ORANGE

The auto manufacturing industry provided a highest weighted return, at 0.085%, as well as the highest individual return, at 4.2%, on November 23.

FEZ’s telecommunication industry provided a 5% return in 2015. Orange and Deutsche Telekom had positive performances. Telefonica had a negative performance.

Vodafone service revenue in Itay fell ~8.8% YoY (year-over-year) to reach ~0.93 billion pounds.

In fiscal 3Q16, Vodafone’s mobile customers in Germany decreased ~3.6% YoY to reach ~30.4 million.

During 3Q15, Telefonica’s mobile revenue declined 2.6% YoY to 1.1 billion euros in Spain. A robust YoY increase in mobile data revenue limited the decline in mobile service revenues.

During 4Q15, the data revenue stream of Telefónica’s mobile component rose by ~30.2% organically YoY to reach ~0.25 billion euros in Argentina.

Year-over-year, Telefónica’s mobile revenue rose by ~2.8% to reach ~1.8 billion euros in Germany.

The FEZ ETF rose by ~1.4% in the October 22 trading session after the ECB statement. The top performing industries were banking, transportation, and REIT.

Altice hopes to replicate Europe’s “quadruple play” model in the United States. Quadruple play is the bundling of high-speed Internet, television, land line, and mobile service in one package.

Out of 36 recommendations on AT&T’s stock, around half gave “buys.” The proportion of “hold” recommendations on the stock was ~44.4% as of April 18, 2016.

To increase its efficiency, Orange (ORAN) is deploying Cisco Systems’ NSO software platform across its networks.

In May this year, Altice made a bid for a majority 70% stake in Suddenlink for $9.1 billion. The deal is expected to close by the end of this year.

France (EWQ) is one of the leading economies of the European Union (FEZ) (EZU) now facing a serious problem of unemployment.

In January 2015, Turkey recorded its biggest drop in industrial production in more than five years. Industrial production was down to -1.4% in January 2015.

The PBV ratios of VimpelCom, RBL, QQXT, and RSX are 1.1x, 0.57x, 4.6x, and 0.75x, respectively.

More operators are asking about Nokia’s (NOK) 5G equipment now that some countries are banning Huawei from participating in the development of their 5G networks.

Samsung (SSNLF) wants to capture 20% of the global market for telecom equipment by 2020.

In April, Comcast’s (CMCSA) Xfinity TV service included Netflix video content in its package deal.

Vodafone’s (VOD) stake in its African subsidiary Vodacom is set to fall. Vodacom operates in several African countries.

Orange’s capital spending was 7.4 billion euros in 2017.

Vodafone’s EBITDA was ~7.9 billion euros in fiscal 1H17, compared to ~8 billion euros in fiscal 1H16. Its EBITDA margin rose to 29.2% in fiscal 1H17.

Netflix (NFLX) acknowledged during its fiscal 2Q16 earnings call that as it expands rapidly into international territories, payment systems in these territories aren’t developed equally.

ARTIX invests in non-US growth companies whose valuations it finds attractive. Though it has a growth bias, it doesn’t have a market-cap bias.

The Calvert International Equity Fund (CWVGX) aims to invest in at least three countries and focuses on bottom-up research.

Akamai Technologies (AKAM) is a global leader in the content delivery network (or CDN) and has a market capitalization of $8.7 billion.

The Ivy European Opportunities Fund – Class A’s (IEOAX) assets were spread across 77 holdings as of March 2016. It was managing assets worth $224 million.

As of March 11, 2016, AT&T was the largest global telecommunication player by market capitalization.

Organically, TEF’s revenue rose robustly by ~18% year-over-year to ~1 billion euros in Argentina during 4Q15.

On an organic level, year-over-year, Telefónica Brasil’s mobile revenue rose modestly by ~3.3% to reach ~1.5 billion euros in 4Q15.

Overall, Telefónica’s revenue in Brazil represented ~21.8% of its total revenue during 4Q15.

From a purely NAV (net asset value) return standpoint, the CWVGX had a forgettable showing in both the one-year period until February 29 as well as in 2015.

Telefónica reported its 2015 results on February 26, 2016. The telecom player’s revenue figure was ~47.2 billion euros for the year.

As of February 8, 2016, Vodafone was trading at a next-year PE (price-to-earnings) of ~37.9x.

During fiscal 3Q16, the growth trend in Vodafone Turkey’s mobile subscribers continued.

As per Vodafone, Vodacom’s service revenue in South Africa increased by ~7.2% organically YoY in fiscal 3Q16 compared to ~3% YoY in fiscal 2Q16.

As of January 22, 2016, Verizon was the third-largest global telecom company by market capitalization. It followed AT&T (T) and China Mobile (CHL).

A rise in stocks after the European Central Bank’s announcement on January 21 provided a short-term boost to Europe-focused mutual funds (IEOAX) (UEPIX).

On January 12, the stocks at the top of the SPDR Euro STOXX 50 ETF were Orange, LVMH Moet Hennessy Louis Vuitton, BMW, Danone, and SAP.

Anheuser-Busch (BUD) provided the positive return of 22% in FEZ in 2015. Currently, the stock is trading at 114.6 euros. Its 52-week high is 119.65 euros.

In this part, we’ll look at some of the metrics for Telefonica and its peers as of December 3, 2015. We’ll see how their stocks have performed in the last 52 weeks.

The EU’s (European Union) GDP (gross domestic product) depends on the service sector. The service sector contributes ~73.90% towards the EU’s (EZU) GDP.

Telefonica’s revenue from fixed services in Spain increased sharply by 4.6% YoY to 2.2 billion euros in 3Q15, largely due to a YoY increase in the fixed broadband and new services component.

Vodafone’s European component continued to dampen overall revenue growth during fiscal 1H16. The European component’s revenue fell ~4.8% year-over-year.

Mobile TeleSystems is a telecommunications group located in Russia, as well as Central and Eastern Europe. It offers wireless internet access to customers.

After VimpelCom’s 3Q15 earnings report, its stock fell by 5.1% to close at $3.52 on November 6, 2015.

Out of the 52 constituents of the FEZ ETF, 50 stocks gave positive returns on October 22. This lead it to close up 1.4% from the previous trading session.