Som udover en insane udbytte procent på over 9% nu måske sælge sin engelske division fra
http://www.ft.com/cms/s/0/e1cf12a8-6409-11de-a818-00144feabdc0.html?ftcamp=rss&nclick_check=1
http://www.ft.com/cms/s/0/e1cf12a8-6409-11de-a818-00144feabdc0.html?ftcamp=rss&nclick_check=1
29/6 2009 13:00 butterboy 0
14450 Det er ikke dårligt. Ser udbytte ud til at være holdbart?
9 pct pr. år er mere end man nok kan vente på aktiemarkedet på længere sigt i afkast, så det vil jo være dejlgit nemt.
Jeg har kig på noget tilsvarende i USA, men den vender jeg tilbage til.
9 pct pr. år er mere end man nok kan vente på aktiemarkedet på længere sigt i afkast, så det vil jo være dejlgit nemt.
Jeg har kig på noget tilsvarende i USA, men den vender jeg tilbage til.
Hej Butter, ja de har udbetalt udbytte de sidste mange år, den høje udbytteprocent skal ses i lyset af massive fald i aktien.
1/12 2009 00:08 Sibelius 022878 Udbytteprocenten skyldes ikke mindst at en stor del af T-mobile direkte og indirekte er statsejet og den ejer kan godt lide udbytte.
T-Mobile UK og Orange UK offentliggjorde en fusion (merger of equals) i september, men de fleste forventer at dette blot er et prelude til T-Mobiles exit fra det engelske marked, men at et direkte salg ville være for smertefuldt for T-Mobile (nedskrivning) og for Orange (gældsproblem).
T-Mobile har megaproblemer på det tyske marked og taber omsætning i jævnt og højt tempo (minus 5 % so far i år) - primært på grund af faldende omsætning på fastnetsiden.
Der kan sikkert godt ligge en upside i T-Mobile hvis de kan få vendt/stoppet den negative udvikling i Tyskland, men jeg vil advare mod køb nu i forventning om et fortsat højt udbytteniveau.
T-Mobile UK og Orange UK offentliggjorde en fusion (merger of equals) i september, men de fleste forventer at dette blot er et prelude til T-Mobiles exit fra det engelske marked, men at et direkte salg ville være for smertefuldt for T-Mobile (nedskrivning) og for Orange (gældsproblem).
T-Mobile har megaproblemer på det tyske marked og taber omsætning i jævnt og højt tempo (minus 5 % so far i år) - primært på grund af faldende omsætning på fastnetsiden.
Der kan sikkert godt ligge en upside i T-Mobile hvis de kan få vendt/stoppet den negative udvikling i Tyskland, men jeg vil advare mod køb nu i forventning om et fortsat højt udbytteniveau.
Hej Sibelius, Indlægget med anbefaling er 6 måneder gammelt. Du kan finde Q3 længere nede.
Deres frie cashflow før dividende er 5,1 milliarder Euro, så umiddelbart kan de godt poste flere udbytter afsted, men nogle gode pointer du har i indlægget. Har du hørt at de ville omlægge dividende politikken?
Deres frie cashflow før dividende er 5,1 milliarder Euro, så umiddelbart kan de godt poste flere udbytter afsted, men nogle gode pointer du har i indlægget. Har du hørt at de ville omlægge dividende politikken?
Deutsche Telekom net climbs 32%
Explore related topics
EU Deutsche Telekom AG Deutsche Telekom France Telecom
STORYQUOTESCOMMENTS SCREENER
AlertEmailPrintShare By Aude Lagorce & Steve Goldstein, MarketWatch
LONDON (MarketWatch) -- Deutsche Telekom AG, Europe's largest telecoms company, on Thursday reported a 32% profit rise, helped by the integration of Greek telecom OTE and currency swings.
Net income for the three months ended June 30 rose 32% to 524 million euros ($734 million), as revenue rose 7% to 16.2 billion euros.
Adjusted EBITDA rose 8% to 5.3 billion euros, and both operating profit and revenue were around consensus estimates.
In early trade, Deutsche Telekom rose 1%.
Deutsche Telekom (DT 12.76, -0.21, -1.62%) (DE:DTE 8.91, +0.06, +0.62%) , like many of its European rivals, has been hit by the economic downturn in the past few months as customers rein in spending on their mobile and fixed lines. The effect of the recession was felt most acutely in the first quarter, when the operator reported a surprise loss of 1.12 billion euros as it wrote down the value of its struggling U.K. operations, T-Mobile U.K.
But the company said on Thursday that operating costs fell and margins rose in the U.S., the U.K. and Poland after cost-cutting actions taken in April.
Ahead of the second-quarter results RBS analysts wrote in a note to clients that they were concerned about the performance of the U.S. and U.K. units, which were the main cause of the first-quarter profit warning.
"We remain concerned that these businesses find themselves in a strategic 'no man's land' as they continue to target a higher-spending data-savvy segment with only limited handset and network offerings," they said.
Operating profit for T-Mobile U.K. fell 13.5% in the second quarter, though in the first quarter its operating profit slumped 40.8%.
The U.K. business has been widely considered on the block since Chief Executive Rene Obermann in May stressed the need for consolidation in Europe and said that "nothing was unthinkable" regarding T-Mobile U.K.
Vodafone Group, France Telecom's (FR:FTE 17.21, +0.09, +0.53%) (FTE 25.09, -0.08, -0.32%) Orange and Spain's Telefonica (TEF 74.40, -0.90, -1.20%) (ES:TEF 17.47, +0.12, +0.69%) were all reported to be interested at some stage, but speculation has dwindled in recent weeks.
Vodafone even threw cold water on reports of its interest last week when Chairman John Bond told the company's annual general meeting there was no sales process in place.
In the U.S., shifts in the value of the euro against the dollar lifted operating profit by 12% and revenue by 16% -- though in dollar terms, operating profit fell 2% while revenue edged up 1%.
T-Mobile Deutschland's operating profit fell 4%. Recent results from rivals Vodafone Group (UK:VOD 124.05, -0.05, -0.04%) (VOD 21.23, -0.06, -0.28%) and KPN (NL:KPN 10.25, -0.10, -0.92%) have showed that Germany remains a particularly difficult market.
The company reiterated its goals for 2009, with earnings before interest, tax, depreciation and amortization, and adjusted for exceptional items, to come in 2% to 4% lower than the 19.5 billion euros it made in 2008.
Aude Lagorce is a senior correspondent for MarketWatch in London.
Steve Goldstein is MarketWatch's London bureau chief.
Explore related topics
EU Deutsche Telekom AG Deutsche Telekom France Telecom
STORYQUOTESCOMMENTS SCREENER
AlertEmailPrintShare By Aude Lagorce & Steve Goldstein, MarketWatch
LONDON (MarketWatch) -- Deutsche Telekom AG, Europe's largest telecoms company, on Thursday reported a 32% profit rise, helped by the integration of Greek telecom OTE and currency swings.
Net income for the three months ended June 30 rose 32% to 524 million euros ($734 million), as revenue rose 7% to 16.2 billion euros.
Adjusted EBITDA rose 8% to 5.3 billion euros, and both operating profit and revenue were around consensus estimates.
In early trade, Deutsche Telekom rose 1%.
Deutsche Telekom (DT 12.76, -0.21, -1.62%) (DE:DTE 8.91, +0.06, +0.62%) , like many of its European rivals, has been hit by the economic downturn in the past few months as customers rein in spending on their mobile and fixed lines. The effect of the recession was felt most acutely in the first quarter, when the operator reported a surprise loss of 1.12 billion euros as it wrote down the value of its struggling U.K. operations, T-Mobile U.K.
But the company said on Thursday that operating costs fell and margins rose in the U.S., the U.K. and Poland after cost-cutting actions taken in April.
Ahead of the second-quarter results RBS analysts wrote in a note to clients that they were concerned about the performance of the U.S. and U.K. units, which were the main cause of the first-quarter profit warning.
"We remain concerned that these businesses find themselves in a strategic 'no man's land' as they continue to target a higher-spending data-savvy segment with only limited handset and network offerings," they said.
Operating profit for T-Mobile U.K. fell 13.5% in the second quarter, though in the first quarter its operating profit slumped 40.8%.
The U.K. business has been widely considered on the block since Chief Executive Rene Obermann in May stressed the need for consolidation in Europe and said that "nothing was unthinkable" regarding T-Mobile U.K.
Vodafone Group, France Telecom's (FR:FTE 17.21, +0.09, +0.53%) (FTE 25.09, -0.08, -0.32%) Orange and Spain's Telefonica (TEF 74.40, -0.90, -1.20%) (ES:TEF 17.47, +0.12, +0.69%) were all reported to be interested at some stage, but speculation has dwindled in recent weeks.
Vodafone even threw cold water on reports of its interest last week when Chairman John Bond told the company's annual general meeting there was no sales process in place.
In the U.S., shifts in the value of the euro against the dollar lifted operating profit by 12% and revenue by 16% -- though in dollar terms, operating profit fell 2% while revenue edged up 1%.
T-Mobile Deutschland's operating profit fell 4%. Recent results from rivals Vodafone Group (UK:VOD 124.05, -0.05, -0.04%) (VOD 21.23, -0.06, -0.28%) and KPN (NL:KPN 10.25, -0.10, -0.92%) have showed that Germany remains a particularly difficult market.
The company reiterated its goals for 2009, with earnings before interest, tax, depreciation and amortization, and adjusted for exceptional items, to come in 2% to 4% lower than the 19.5 billion euros it made in 2008.
Aude Lagorce is a senior correspondent for MarketWatch in London.
Steve Goldstein is MarketWatch's London bureau chief.
2009 Third quarter report
Net revenue of the Group increased by 6.2 percent year-on-year in the first nine months of 2009 to EUR 48.4 billion.
Domestic net revenue was EUR 21.0 billion, EUR 0.6 billion lower than in the first nine months of 2008. International net revenue increased year-on-year
by EUR 3.5 billion to EUR 27.4 billion. The proportion of net revenue generated outside Germany increased from 52.6 percent to 56.7 percent.
Group EBITDA in the first nine months of 2009 rose to EUR 15.4 billion compared with EUR 14.4 billion in the prior-year period. Group EBITDA adjusted
for special factors1 increased from EUR 14.8 billion in the prior-year period to EUR 15.6 billion.
Net profit amounted to EUR 0.4 billion in the first nine months of 2009, compared with a net profit of EUR 2.2 billion in the first three quarters of 2008.
Net profit adjusted for special factors amounted to EUR 2.5 billion, slightly lower than in the first nine months of 2008.
Free cash flow before dividend payments was EUR 5.1 billion compared with EUR 5.8 billion in the first three quarters of 2008.
Net debt increased by EUR 4.2 billion compared with the end of 2008 to EUR 42.4 billion.
Deutsche Telekom posts good figures to continue the positive development of the prior quarter. The Group therefore confirms its guidance for the year as adjusted in April despite the recent negative development in exchange rates, particularly the marked weakness of the U.S. dollar against the euro over the course of the year. Cost-cutting measures and improvements in efficiency continue to bear fruit: Deutsche Telekom posted year-on-year increases in profitability in all operating segments between July and September.
Net revenue of the Group increased by 6.2 percent year-on-year in the first nine months of 2009 to EUR 48.4 billion.
Domestic net revenue was EUR 21.0 billion, EUR 0.6 billion lower than in the first nine months of 2008. International net revenue increased year-on-year
by EUR 3.5 billion to EUR 27.4 billion. The proportion of net revenue generated outside Germany increased from 52.6 percent to 56.7 percent.
Group EBITDA in the first nine months of 2009 rose to EUR 15.4 billion compared with EUR 14.4 billion in the prior-year period. Group EBITDA adjusted
for special factors1 increased from EUR 14.8 billion in the prior-year period to EUR 15.6 billion.
Net profit amounted to EUR 0.4 billion in the first nine months of 2009, compared with a net profit of EUR 2.2 billion in the first three quarters of 2008.
Net profit adjusted for special factors amounted to EUR 2.5 billion, slightly lower than in the first nine months of 2008.
Free cash flow before dividend payments was EUR 5.1 billion compared with EUR 5.8 billion in the first three quarters of 2008.
Net debt increased by EUR 4.2 billion compared with the end of 2008 to EUR 42.4 billion.
Deutsche Telekom posts good figures to continue the positive development of the prior quarter. The Group therefore confirms its guidance for the year as adjusted in April despite the recent negative development in exchange rates, particularly the marked weakness of the U.S. dollar against the euro over the course of the year. Cost-cutting measures and improvements in efficiency continue to bear fruit: Deutsche Telekom posted year-on-year increases in profitability in all operating segments between July and September.
30/11 2009 23:57 122876 Når vi nu - med god ret - dvæler meget ved mine Genmabaktier, vil jeg da ikke undlade at bemærke at den er steget 35% siden anbefaling, plus altså en dividende på 10%. Nu 7%. Hvem sagde at dividende aktier var kedelige...eller uprofitable.....ikke Aka.
1/12 2009 18:51 Sibelius 022924 Nej, som nævnt tidligere kan der sagtens være yderligere up-side i Deutsche Telecom. Men bemærk at de har stor gæld og - hvis transaktionen går igennem med Orane i UK - skal betale 6-700 mio Euro for at afdække halvdelen af den gæld der ligger i T-Mobile UK og vist yderligere stille et lån til den fusionerede enhed på et tilsvarende beløb (hvis jeg ellers husker rigtigt).
Men jo, også fremadrettet sikkert udbytte med en yield omkring 5-6% og det er jo fint hvis man godt kan lide udbytte.
Men jo, også fremadrettet sikkert udbytte med en yield omkring 5-6% og det er jo fint hvis man godt kan lide udbytte.
