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  Top Ex-US Case Study: Telekom Austria Is Cheap with Big Optionality on Eastern European Assets

  TKA:AVVODPTAMXDTEGYORAN

  We continue to believe that, given Telekom Austria's comparative stability of the company's fixed-line offerings, the prospect for wireless pricing rationalization in Austria is not reflected in today's valuation and could provide significant upside as shares move to trade at a multiple comparabl...

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  See the Forest for the Trees: Buy France Telecom

  Published: June 06, 2013

  FTETEFVODVZNT

  Trading for 7 times their expected EPS, FTE is a very cheap asset with immense value. Today, we would be buying from pessimists. In the future, when there is a general consensus on the merits of this investment in the market, it will have risen very significantly already.

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