LUMN: quick thoughts following the call
In this note we cover the implications of the big contract wins announced last week as well as our thoughts on improving trends in Mass Markets and the value that Lumen is creating in that business. Lumen’s Mass Markets business has gone from consistently disappointing to one of the better performing assets in the group. The results they are delivering are very supportive of our positive view of broadband assets generally.
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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