Russian wireless service provider Vimpel Communications
What analysts say:
- Buy, sell, or waffle? Wall Street has 24 analysts giving opinions on VimpelCom. Twelve give the stock a buy, while eight say hold, and four say sell. In our Motley Fool CAPS investor database, 987 of our 86,000 users have rated the stock, giving it a five-star rating overall.
- Revenue: The average revenue estimate for the company is $2 billion this quarter.
- Earnings: Earnings, on average, are expected to fall around $0.40 per share.
What management says:
Changes are afoot at VimpelCom, with the company recently closing the purchase of fixed-line communication services provider Golden Telecom. Much like U.S. peers such as AT&T
CEO Alexander Izosimov noted that the purchase "truly transforms VimpelCom into a leading integrated telecom operator in Russia and the CIS with established positions in rapidly growing broadband, data and mobile markets." The combination should also go a long way toward fending off fierce competition from main Russian rival Mobile TeleSystems
What management does:
VimpelCom has seen erratic churn in many of its markets -- including Russia, which dominates its subscriber base -- as it adjusts policies for deactivating inactive accounts. In the future, the company will focus all metrics on its active subscriber base, which should give a clearer picture of operational performance.
|
06/06 |
09/06 |
12/06 |
3/07 |
6/07 |
9/07 |
|
|---|---|---|---|---|---|---|
|
Registered subscriber base (millions) |
50.8 |
52.4 |
55.1 |
56.8 |
59.0 |
61.0 |
|
Average revenue per user (ARPU)* |
$7.40 |
$8.60 |
$8.90 |
$8.90 |
$9.90 |
$11.00 |
*ARPU calculated from registered subscriber base in Russian market only.
One Fool says:
While investors have seen just how bad a merger can be with Sprint Nextel
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