The Sector Telecom: Opportunity of Investment in 2024

The sector of the telecommunications is experiencing a moment particularly interesting from the perspective of investment. After months of consolidation and adjust in the assessments, the companies of the sector present now technical indicators that suggest a potential of considerable revaluation in the short term.

Technical analysis of the Sector Telecommunications

The experts in technical analysis have identified patterns of sobrecompra in several values of the sector, what traditionally indicates a possible correction or consolidation. However, in the current context of the market, these levels are being interpreted like a signal of underlying fortress that could promote new maxima.

The metric technicians more notable include the RSI (Index of Relative Force), that in a lot of cases finds in high but stable levels, and the mobile averages, that show upward trends sustained. These indicators, combined with volumes of increasing negotiation, paint an optimistic panorama for the sector.

Fundamental factors that Back the Optimism

Further of the technical analysis, exist solid foundations that justify the positive expectations to the companies of telecommunications:

• increasing Demand of connectivity: The digital transformation continues promoting the need of infrastructures of communication more robust.
• Investments in 5G: The deployment of nets of fifth generation represents an opportunity of significant growth.
• Stability of income: The models of business based in subscriptions provide flows of predictable box.
• Consolidation of the sector: The fusions and acquisitions are creating companies more efficient and competitive.

Perspectives of Growth in the short term

The analysts suggest that the sector could experience a growth of the 10% until achieving the annual maxima. This projection bases in several catalysts that could materialise in the next months.

Among these catalysts stand out the improvement in the operative margins, the increase in the adoption of services of aggregated value, and the optimisation of costs derived of the investments in automation and digitalisation of internal processes.

Risks and Considerations

As in any investment, is important to consider the risks associated to the sector of telecommunications. The tall competition in some markets can presionar the margins, whereas the significant investments in infrastructure require of an accurate management of the capital.

Incidentally, the changes regulatorios and the evolution of the preferences of the consumers to new technologies can impact the profitability of some segments of traditional business.

Strategies of Investment Recommended

For the investors interested in capitalising this opportunity, the experts recommend to adopt an approach diversified inside the sector. This includes to consider so many companies established with attractive dividends like companies in growth that are leading the technological innovation.

The geographic diversification also is notable, since different markets present distinct levels of maturity and opportunities of growth. The emergent markets, for example, offer potential of expansion in basic infrastructure, whereas the markets developed focus more in services advanced and technologies of next generation.

Conclusions and Perspectives

The sector of telecommunications finds in a turning point that combines technical fortress with solid foundations. The current conditions of the market, together with the tendencies of long term to a main digital connectivity, create a favourable stage for the investors.

However, is crucial to maintain a perspective balanced and consider so much the opportunities like the inherent risks to the sector. A strategy of investment very based, that combine technical and fundamental analysis, will be key to take advantage of the potential of revaluation identified by the experts.