A Telecom Monopoly in Russia 看多

描述

⋅ 2018年2月24日下午1點11分

MBT is quietly becoming a monopoly in the Russian mobile telecom space. I wrote a detailed analysis of the company, which you can find here: rockvuecapital.wordpress.com/2018/02/24/a-telecom-monopoly-in-russia/.

In short, the company is a monopolistic giant with tremendous reach and power in Russia and Eastern Europe. Despite this tremendous power and monopolistic qualities, the company trades at roughly 13x FCF and sports a 10.6% FCF Yield.

Please be critical if and where you don't agree.

All the best,
Brandon