Telecom Argentina 2Q26: Stronger Credit, Upside Gets Selective
Telecom Argentina’s credit fundamentals are strengthening, but tighter valuations and uncertainty around mandatory TMA divestitures leave broad...
99 Views
Primer: Telecom Argentina (TEO US) - Aug 2026
Telecom Argentina stands as a dominant integrated telecommunications player in Argentina, benefiting from its extensive network and converged...
96 Views
Telecom Argentina: TMA Remedies Hit Business, Credit Holds
Telecom’s TMA approval removes rejection risk, but heavy remedies cut synergy upside; Neutral, with the 2036s preferred as a carry hold.
99 Views
Telecom Argentina 1Q26: Credit Improves, Upside Narrows
Telecom’s credit improved on EBITDA, leverage and refinancing, but tighter front-end spreads shift the call to Neutral, with 2036s still preferred.
123 Views
Telecom Argentina 4Q25: Results Support Credit Despite Integration Pressures
Telecom Argentina’s bold refinancing clears a major liquidity hurdle, but as integration costs weigh on margins, investors must pivot to the 2036s...
169 Views