Ruble developing ground to restructure third world economiesOn the presented chart we have prepared, you can see correlations of Ruble currency with Telecoms, Steel producing, Concrete producing, Land transport and Medicine. As you can see Ruble is building a solid ground to become a back end for the developing world destroyed by conflicts and fist fights. ATR is going down and from the june it shows backward correlation with Ruble. This is good because this means Ruble can rise without volatility. Telecommunications prices are falling after this event. Steel producing showing strange pattern and can be a risk for the Ruble. Concrete producing and transportation developing a good foundation. Transportation industry is still and strong. And medicine industry showing weakness but we see rise in pharmaceuticals profits so we hope this will drag whole venture up.
Telecoms
Sector early indicator? Telecommunications - not much at all.The Telecommunications sector - here represented by AT&T (T, in teal) and Verizon (VZ, in pink), - does not often clearly act as an early indicator against the broader market (here represented by the DJIA in gray, and the NASDAQ in black)... falling from peaks in Jul 1999, then a prolonged period around two years of weak underperforming prices from 2013-2015, and then another prolonged period of around ten months of weak underperforming prices in 2017, and a period of around two months of weak underperforming prices from Nov 2019.
Malaise for > quarter: Telecoms, Fast food, and Consumer staplesThese important sectors have not been booming for over a quarter (no Robinhooders around these sectors, and not worth a Reddit meme) -
- Telecommunications: T, VZ, TMUS
- Quick service fast food restaurants: MCD, YUM, WEN
- Consumer Staples (ETF is XLP): household products PG, CL, CLX: food MDLZ, GIS
Bullish w. NASDAQ? Dec down - Telecoms & Media; Rail frm mid NovFeeling market bullishness in Dec 2020 from the NASDAQ (IXIC index)?
December has been a bad month for the telecommunications stocks: T-Mobile TMUS, Verizon VZ and AT&T T - bad too for Media companies, Comcast CMCSA, Charter Communications CHTR, ViacomCBS VIAC, Fox FOXA.
And the big Railroad companies have been trending down since mid November: Norfolk Southern NSC, Union Pacific UNP, CSX Transportation CSX.
VOD : close to breakoutVodafone has kept if dividend unch giving it (for now) a high single digit div yield which is pretty decent in a zero rate world. The range 125-135p is critical for a breakout. Don't expect stellar returns given utility status and African exposure but a possible re-rating of the stock given post covid-19 realities is possible - one to watch.
BT Group - Filled the gapBuy BT Group (BT.A.L)
BT Group plc is a communications services company. The Company is engaged in selling fixed-voice services, broadband, mobile and television products and services, as well as various communications services ranging from phone and broadband to managed networked information technology (IT) solutions and cyber security protection.
Market Cap: £18.96Billion
BT has broken out of a channel pattern on the daily chart. The shares recieved a boost following the Conservative win in the General Election and the shares gapped higher. We have now seen that gap get filled, which should attract fresh buying interest.
Stop: 181.6p
Target 1: 212p
Target 2: 230p
Target 3: 265p
BT - Dialling upBuy BT Group (BT.A.L)
BT Group plc is a communications services company. The Company is engaged in selling fixed-voice services, broadband, mobile and television products and services, as well as various communications services ranging from phone and broadband to managed networked information technology (IT) solutions and cyber security protection.
Market Cap: £18.96Billion
BT has broken out of a channel pattern on the daily chart. The breakout move has retraced 50% of the impulsive move higher and retested the broken channel. The shares appear to be stabilising around 185p, while the Conservatives remain in the lead in the opinion polls then the shares could continue higher in relief of avoiding the threat of part nationalisation from a Labour Government.
Stop: 181.6p
Target 1: 212p
Target 2: 230p
Target 3: 265p
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Vodafone - Rising at 5G speed.Buy Vodafone (VOD.L)
Vodafone Group Plc is a telecommunications company. The Company's business is organized into two geographic regions: Europe, and Africa, Middle East and Asia Pacific (AMAP). Its segments include Europe and AMAP. Its Europe segment includes geographic regions, such as Germany, Italy, the United Kingdom, Spain and Other Europe. The Other Europe includes the Netherlands, Portugal, Greece, Hungary and Romania, among others. Its AMAP segment includes India, South Africa, Tanzania, Mozambique, Lesotho, Africa, Turkey, Australia, Egypt, Ghana, Kenya, and among others. The Company provides a range of services, including voice, messaging and data across mobile and fixed networks.
Market Cap: £43.13Billion
Vodafone has had a terrible couple of years as the share price has plummeted from 240p to lows of 122p. There are some encouraging signs appearing, which began with the break of the bearish channel and the formation of a rounded bottom on the daily chart. The break of resistance at 147.86p confirmed the bottom pattern and suggests further upside will be seen over the medium term. The first target is the measured move of the bottom pattern at 174p, beyond that we see the price reaching closer to 200p. In the very short term, the shares are trading in a neat channel, buying interest looks set to continue.
Stop: 151.95p
Target 1: 174p
Target 2: 190p
Target 3: 193p
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CHT CHA CHB CHL Chinese Telecomm Stocks to rock 5G Telecomm stocks from China worth look. Noted areas peaking away from baseline as technology advances from 1G to 2G, PDA, 3G, 4G, 4G LITE, 4G LTEm, and next year 5G.
Telecomm sector is notably a sector to take off only as sales occur or action happens. More buyers of new phones paying for streaming video's from Baidu and whoever else
is the Chinese Netflix.
Note: I wish I could tag Long and Neutral. These are all trends to get in based on RSI and stay in for for first 6-12m, or long. Posting here Short as I can't tag Neutral
and Long (trading view).
Trend Analysis, Market timing, 5G China Telecomm as it is sold mid- to Q3 2019 and used. An ETF for this could be a better approach. This is large cap watch and early post to follow.
This will also be phone upgrades for those following such....AAPL, SSNLF, etc. Other is change from lithium electrolyte battery to solid state batteries, which technology has shown to
not be flammable. #TESLA
Viewers: Come to own understanding and take own advice.
A Telecom Monopoly in RussiaMBT 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
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
Long CTL. www.tradingview.com
As the chart explains.
As yields fall, certain sectors do better. Example, telecommunications.
Targets in green lines.
VZ looks ready for another down leg Telecoms caught some weakness after earnings release. $51.50 was important resistance above which buyers failed to hold eventhough company released numbers higher than expectations.
Now, we have tight consolidation near lows with resistance at $49.15. Break below consolidation support $48.50 will trigger Short entry and will open doors to $46 major support.
If market will enter into correction mode (complicated geopolitical situation combined with potential rate hike) that will add arguments to this idea. Risk/Reward 1:4 make this idea attractive with high-winning rate.
Sprint bounce off from major supportSprint is expected to report a smaller loss than in the first quarter as a massive network overhaul comes close to an end. Investors will look for any update on the company's planned $32 billion bid for T-Mobile, expected to be announced in the next few months. The bid has met with skepticism from regulators, who worry it could reduce competition in the near-saturated wireless market.
It has earnings today before market open. Map out levels to take decisions and react. I will be a buyer close to big support level at $7.50 which acted like resistance earlier. Yesterday, we had day #1 with pivot high at $8.08, above that expect to see more buying with potential first target at $8.60ish, next resistance at $9.50-.75 area.