Recent Sector News
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Goldman Sachs bullish on UK's major telecoms stocks
Goldman Sachs today delivered a bullish assessment of prospects for the UK’s major landline-based telecoms services groups. It put “buy” recommendations on each of BT, BSkyB, Virgin Media and Talk Talk.
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BATM Advanced Communications' telecoms division to refocus as group's revenues grow
BATM Advanced Communications' telecoms division's focus on internet services will be the basis for future growth, the company told Proactive Investors. Following a review of the division, the company now plans to focus on fibre internet infrastructure.
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Inmarsat share sell off “overdone”, says Liberum Capital
The broker rushes to the defence of Inmarsat after the satellite operator shares fall by more than a fifth despite producing forecast-busting results
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Vodafone’s £2.8 billion windfall adds to debate in City as to value of firm
Deutsche Bank has a positive view of the shares, raising its target price to 225 pence while Société Générale is stubborn in its view that the shares remain a ‘sell’, citing question marks regarding Vodafone management’s decision to declare an extraordinary dividend rather than add the cash to its ordinary dividend. Meanwhile, Espirito Santo believes there are “more dividends still to come, and bigger”
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Vodafone IMS gets mixed response from analysts
Vodafone's interim management statement on Friday revealed that group revenue for the quarter ended 30 June increased by 3.5 percent. However, J. P. Morgan, Goldman Sachs and Royal Bank of Scotland have differing views of where the shares are headed.
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Mobile Streams rocks to the music as it signs the major labels to Appitalism site
Mobile Streams this morning revealed its Appitalism.com applications service has hit a significant milestone. It now has more than 10 million music downloads suitable for phones and home computers. The company has signed up the major independents as well as four main music labels - EMI, Sony Music, Universal Music Group and Warner Music Group.
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Mobile Streams boss outlines his ambitious plan to grab a large slice of the apps cake
We talk apps with Simon Buckingham, the chief executive of Mobile Streams, who has launched an online store that provides content for just about every type of hand-held device and tablet computer on the market.
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Vodafone has strong fundamentals and an enticing technical outlook
Vodafone has lagged its peers, but with improved visibility, strong fundamentals and an enticing technical outlook it could be a good time to accumulate shares.
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Clear Signal at BT Group
BT released a mixed set of full year results on Thursday, with a net loss for the fourth quarter ending March 31st 2009 of £977 million, compared with a net profit of £42.6 million a year earlier. -

Spirent Communications: testing company turning around
Perhaps more importantly, Spirent’s restructuring has led to gains in market share. But how the economic downturn is expected to affect the group appears to be something of a mixed bag. -

Vodafone - high quality defensive exposure
The dividend yield is strong, and set to get stronger as management batten down the hatches on future acquisitions having established key positions in high growth markets.
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Hang up on Vodafone
The raw fundamentals of Vodafone are extremely attractive, however, in a market that is being driven by a trade off between fear and greed, the fundamentals are almost temporarily irrelevant. -
Redstone Communications: Five in one
On completion of the fourth acquisition, Redstone had positioned itself as a serious player in the IT services and Telecommunications markets. Four acquisitions in one year is a lot for any company, and Redstone now has to integrate these businesses to ensure that its five divisions, which position it as the UK?s only integrated IT and Communications provider, can offer this entire suite of services credibly. -
Mobile Streams: Fallout from Monstermob hits hard
What is interesting is that despite being in the same ?space?, Mobile Streams and Monstermob overlap very little ? especially when it comes to where they are developing a market. Unlike most companies in this sector that are looking east for growth, Mobile Streams is looking west.
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