Portugal Telekom - 500 Beiträge pro Seite

[mupermann]

Könntet ihr mir bitte eure Meinung zur Portugal Telekom Sagen. Danke!

[Keiner]

Hallo mupermann,

bin seit einiger Zeit in PT drin (zu 8,55; splitbereinigt) und sehr zufrieden. PT gilt als Übernahmekanditat und ist Aufgrund der Aktivitäten in Südamerika (ich denke mal, der Wachstumsmarkt im TK-Bereich) sicher für viele interessant.

Aber schaue Dir auch mal die spanische Telefonica an, da könnte noch
mehr drin sein. Es gibt auch einige interessante Südamerikanische Werte.

Gruß
Keiner

[TomaSoft]

Hallo Leute,

Habe auch PT (bei 8,45) gekauft & Telefonica (leider bei 31,50).

Beide sind im Moment am Fallen.

Hoffentlich wird es bald wieder besser!

TomaSoft

[red zac]

Hallo Ihr Aktionäre der PT.
Ich habe auch einige der Aktien in meinem Depot und stelle fest, daß sich noch gar nichts getan hat.
PT wurde als guter Wert im letzten Jahr empfohlen ( Übernahme etc.), doch nun bin ich mir meiner Sache nicht mehr sicher.
Bitte schreibt mir Eure Meinung. Danke

Gruß
Red Zac

[rayan]

habe ich auch schon länger, unbedingt behalten.nach wie vor übernahmekandidat, telefonica hat ein auge drauf und auch unsere deutsche telecom, kursziel bis oktober ca.30-35€.ist halt was solides langfristiges nichts für die schnelle mark.

[red zac]

Ich danke Die für Deine Meinung. Wie kommst Du zu der Einschätzung 30 - 35 Euro.

[Keiner]

Hallo zusammen,

ich habe zwar auch keine news (Mangelware bei PT), empfehle aber auch
zu halten. Das Kursziel von ryan finde ich übertrieben. Ich bin zufrieden, wenn wir alte Höchststände erreichen. Dann hätte ich 100%,
finde ich nicht schlecht Und für die kürzlich eingetroffene Dividende habe ich mir einen schönen Abend gemacht
Vor allen Dingen muß ich mir PT nicht jeden Tag ansehen, der Wert ist
nach unten abgesichert.

Gruß
Keiner

[rayan]

hi red zack,
das kursziel wurde von einigen finanzmagazinen ausgegeben, gestützt auf analysten meinungen.vorm split war sie immerhin im high bei 46, und ging danach schnell wieder auf 16, ist seit april durch die allgemeinen turbolenzen halt mit runter gefallen.hinzu kommt das PT wie telefonica in brasilien stark angagiert ist.deswegen auch die gerüchte das die telefonica an PT interessiert sei, zumal es ein direktes nachbarland ist, und strategisch super zu telefonica paßt.

[PeHa2]

Portugal Telecom And TISA Swap Holdings In Telesp -- Fixed -- and Telesp Celular

LISBON, Portugal--(BUSINESS WIRE)--July 20, 2000--Portugal Telecom (NYSE: PT; BVL: PTCO.IN), the Portuguese telecommunications company, today announced that it has established a contract with Telefonica Internacional SA ("TISA") for the swap of Portugal Telecom`s stake in Telesp Participacoes (Fixed) ("Telesp") in exchange for TISA`s stake in Telesp Celular Participacoes ("Telesp Celular").

This contract calls for the swap of TISA`s 35.8% direct and indirect stake in Portelcom Participacoes (which holds ordinary shares in Telesp Celular only) for Portugal Telecom`s 23% indirect stake in SP Telecomunicacoes Holding. Additionally, Portugal Telecom will receive approximately US$ 59.9 million.

Portelcom Participacoes and SP Telecomunicacoes Holding are the companies through which Portugal Telecom and TISA acquired the control of Telesp Celular and Telesp, respectively, in the Telebras auction in July 1998.

This share swap is pending approval from the Brazilian regulator Anatel.

With this transaction, Portugal Telecom`s economic interest in Telesp Celular will increase from 29.9% to 35.5%, in line with PT`s strategy of reinforcing its position in Sao Paulo`s cellular market.

This information is also available on PT`s website at www.telecom.pt

Portugal Telecom is listed on the Lisbon and New York Stock Exchanges and traded on London SEAQ International. Information may be accessed on the Reuters 2000 Service under the symbols PT and PTCO.IN, on Bloomberg and Quotron under the symbol PT.

CONTACT: Pedro M. Dias
Portugal Telecom
011-351-21-500-1701
- or -
James P. Prout
Taylor Rafferty
212-889-4350

[le.heiko]

Kann mir jemand den Text auf deutsch singemäß wiedergeben.

[PeHa2]

TMN Reports Audited Full Year 2000 Results
LISBON, Portugal--(BUSINESS WIRE)--Feb. 13, 2001--


Financial Figures are Presented According to International GAAP

TMN, the leading mobile operator in Portugal and fully owned subsidiary of Portugal Telecom (NYSE: PT; BVLP: PTCO.IN), today announced financial results for the year ended on December 31, 2000. TMN ended the year with over 2.9 million subscribers (+39%), operating revenues of EUR 1 billion (+46%) and EBITDA of EUR 391 million (54%) equivalent to a margin of 36.8% (+1.9 p.p).

Highlights

- Year 2000 was another strong year for mobile growth in
Portugal. The mobile market is estimated to have reached
approximately a penetration of 65%.

- TMN ended year 2000 with over 2.9 million subscribers, an
increase of 825 thousand subscribers compared to the same
period last year. In the fourth quarter of 2000 alone, TMN
added 344 thousand subscribers to its client base.

- Operating revenues climbed to EUR 1,062.6 million, an increase
of 46% over the same period last year.

- Mobile data revenues, which include SMS and WAP services,
accounted for 3.6% of total operating revenues.

- ARPU for the year was EUR 31, an increase of 8% over the same
period last year. This improvement was achieved on the back of
higher voice usage and increasing mobile data revenues.

- CCPU for the year was EUR 17, an increase of 7.7% over the
same period last year due to higher acquisition costs as a
result of strong growth in subscriber numbers particularly in
the fourth quarter of 2000.

- EBITDA for the period amounted to EUR 390.8 million, an
increase of 54% over 1999, and equivalent to a margin of
36.8%.

- Net Income climbed by 49% and reached EUR 170.8 million for
the year.

- Capital expenditure for the year amounted to EUR 351.8 million
including EUR 100 for the UMTS license fee paid last December.

Operational and financial review


The table set out below provides selected financial and operational information on TMN for the year ended December 31, 2000.

----------------------------------------------------------------------
Financial information - Euro million 1999 2000 (DELTA)%
----------------------------------------------------------------------
Services Rendered 597.3 894.4 49.7%
Sales of Merchandise and products 131.2 168.1 28.2%
Total Operating Revenues 728.5 1,062.6 45.8%

Total Operating Costs and Expenses 544.2 802.6 47.5%

EBITDA 253.9 390.8 53.9%
EBITDA mg 34.9% 36.8% 1.9 p.p.
Depreciation and amortization 69.5 130.8 88.1%
EBIT 184.4 260.0 41.0%

Income Before Income Tax 183.6 256.6 39.8%
Provision for income taxes -69.2 -85.8 24.0%
Net Income 114.4 170.8 49.3%
----------------------------------------------------------------------
----------------------------------------------------------------------
Operational Information - thousand 1999 2000 (DELTA) %
----------------------------------------------------------------------
Total Subscribers 2,115 2,939 39.0%
Prepaid (%) 83.6% 84.1% 0.5 p.p.
Net Additions 689 825 19.7%
Prepaid (%) 89.9% 85.2% -4.7 p.p.
----------------------------------------------------------------------
(Euro)
ARPU 28.6 30.9 8.0%
CCPU 15.9 17.1 7.7%
ARPM 0.2 0.2 -3.2%
SAC 78.4 82.3 5.0%
----------------------------------------------------------------------
(minutes)
MOU (Mobile service) 124 138 11.6%
----------------------------------------------------------------------

Operational review


The Portuguese mobile market is estimated to have reached a penetration of around 65% in year 2000. Marktest, an independent market research company, estimates that TMN had a market share of 50% measured in subscriber numbers at the end of 2000.

TMN was successful in reinforcing its leadership position adding a record 825 thousand subscribers to its client base and reaching the year end with 2,939 thousand subscribers. Over 344 thousand subscribers were added to the network in the fourth quarter alone, a 91% increase compared to the same quarter last year. This strong performance has enabled TMN to widen further the gap to the second operator in the Portuguese market to 624 thousand subscribers from 375 thousand subscribers in 1999.

Pre-paid subscribers totaled over 84% of TMN`s total subscriber base. Whilst the majority of gross additions at this stage of the development of the Portuguese mobile are pre-paid, TMN has continued to invest in marketing to contract subscribers. This effort in year 2000 was rewarded with 15% of net additions being contract customers, which have higher ARPUs.

TMN continued to develop and offer innovative products aimed at satisfying the requirements of its subscribers. For prepaid customers several products were launched including Pako, which credits calls from incoming traffic, and Vip`s, a card with premium tariffs for ten selected numbers, fixed or mobile, even from other mobile operators. For contract customers different loyalty schemes were introduced, as well as several packages of minutes.

WAP services were successfully launched in May 2000 and GPRS was launched late last year. Currently more than 150,000 TMN customers have WAP-enabled handsets which provides them access to the SapoTMN.net portal. This wap portal provides content in Portuguese language and services from www.sapo.pt, the leading ISP portal in Portugal, which is also owned by Portugal Telecom. TMN has continued to expand its WAP offering and recently has also made available location based services to its subscribers.

In December 2000, TMN was granted one of the four UMTS licences, following a beauty contest. TMN has already selected its UMTS network suppliers and terminal equipment guaranteeing and expecting to make the service available in December 2001. TMN is confident that it will be able to reinforce further its competitive positioning and lead the UMTS development also by building on the content in Portuguese language available in the PT Group and in particular in its media subsidiary, PT Multimedia.

Financial Review


Operating Revenues climbed by 46% and reached EUR 1,062.6 million (PTE 213.0 billion). EBITDA amounted to Euro 390.8 million (PTE 78.3 billion), a 54% increase over the last twelve months. EBITDA margin was 36.8%, a 1.9 p.p. improvement over the same period last year.

The growth in TMN`s subscriber base in year 2000 was achieved under strict cost control. EBITDA margin improved by 1.9 p.p. while TMN was able to capture more than its natural share of the market. The difference between ARPU and CCPU grew nine per cent., which reflects TMN`s strict cost control policy.

SACs for 2000 were EUR 82, an increase of only five per cent. over the same period last year considering the strong subscriber growth experienced in year 2000.

ARPU for 2000 was EUR 31 (PTE 6,194), an increase of eight per cent. over the same period last year. In the fourth quarter ARPU was Euro 32.1 (PTE 6,432), a 5% increase over the first nine months of this year, and a 13% increase over the fourth quarter of 1999.

The increase of ARPU was achieved on the back of 11.6% growth in voice compared to the same period last year. Traffic reached 138 minutes per user per month, which more than compensated the fall in tariffs during the year. Mobile data also contributed towards the growth in ARPU. In the month of December of 2000, the average number of SMS messages sent per user were around 27 messages, a nine fold increase compared to the same period last year and corresponding to an average of 14 messages per user for the year 2000. Mobile data revenues in 2000 already accounted for 3.6 per cent. of total revenues and are expected to increase sharply over the next few years.

In year 2000 TMN invested EUR 351.8 million (PTE 70.5 billion), including EUR 100 million for the UMTS licence payment. The investments were directed towards the expansion of its network capacity and coverage, adding more 733 new base stations to improve quality of service and customer care.

TMN`s CEO, Mr. Iriarte Esteves said "In 2000 TMN had a record year of net additions and reached almost three million subscribers. We also managed to improve margins by taking advantage of economies of scale, our leadership position and strict cost control. We continue to innovate and were the first operator in Portugal to launch the commercial offer of GPRS. The introduction of the GPRS will improve the quality of WAP services, providing faster access to information and internet services and result in higher mobile data revenues and ARPU. Against this background, I believe that we are in a unique position to lead the coming UMTS developments due to our enlarged customer base and access to the best multimedia and internet content in Portuguese language available in the Portugal Telecom Group".

This information is also available on PT`s website at www.telecom.pt.

This press release contains forward-looking statements. Such statements are not statements of historical fact, and reflect goals of the company`s management. The words "anticipates," "believes," "estimates," "expects," "forecasts," "intends," "plans," "predicts," "projects" and "targets" and similar words are intended to identify these statements, which necessarily involve known and unknown risks and uncertainties. Accordingly, the results of operations of the company to be achieved may be different from the company`s current goals and the reader should not place undue reliance on these forward-looking statements. Forward-looking statements speak only as of the date they are made, and the company does not undertake any obligation to update them in light of new information or future developments.

Portugal Telecom is listed on the Lisbon and New York Stock Exchanges and traded on London SEAQ International. Information may be accessed on the Reuters 2000 Service under the symbols PT and PTCO.IN, on Bloomberg and Quotron under the symbol PT.

For Tabular Information, including Abridged Profit & Loss Account and TMN Key Figures, please contact Rebecca Hartley at Taylor Rafferty, London at [phone]

CONTACT: Portugal Telecom
Zeinal Bava, Chief Financial Officer
[e-mail]
Pedro Dias, Head of Investor Relations
[e-mail]
Vitor Sequeira, Investor Relations
[e-mail]
Tel.: [phone]
Fax: [phone]
- or -
Taylor Rafferty Associates
James P. Prout
Tel.: [phone]

Copyright 2001, Business Wire. All of the releases provided by Business Wire are protected by copyright and other applicable laws, treaties and conventions. Information contained in the releases is furnished by Business Wire`s members, who are solely responsible for their content, accuracy and originality. All reproduction, other than for an individual user`s reference, is prohibited without prior written permission.

[RRichter]

Wenn man PT mit anderen Telekommunikationsunternehmen vergleicht, so haben die sich vom Kurs her gut gehalten. Vergleicht das nur mal mit der Performance von Ron Sommers Laden! Oder mit Mitbewerbern aus anderen europäischen Ländern (France Telecom).
Wer einen Teil seines Depots in TelCo Aktien aus Europa anlegen will, für den sollte PT oberster Kandidat sein.
Kurziele anzugeben macht wenig Sinn bei einer langfristigen Anlage. Ich schätze, in diesem Jahr wird sich der Kurs unspannend zwischen €9 und €13 bewegen.