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  • uploads///Industry wise Return of FEZ on November
    Macroeconomic Analysis

    Reading Auto Manufacturing’s Outperformance on November 23

    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.

    By Sarah Sands
  • uploads///Telecommunication
    Macroeconomic Analysis

    Analyzing FEZ’s Telecommunication Industry in 2015

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

    By Sarah Sands
  • uploads///Telecom Vodafones Service Revenue in Italy
    Company & Industry Overviews

    How Vodafone Performed in Italy in 3Q16

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

    By Ray Sheffer
  • uploads///Telecom Vodafone Germanys Service Revenue
    Company & Industry Overviews

    How Did Vodafone Perform in Germany in Fiscal 3Q16?

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

    By Ray Sheffer
  • uploads///Telecom TEF Mobile Spain Revenue Q
    Earnings Report

    Telefonica’s Mobile Component Dampened Revenue Growth in Spain

    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.

    By Ray Sheffer
  • uploads///Telecom Telefonicas Mobile Accesses in Argentina
    Earnings Report

    What Drove TEF’s Mobile Revenue in Argentina in 4Q15?

    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.

    By Ray Sheffer
  • uploads///Telecom Telefonicas Mobile Service Revenue in Germany
    Earnings Report

    How Much Did TEF’s Mobile Segment Grow in Germany in 4Q15?

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

    By Ray Sheffer
  • uploads///FEZ Industrial Performance
    Macroeconomic Analysis

    The FEZ ETF Rises After the ECB Statement

    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.

    By Sarah Sands
  • uploads///Cable in Europe consolidation
    Macroeconomic Analysis

    Quadruple Play and the European Cable Industry

    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.

    By Shirley Pelts
  • uploads///Telecom Recommendations for ATT
    Company & Industry Overviews

    Recommendations on AT&T: The Word on the Street

    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.

    By Ray Sheffer
  • uploads///cyberspace _
    Company & Industry Overviews

    How Cisco Is Helping Orange Keep Costs Low

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

    By Ruchi Gupta
  • uploads///ALtice revs and ebitda in Q
    Miscellaneous

    Altice Looking to Expand from Europe to the US

    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.

    By Shirley Pelts
  • uploads///Eurozone versus Frances Unemployment
    Miscellaneous

    France Is Struggling with Persistent Unemployment

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

    By Sarah Sands
  • uploads///turkey industrial production
    Macroeconomic Analysis

    Weak Industrial Production Data – Turkish Lira Continues Its Slide

    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.

    By Surbhi Jain
  • uploads///vip pbv
    Earnings Report

    How Does VimpelCom Compare to Its Peers?

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

    By Gabriel Kane
  • uploads///
    Company & Industry Overviews

    How Nokia Could Benefit from Huawei’s Woes

    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.

    By Ruchi Gupta
  • uploads///
    Company & Industry Overviews

    Are Huawei’s Woes Creating Openings for Samsung?

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

    By Ruchi Gupta
  • uploads///total net subs adds
    Company & Industry Overviews

    How Important Are These Telecom and Cable Deals for Netflix?

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

    By Aaron Hemsworth
  • uploads///
    Company & Industry Overviews

    Vodafone’s Stake in Africa Is Set to Fall

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

    By Ruchi Gupta
  • uploads///
    Company & Industry Overviews

    Cisco Getting More of Orange’s Network Upgrade Budget

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

    By Ruchi Gupta
  • uploads///Vodafone H Post Total EBITDA
    Company & Industry Overviews

    Understanding Vodafone’s Cost Structure and Earnings Margins

    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.

    By Ambrish Shah
  • uploads///NFLX intl memberships Q
    Company & Industry Overviews

    Why Netflix Is Introducing More Payment Options Internationally

    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.

    By Shirley Pelts
  • uploads///Portfolio Breakdown of the ARTIX
    Fund Managers

    Year-to-Date Portfolio Changes in ARTIX

    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.

    By David Ashworth
  • uploads///Portfolio Breakdown of the CWVGX
    Fund Managers

    YTD 2016 Portfolio Moves of the Calvert International Equity Fund

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

    By David Ashworth
  • uploads///
    Company & Industry Overviews

    Cloud Security Solutions Drive Akamai’s Revenue

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

    By Adam Rogers
  • uploads///Portfolio Breakdown of the IEOAX
    Fund Managers

    Sector Composition Changes in IEOAX until 1Q16

    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.

    By David Ashworth
  • uploads///Telecom Market Capitalization of the Largest Global Telecom Players
    Company & Industry Overviews

    AT&T’s Valuation Metrics in the Global Telecommunication Market

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

    By Ray Sheffer
  • uploads///Telecom Telefonicas Fixed Revenue in Argentina
    Earnings Report

    TEF’s Robust Revenue Growth Trend in Argentina Continued in 4Q15

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

    By Ray Sheffer
  • uploads///Telecom Telefonicas Contract Customers in Brazil
    Earnings Report

    What Drove the Modest Growth in TEF Brasil’s 4Q15 Mobile Revenue?

    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.

    By Ray Sheffer
  • uploads///Telecom Telefonicas Broadband Accesses in Brazil
    Earnings Report

    What Supported TEF’s 4Q15 Organic Revenue Growth in Brazil?

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

    By Ray Sheffer
  • Company & Industry Overviews

    How Has the Calvert International Equity Fund Performed?

    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.

    By David Ashworth
  • uploads///Telecom Telefonicas Organic OIBDA Growth
    Earnings Report

    What’s the 2016 Outlook for Telefónica?

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

    By Ray Sheffer
  • uploads///Telecom Vodafones EBITDA By Segments Fiscal H
    Company & Industry Overviews

    Anlyzing Vodafone’s Value Proposition in the Global Telecom Market

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

    By Ray Sheffer
  • uploads///Telecom Vodafones Mobile Customers in Turkey
    Company & Industry Overviews

    Why Vodafone’s Service Revenue in Turkey Saw a Sharp Rise

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

    By Ray Sheffer
  • uploads///Telecom Vodacoms Mobile Customers
    Company & Industry Overviews

    Vodacom’s Service Revenue Rose on Solid Organic Growth in 3Q16

    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.

    By Ray Sheffer
  • uploads///Telecom Market Capitalization of the Largest Global Telecom Companies January
    Company & Industry Overviews

    Verizon’s Value Proposition in the Telecom Space

    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).

    By Ray Sheffer
  • uploads///Returns of Europe Focused Mutual Funds in
    Company & Industry Overviews

    How More Stimulus Might Affect Europe-Focused Mutual Funds

    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).

    By David Ashworth
  • uploads///Performance of Orange
    Macroeconomic Analysis

    Orange Rose to Top of FEZ on Telecom Acquisition Announcement

    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.

    By Sarah Sands
  • uploads///Performance of Anheuser Busch Since January
    Macroeconomic Analysis

    Anheuser-Busch Rose by 22% in 2015

    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.

    By Sarah Sands
  • uploads///fcfdaefaaefce
    Company & Industry Overviews

    Select Multiples of Telefonica and Its Peers

    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.

    By Ray Sheffer
  • uploads///Eurozone Sector wise GDP in
    Miscellaneous

    Analyzing the European Union’s GDP Composition

    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.

    By Sarah Sands
  • uploads///Telecom TEF Fixed Spain Revenue Q
    Earnings Report

    Telefonica’s Fixed Services Supported Revenue Growth in Spain

    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.

    By Ray Sheffer
  • uploads///telecom Vodafone europe revenue
    Earnings Report

    Europe Dampened Vodafone’s Revenue Growth in Fiscal 1H16

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

    By Ray Sheffer
  • uploads///mbt pm
    Earnings Report

    Mobile TeleSystems: What Led to Falling Income in Fiscal 3Q15?

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

    By Gabriel Kane
  • uploads///vip pm
    Earnings Report

    VimpelCom Is Trading below Moving Averages in 2015

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

    By Gabriel Kane
  • uploads///Quarterly Average Return Volatility of Intraday Outperformers
    Macroeconomic Analysis

    In-Depth Analysis of the FEZ and Its Constituents

    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.

    By Sarah Sands
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