Added to YB: 2024-07-03
Pitch date: 2024-07-01
VIV [bullish]
Telefônica Brasil S.A.
+69.96%
current return
Author Info
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Company Info
Telefônica Brasil S.A., together with its subsidiaries, operates as a mobile telecommunications company in Brazil.
Market Cap
BRL 122.6B
Pitch Price
BRL 7.21
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.94
P/E
19.45
EV/Sales
2.20
Sector
Diversified Telecommunication Services
Category
value
Show full summary:
Superfluous Value: H1 2024 Portfolio Review - Telefônica Brasil S.A.
VIV: Brazilian telecom trades at <4x EV/EBITDA with 7% yield. Strong execution but slow on buybacks (1-2% annually). BRL weakness in H1. Management discusses buybacks on calls. Patience likely to pay off. Undervalued, overlooked by market.
Read full article (1 min)