VODACOM – HOT OR NOT

Vodacom is majority owned by Vodafone and is one of the world's largest mobile companies. Vodacom has operations in South Africa, Tanzania, the DRC, Lesotho and Mozambique. Just yesterday Vodacom entered into offical negotiations with Neotel for the mobile giant to take over 100% of Neotel. Vodacom has a market cap of R186.5 billion, a [...]

2018-05-27T17:08:23+00:00 June 26th, 2015|TMT|

BLUE LABEL TELECOMS – HOT OR NOT

Blue Label Telecoms was founded in 2001 by the Levy brothers, and is a leading distributor of airtime vouchers and other e-tokens. The group has a 60% share of the SA prepaid airtime market and has a market cap of R5.3 billion, a price to earnings ratio of 12.5 and a dividend yield of 2.7%. [...]

2018-05-27T17:08:24+00:00 October 2nd, 2014|TMT|

TELKOM – HOT OR NOT

Telkom was founded as part of the SA Government Department of Post and Telecommunications, and listed in 2003. It offers fixed line services to both enterprises and to retail customers. It has a market cap of R13 billion and a price to earnings ratio of 28, but has suspended dividend payments. The SA government still [...]

2018-05-27T17:08:26+00:00 October 2nd, 2013|TMT|

MTN – TODAY’ STOCK PICK WITHIN THE TELECOMS SECTOR

MTN operates in 21 countries, with large businesses in Nigeria, South Africa, Ghana and Iran. It has over 200 million customers. It has a market cap of R370 billion, a price to earnings ratio of 16.2 and a dividend yield of 3.8%. Guest David Lerche from Avior and resident expert Paul Theron from Vestact have [...]

2018-05-27T17:08:26+00:00 October 1st, 2013|TMT|

PERFORMANCE OF TELCOMS SECTOR IN SA

Joining ABN's Bronwyn Nielsen in studio to talk Telco's and the big 3 - MTN, Vodacom and Telkom - is David Lerche, Telecoms Analyst at Avior.     Source: CNBC Africa

2018-05-27T17:08:27+00:00 June 2nd, 2013|TMT|

Vodacom Interim Results

(www.abndigital.com) Bronwyn Nielsen speaks to Kevin Algeo from Imara SP Reid and David Lerche from Avior Capital Markets looking at: Vodacom interim results.     Source: CNBC Africa

2018-05-27T17:08:27+00:00 August 11th, 2010|TMT|

SA IT sector overview

(www.abndigital.com) Godfrey Mutizwa speaks to TMT Analyst, Dirk Noeth from Avior Capital Markets looking at: IT sector, DataTec and Dimension Data.     Source: CNBC AFrica

2018-05-27T17:08:27+00:00 April 12th, 2010|TMT|

CNBC JSE Market Wrap on Telecoms

CNBC's Bronwyn Nielsen speaks to Telecoms analyst, David Lerche from Avior Capital Markets, looking at the JSE Telecoms sector.     Source: CNBC Africa

2018-05-27T17:08:28+00:00 November 20th, 2009|TMT|