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Telecom Argentina S.A. Message Board

  • toonawish toonawish Sep 25, 2012 2:38 AM Flag

    Disaster of Opportunity?

    I work in Brasil & have been wanting to get a bit of telecom into my portfolio.
    Couldn't make myself buy either OI, VIV or TIM here in Brasil.

    The valuation for TEO is awesome but is counterbalanced (in a scary way) by the governments possible intervention with private business.

    Does anyone have anything positive to say about Argentina besides Leonel Messi?

    Sentiment: Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • The goverment wants to install a state competitor in the telecommunication business, more precisely in the spectrum license area. I m sure there is no risk of teo statization at this point, but a warning of monopolic concentration. Its just a warning and a card from the goverment that most probably they wont use, as they already did with YPF. Viva Messi!

      Sentiment: Hold

 
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