Telefonica: I'm Surprised At The 2026-2030 Plan

2026-01-29 09:45:54 ET

Telefonica (TEF) remains a relatively undercovered telecommunications stock on SA. A good reflection of this is that the last few articles on the company, with the latest one found here , are predominantly my own. This is interesting from several points of view and perspectives. First of all, because the company is so significant in size, scope and exposure. Secondly, because my coverage on the company has been mostly "correct" for the past year or so. By correct, I mean that I accurately rated both "BUY" and "HOLD" when it was time to exit. I also exited at the correct time, with my latest exit of the final remnants of the position being in August of last year. This was prior both to a significant FX underperformance, but more importantly, a significant share price underperformance as well....

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