TIM (Buy, TP: BRL21, +50%) TIM Brasil - Q2 Outlook: Strong EBITDA AL beat anticipated; CEO/CFO roadshow
Ahead of TIM Brasil Q2s (after close 31 July) we highlight a chart showing the single metric we think the market should be focused on: EBITDA AL (after leases), where we expect y/y growth to accelerate despite annualising the Oi deal closure last year. We think consensus is well off the pace here setting up an opportunity for strong stock performance around earnings
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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