reports
1 director bought
A director at Blue Label Telecoms Limited bought 200,000 shares at 5.353ZAR and the significance rating of the trade was 57/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two...
- Ian Brink
Blue Label Telecoms (BLU) – Building an ecosystem
Summary We initiate coverage on Blue Label Telecoms with a BUY recommendation The SA Distribution segment remains the core of the business. We believe that regulatory developments in India and a resurgence in cash usage have negatively impacted on the growth potential of the Oxigen business. Despite the significant potential of Mexico’s airtime market, stubbornly high market concentration threatens to persist and smother growth. The Mexican business is subscale, in our view. On its own, the g...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
- Ian Brink
Blue Label Telecoms Initiation Report
 Using a SotP methodology we value Blue Label (BLT) with atarget price (TP) of ZAR27.20/share excluding Cell C.Including Cell C, our TP increases to ZAR28.30/share. The BLT/Cell C ecosystem is likely to challenge theincumbent operators’ market share in the lower LivingStandards Measure (LSM) segment. Vodacom relies on BLT for airtime distribution into thelower LSM segment and is likely to adopt a wait-and-seeapproach with regard to the proposed Cell C transaction.
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