranking based on seven criteria: dividend policy, macro-economic exposure, influence of politics and regulations, sensitivity to interest rates, competitive environment, M&A opportunities and specific Covid-19 related costs.
Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.
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