LUMN: a closer look at the infrastructure for sale
We published a report earlier this week arguing that the three national wireless carriers should all be targeting Lumen’s Mass Markets assets. In this follow-up, we provide a breakdown of Lumen’s Mass Markets assets, detailing where fiber has been deployed, how many copper locations can be upgraded with good returns, and who they compete against in fiber markets, upgradeable copper markets, and residual copper markets.
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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