Professional
Added to YB: 2024-08-09
Pitch date: 2024-07-26
TKA.VI [bullish]
Telekom Austria AG
+6.43%
current return
Author Info
No bio for this author
Company Info
Telekom Austria AG, together with its subsidiaries, provides fixed-line and mobile communications solutions to individuals, commercial and non-commercial organizations, and other national and foreign carriers in Austria, Belarus, Bulgaria, Croatia, North Macedonia, Serbia, and Slovenia.
Market Cap
EUR 6.1B
Pitch Price
EUR 8.16
Price Target
N/A
Dividend
4.36%
EV/EBITDA
4.04
P/E
9.34
EV/Sales
1.50
Sector
Diversified Telecommunication Services
Category
value
Palm Harbour Capital Portfolio Holding: Telekom Austria AG
TKA.VI: Austrian/E. European telco +20.2% on Q1 results, 4.2% EBITDA growth. 2024 outlook confirmed, driven by price hikes. 0.4x net debt/EBITDA, lowest among EU peers. Cheapest valuation, highest growth, 40% FCF payout vs 92% peer avg. Upside potential: dividend increase, M&A, special dividend. Undervalued despite strong fundamentals.
Read full article (1 min)