Telefonos de Mexico SA (vor Ausbruch) - 500 Beiträge pro Seite

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TMX ist kurz vor dem Ausbruch vor 20$

Hier noch eine aktueller Analyse dazu:

"This week`s Red Zone play is the dominant fixed-line telecom provider in Mexico, with a growing base of Internet and data-transmission customers. Last year, the growing company completed a US$400 million purchase of MCI`s holdings in Brazilian long-distance carrier Embratel, while also buying phone, Internet and data-transmission services from Chile and Argentina.



Telefonos de Mexico SA de CV (TMX:NYSE) was recently named as one of Business Week`s Top 100 Information Technology stocks and as one of Fortune`s Top 40 Foreign Value stocks for good reason – it is a solid, growing company that is undervalued.

Previously a government-owned company, Telmex was privatized in 1990 and sold to a group of wealthy investors, headed by multi-billionaire Carlos Slim.



Mexican Internet users account for more than 81% of all Internet users in Central America. From 2000-2005, Mexico`s number of Internet users has shot up 351.6% - but that`s still a mere 11.8% of the population. There is still plenty of room for growth in customer acquisition, especially as Wal-Mart makes an increasing Mexican presence and sells computers dirt-cheap. That`s why, though dedicated to fixed-line telecom as a large chunk of its business, Telmex is expanding its interest in Internet technology.



Trading for just eight times earnings, with forecasted sales growth of 34% and a healthy 18% revenue growth, TMX could should fairly trade upwards of US$32, a 65% jump over current price levels. And, as tech, particularly telecom, begins to win over investors once again, I believe this value could be reached in the next six to eight months.

Telecoms like France`s Alcatel (ALA:NYSE) and around the world are beginning to post encouraging second-quarter results. Telmex should follow suit.



Better yet, Telmex is steadily repurchasing shares and just hiked the dividend payout to a more than 2% yield. And, shares underwent a bullish 2:1 stock split at the end of May.



Telefonos de Mexico SA de CV (TMX:NYSE) is a buy under US$20. "

Aktuell bei 19.97$ (+0,45%)

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19.99$ Intraday-Reversal ... es bleibt spannend

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