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  • Foto van schrijverArjan Bartlema

ʀᴏʏᴀʟ ᴋᴘɴ - ʙʀɪɢʜᴛ ꜱᴛᴀʀ ᴀꜱ ᴡɪɴᴛᴇʀ ɪꜱ ᴄᴏᴍɪɴɢ 🌟

The Dutch telecom company has been one of the most recent Outperforms in our Quant model.

Cutting costs had been a proven way to stay relevant in this heavily regulated and competitive market. Recently the company has been showing a healthy growth. Part has to do with the successful roll out of fiber where the company has made solid steps. 📈

In this high inflation environment it it very unlikely that customers are going to cut back on data and mobile plans. So aside from all the operational improvements and a fortress balance sheet the company is likely to slice through the inflation head wind, where other companies and industries will struggle.

Good to have a company like this in portfolio as the economic Winter is coming.

For more information see

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