
By Caiman Valores : Once associated with coups, military juntas, drug trafficking, Marxist guerrillas, right-wing death squads, foreign debt defaults and economic crises, Latin America has transformed itself over the last decade into a global economic powerhouse. During that period Latin America ...
Internet, pay TV, fixed voice, and wireless, and its superior pay TV product (through its takeover of cable giant NET Servicos NETC ) gives it a strong competitive advantage in bundling. For example, many of NET's cable subscribers use Vivo as their wireless
We are dropping coverage of Net Servicos NETC due to the lack of trading liquidity after America Movil effectively acquired 99% of NET's common shares. We provide broad
region now reside in the country. DirecTV has benefited as its largest rival in Brazil, pay-TV market leader Net Servicos NETC (now controlled by America Movil AMX), has been unable to offer service in some of the country's fastest-growing regions
t all bad--Oi's broadband speeds are finally improving. The firm had lost customers to firms like GVT and Net Servicos NETC , who were offering service at 5-10 times the speed of Oi. As of the end of the third quarter, nearly 20% of its base has
and scale improvements. Unfortunately, it also closes the door on the prospects for material share price appreciation in NETC 's stock. After adjusting for the weaker Brazilian real, we are lowering our fair value estimate for NET to $10 per ADR from
BRL from 1.56 BRL per USD), which will have small negative impacts on the fair value estimates for: America Movil AMX, NII Holdings NIHD, Telmex TMX, Net Servicos NETC , Tele Norte Leste TNE, Telesp VIV, and Tim Participacoes TSU.
Net Servicos NETC had what looks to be a strong second quarter, although the lack of transparency makes it difficult to get the full story. Group
Rougemont submits: In March, I wrote about 10 stocks that I thought were oversold and likely to rebound. Since then, all 10 of are up, four of them (RAIT Investment Trust ( RAS ); Hartford Financial Services ( HIG ); MGM Mirage ( MGM ); and NutriSystem ( NTRI )) significantly -- about 10 to 12%, in
Net Servicos NETC had a very good fourth-quarter earnings result, highlighted by strong upselling, which led to better margins. Fourth-quarter