Liberty LA (Buy, TP: $13, +110%) Liberty LA - T-Mobile FWA in Puerto Rico: clarification on pricing
Having published a couple of days ago and highlighted T-Mobile’s early-March FWA launch in Puerto Rico we want to clarify what may be an important nuance – Liberty PR cut prices not immediately following the early March FWA launch, as we first understood, but rather had cut toward the end of last year (October) on digital channels only. As such the FWA launch prices are approximate to Liberty’s digital offers (a small discount), Liberty hasn’t needed to respond thus far, and while we still see some competitive risk (and keep our softened growth outlook on fixed in PR), default to our view that FWA with currently patchy 5G coverage at only a modest discount to
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
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.