Published On: March 28th, 2024Categories: Trade Ideas
Following our recent reports on T-Mobile and Qualcomm, in this Investment Case we turn our attention on the EU Telco sector. Our top picks in the sector are Deutsche Telekom – one of the highest rated EU IG telcos – and Telefonica – the low IG-rated incumbent Spanish telecom operator, where we especially like its hybrid debt. In this investment case, we take a closer look at Deutsche Telekom. In a future publication, we will turn our attention to Telefonica.
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