It has been a long time since there were three securities from the telecom sector in the selective index of Spanish equities, the Ibex 35. The eternal presence of Telefónica has been joined by Más Móvil and Cellnex, which are being one of the great revelations of the current trading year. Being two of the listed companies that increased, they have appreciated in this period. To the point that the offer of the telecos has expanded and put at the level of other sectorial indices of the old continent.
While on the other hand, it cannot be forgotten that in all cases they have a very high revaluation potential and of course higher than that of other stock market sectors. Highly recommended by the main analysts in the equity markets who have ordered that it is a purchase for the next few years. It also highlights the fact that they are securities that have aroused the interest of large international funds and that somehow they have taken very aggressive positions in these companies in recent months. To the point that these positions can be replicated to make the savings profitable from now on and with great possibilities of achieving it.
Like its ability to adapt to the new technological scenario of this sector and that makes it very sensitive to developing new lines of business that can boost its prices on the stock market from now on. Telefónica is no longer the only telecommunications operator that operates on the stock market, but is supported by two new and promising proposals to invest in the equity markets. Even with the possibility of obtaining an interesting fixed and guaranteed dividend every year. Globally around 4% beyond their positions in the financial markets. Being one of the sectors that will have to be put on the radar from now on due to its special characteristics.
Telecos: agreements in Telefónica
Wayra Barcelona, Telefónica's open innovation hub, has signed an investment agreement with Abiquo to enhance its business development with the group and integrate its value proposition in the different Telefónica business units. One of the main objectives of this trademark is invest in tech startups that they can do business with Telefónica and, in this way, they can scale by contributing their technological solution to the network of more than 350 million clients that the group has around the world.
The investment in Abiquo will help promote this new service, already available in Spain, and which throughout the year will be extended to the rest of LATAM operators. Initially, the service will provide access to Amazon Web Services, Microsoft Azure and Telefónica's VDC service, with the opportunity to add other value services and include private clouds and other hyperscalar clouds. As is the case with Google Cloud Platform, I was recently added to Telefónica's Public cloud services catalog.
Connect invested startups
Abiquo has recently participated in the latest edition of the Telefónica Business Development Day, which aims to bring together and connect the startups invested by Wayra Spain with different Telefónica business units. Additionally, being part of Wayra will allow Abiquo to interact with all the startups participated by the innovation hub and access the global network of 11 Wayra hubs in 10 countries. “With this new investment, from Wayra we continue with our strategy of promoting the business development of our investee startups through Telefónica. Furthermore, the fact that Nauta Capital, Abiquo's current investor, contributes with more financial support, reinforces Wayra's commitment to promoting deal flow and co-investment ”, explains Julián Vinué, director of Wayra Barcelona.
“It is magnificent news to have Wayra and Telefónica as travel companions in the future of Abiquo. The company has demonstrated clear leadership in the cloud management industry with all its evolution until having the best multi-cloud self-service proposition. Telefónica's support will be key to strengthening this position in a market with accelerated growth and consolidation ”, says Carles Ferrer, general partner of Nauta Capital.
More services in More Mobile
Starting today, the Netflix service, with its wide variety of series, movies and documentaries, is now available on AgileTV, the television platform that Yoigo distributes to all its clients. Thus, Yoigo customers who subscribe to the Netflix service will have easy access to the full catalog of series, movies, children's content and documentaries offered by this platform. Among other content, customers will be able to enjoy Netflix original series such as: La Casa de Papel, Stranger Things and Narcos, its films such as Triple Frontier or Emboscada or documentaries such as El Caso Alcàsser. As one of the proposals for which one of the new telecos that are listed in the selective index of Spanish equities, Ibex 35, has opted.
Access to new releases and content
On the other hand, they will also have at their disposal all the premieres that are to come. Also, to improve the user experience, the Yoigo clients They will be able to access the application directly from the remote control with a specific button, or from the main page of the AgileTV service, and they will be able to pay the Netflix subscription on their Yoigo bill.
With this new addition, Agile TV, which already has the main free platforms –such as YouTube or Youtubekids– and paid platforms - such as Amazon Prime Video or Sky–, significantly expands its offer of content and services. Thus, Yoigo customers can now enjoy, through AgileTV, the best platforms, with the best user experience and in a single access, so that its use is very simple and intuitive. This TV allows Yoigo customers to configure their offer and decide what they want to watch with total freedom and flexibility. In addition, they will be able to enjoy innovative functionalities and a great user experience with specific functions through the remote control.
Cellnex is strongly appreciated in the stock market
Cellnex Telecom has presented the results for the first half of 2019. Revenues amounted to 489 million euros (+11%) and ebitda reached 321,3 million (+11%). The net result closed in equilibrium (0 million euros) compared to the losses of 31 million euros in the first half of 2018. Together with the growth operations that involve new investments for more than 4.000 million euros —between disbursements for the purchase of assets and investments in deployments until 2027–, and the positive evolution of the business growth indicators at a constant perimeter, the solid balance sheet and liquidity of the company should be highlighted due to their relevance ”, said Tobias Martinez, Director Delegate of the company.
“In this sense,” continues the CEO of Cellnex, “in the past seven months of the year we have strengthened liquidity by c.4.000 billion euros, including the 1.200 billion from the capital increase last March, up to 5.500 million euros. In this way we have ensured a greater strength of our own resources; better conditions in terms of life and average cost of debt; and, perhaps more importantly, access to the necessary resources to meet the commitments acquired and maintain the flexibility and availability necessary to continue taking advantage of the opportunities that the market may offer us. "
Most profitable stocks in 2019
For his part, Franco Bernabè, new President of Cellnex, has expressed “satisfaction with the data and indicators reported by the company at the end of the first semester. I have been able to closely follow the development of the company since its IPO in 2015 and it seems to me an exemplary case of transformation of the business model, of building a truly European scale business project, and capacity and excellence in execution by the executive team. I am convinced that Cellnex has the necessary capabilities and resources to continue playing a leading role in the consolidation process of the sector in Europe and especially in the six countries where we are already present. "
In this sense, it cannot be forgotten that it is being one of the values of the Ibex 35 that more profitability has offered in the last 12 months. To the point that it has been in the top five of the rallies in many trading sessions. With a volume of securities traded that has also become very high on most of the days listed. A fact that has attracted the attention of a good part of the small and medium investors who have decided to buy their shares to make these movements on the stock market profitable.
Either way, and globally, it is one of the sectors to take into account by diversifying its stock offer. Something that certainly did not happen in previous years and this is a factor that benefits their movements in the financial markets. A fact that has attracted the attention of a good part of the small and medium investors who have decided to buy their shares to make these movements on the stock market profitable.