TIM(TIMB)

Search documents
What Makes TIM S.A. Sponsored ADR (TIMB) a Strong Momentum Stock: Buy Now?
ZACKS· 2025-06-13 17:01
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...
TIM S.A. Sponsored ADR (TIMB) Could Be a Great Choice
ZACKS· 2025-06-11 16:51
Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividen ...
TIMB vs. TLSNY: Which Stock Is the Better Value Option?
ZACKS· 2025-06-11 16:46
Investors interested in stocks from the Wireless Non-US sector have probably already heard of TIM S.A. Sponsored ADR (TIMB) and TeliaSonera AB (TLSNY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank empha ...
TIM (TIMB) Upgraded to Buy: What Does It Mean for the Stock?
ZACKS· 2025-05-26 17:05
Core Viewpoint - TIM S.A. Sponsored ADR (TIMB) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][4]. Earnings Estimates and Ratings - The Zacks rating system is primarily driven by changes in a company's earnings picture, with the Zacks Consensus Estimate tracking EPS estimates from sell-side analysts [2]. - The recent upgrade for TIM reflects an improved earnings outlook, which is expected to create buying pressure and increase the stock price [4][6]. - TIM is projected to earn $1.34 per share for the fiscal year ending December 2025, representing a year-over-year increase of 10.7% [9]. Impact of Institutional Investors - Changes in future earnings potential, as indicated by earnings estimate revisions, are strongly correlated with near-term stock price movements, largely due to institutional investors adjusting their valuations based on these estimates [5]. - Rising earnings estimates for TIM suggest an improvement in the company's underlying business, which should lead to higher stock prices as investors respond positively [6]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [8]. - The upgrade of TIM to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [11].
TIMB vs. TLSNY: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-05-26 16:46
Investors interested in stocks from the Wireless Non-US sector have probably already heard of TIM S.A. Sponsored ADR (TIMB) and TeliaSonera AB (TLSNY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank puts an em ...
TIM S.A. (TIMB) Q1 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-05-06 17:08
Group 1 - The company reported a solid start to 2025 despite a volatile external environment, successfully implementing its strategy and delivering consistent numbers [5] - Mobile revenues increased by 6.2% year-over-year, driven by strong post-pay growth [5] - EBITDA grew by 6.7% year-over-year, with margin expansion reflecting efficient operational execution [5] - Operational leakage flow saw a double-digit expansion, reaching R1 billion [5] - The company announced R690 million as interest on capital for the quarter, indicating positive financial health [5]
TIM(TIMB) - 2025 Q1 - Quarterly Report
2025-05-06 10:03
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 Date of Report: May 5, 2025 Commission File Number: 001-39570 TIM S.A. (Exact name of Registrant as specified in its Charter) João Cabral de Melo Neto Avenue, 850 – North Tower – 12 floor 22775-057 Rio de Janeiro, RJ, Brazil (Address of principal executive office) Indicate by check mark whether the registrant files or wi ...
TIM(TIMB) - 2024 Q4 - Annual Report
2025-04-01 14:14
Board Composition and Governance - The Board of Directors elected Mr. Nicandro Durante as the Chairman, with a term until the Ordinary General Meeting in 2027[9]. - The Board confirmed the composition of the Statutory Audit Committee, including independent members, with a term until the Ordinary General Meeting in 2027[12]. - The newly elected Directors will serve until the first meeting of the Board after the Ordinary General Meeting in 2027[20]. - The Board confirmed the appointment of the Secretary of the Board, Ms. Fabiane Reschke, until the first meeting after the Ordinary General Meeting in 2027[10]. - The Board established a new Environmental, Social & Governance Committee, with members serving until the Ordinary General Meeting in 2027[15]. - The Board established a Remuneration Committee with members serving until the Ordinary General Meeting in 2027[16]. Authority and Financial Operations - The Board ratified the authority limits for Directors, allowing the CEO to execute transactions up to R$50 million per operation[23]. - The Financial Director has the authority to engage in financial operations up to R$50 million per operation[23]. - The authority limits for other Directors are set at R$10 million per operation[23]. Legal and Compliance - The Board members declared no legal impediments to exercising commercial activities as per the applicable laws[21]. - The company confirmed that all statutory directors and/or attorneys can perform any acts and sign any documents on behalf of the company, provided they have been previously approved by the competent corporate bodies[27]. - Joint representation must be observed in cases of contracts for the sale of goods and services that generate revenue for the company[26]. Meeting Procedures - The meeting was concluded after the necessary time for drafting the summary of the minutes, which was read, found to be in accordance, approved, and signed by all participating council members[28].
TIM(TIMB) - 2024 Q4 - Annual Report
2025-03-31 21:56
Financial Position and Risks - As of December 31, 2024, 0.4% of the company's current indebtedness is denominated in foreign currency (U.S.$), with 34% linked to inflation (IPCA) and 65% linked to CDI[192]. - The company is exposed to foreign exchange risk due to substantial dollar-denominated expenditures for imported components, equipment, and handsets[192]. - Any increase in the interbank deposit certificate (CDI) rate may adversely impact the company's financial expenses and results of operations[192]. - The company has a significant foreign currency-denominated debt obligation, which could impact liquidity if payments are not made[215]. - The company faces uncertainties regarding the impact of U.S. monetary policy adjustments on international financial markets, contributing to increased volatility in the Brazilian market[198]. - The recent economic instability in Brazil has contributed to a decline in market confidence, although the end of the health crisis and some important reforms may improve the economic environment in 2024[193]. - The Central Bank of Brazil raised interest rates in response to increasing inflation expectations, despite a decrease in the unemployment rate and an increase in economic activity[193]. - Developments in other countries may adversely affect the Brazilian economy and the market price of Brazilian issuers' securities, including the company[197]. - The ongoing geopolitical tensions, including the war between Russia and Ukraine, have led to market disruptions that could negatively impact the company's operations[199]. Strategic Partnerships and Acquisitions - The acquisition of Oi Group's mobile business was completed for a total price of R$6.68 billion, which has been paid in full[231]. - The company has been involved in arbitration regarding post-closing price adjustments related to the acquisition of Oi Group's mobile assets, which has now been resolved[230]. - The partnership with C6 Bank allowed the company to acquire an indirect equity interest of approximately 6.06% by the end of 2024[234]. - The company entered into a sharing agreement with Vivo to enhance network cost efficiency and synergies since 2020[239]. - The partnership with Stellantis aims to provide connectivity solutions in vehicles, with over 200,000 Jeep and Fiat vehicles already integrated[241]. - The company secured a controlling equity interest in FiberCo, now known as I-Systems, with IHS Fiber holding 51% of the share capital[246]. - The company completed the merger of Cozani, optimizing operating costs and improving service quality through asset integration[298]. - The company is focusing on converting capital expenditures into operational expenditures through partnerships with I-Systems and Vtal[390]. Network and Technology Development - As of December 31, 2024, the company achieved 100% 5G SA neighborhood coverage in nine major cities, including Brasília and São Paulo, and expanded its 4G network to cover all 5,570 Brazilian cities[266]. - The company has deployed its 5G SA network core in over 200 cities by the end of 2023, enhancing its mobile telephony market presence[266]. - By the end of 2024, the company expanded its 5G coverage to 607 cities, recognized for achieving the first 5G Consistent Quality award by Open Signal[269]. - The 5G auction in November 2021 resulted in the acquisition of 11 lots for a total value of R$1.05 billion, enabling the company to meet growth demands in mobile telephony[264]. - The company contributed approximately R$84.7 million to the 5G Investment Fund to support the development of 5G technology solutions[293]. - The company launched TIM Ads, reaching over 33 million active users and adopted by more than 280 companies across 31 industries[260]. - The company has developed a Proof of Concept using 5G connectivity in Stellantis' factory to explore new applications and technologies[240]. - TIM began offering private networks with Multi-Access Edge Computing (MEC) capabilities, with commercial deployments starting in 2023 in the agri-food and port logistics sectors[336]. - In 2023, TIM launched the first standalone 5G pilot for the automotive industry in Brazil, utilizing AI and cloud computing[335]. - The Open Innovation Program has established 5G Living Labs across Brazil, focusing on sectors such as telemedicine and smart agriculture, to foster the development and commercialization of innovative products[331]. Market Performance and Customer Growth - The Brazilian mobile subscriber base increased by 2.8% year-on-year, reaching 263.4 million by December 31, 2024, with postpaid users growing by 8.3% to 161.2 million[302][303]. - The prepaid customer segment declined to 38.8% of the total subscriber base, down from 41.9% in 2023, reflecting a shift towards postpaid plans[303]. - The company achieved service revenue growth above inflation, with EBITDA expansion and improved operating cash flow margins in 2024[281]. - Revenues from strategic partnerships and mobile advertising reached R$219 million in 2024, up from R$162 million in 2023[391]. - Average Revenue Per User (ARPU) increased by 3.2% compared to 2023[389]. - TIM UltraFibra ended 2024 with 790,000 connections, reflecting a 4.7% year-over-year increase in FTTH base[390]. - The total homes passed (HPs) with fiber grew by 42% year-over-year, operating in 212 cities[389]. - The company aims to increase mobile Internet penetration and data traffic, addressing the demand for affordable broadband in Brazil, particularly in underserved areas[382]. - The company is enhancing customer loyalty by offering exclusive products and value-added services, leveraging partnerships with established OTT players[383]. - The company is focused on providing affordable Internet access, particularly through entry-level 5G smartphone models, to stimulate data usage and digital inclusion[385]. Corporate Governance and Social Responsibility - The company’s controlling shareholder, Telecom Italia, has significant influence over its business decisions, which may conflict with the interests of other shareholders[202]. - Cash dividends and other distributions are payable only in Brazilian reais, exposing the company to exchange rate fluctuations that affect U.S. dollar amounts received by ADS holders[206]. - The company has improved its vendor management system, resulting in better accountability and cost savings through enhanced contractual conditions[326]. - The company evaluated 298 suppliers in 2024 for socio-environmental compliance, with those failing the assessment not authorized to continue in the contracting process[365]. - TIM's GHG emissions inventory is prepared annually in accordance with the GHG Protocol, with a CDP Climate Change Score improvement from B to A in 2023[357]. - TIM has been recognized as one of the 20 most innovative companies in Brazil in 2024, highlighting its commitment to open innovation and best practices[341]. - The company maintained its leadership in the FTSE Diversity & Inclusion Index for the fourth consecutive year in 2024, emphasizing its commitment to diversity[356]. - The company aims to achieve carbon neutrality by 2030 and net-zero carbon by 2040, with a commitment to 100% renewable energy consumption and a 110% increase in energy efficiency in data traffic by 2025[363]. - The company participated in the largest hackathon in Latin America, focusing on sustainable development goals, showcasing its commitment to innovation and community engagement[335]. Future Outlook and Strategic Planning - The updated strategic plan for 2024-2026 focuses on consolidating the TIM brand and achieving growth through revenue growth, cash cost efficiency, and disciplined capital allocation[370]. - The capital expenditures for the strategic plan 2025-2027 will focus on developing disruptive business models and utilizing new technologies like 5G and Massive-MIMO[273]. - The company projected sustainable growth in service revenues and EBITDA expansion with margin improvement for the 2025-2027 period[286]. - The company is expanding its IoT connectivity and solutions, targeting high-growth opportunities in sectors such as agribusiness, logistics, utilities, and industry[373]. - The company is optimizing its broadband market strategy by transitioning to an asset-light model and enhancing customer experience through digital channels[374]. - The digital transformation initiatives have shown effectiveness, with a focus on enhancing customer experience through digital service portals[322].
Why TIM S.A. Sponsored ADR (TIMB) is a Great Dividend Stock Right Now
ZACKS· 2025-03-24 16:45
Company Overview - TIM S.A. Sponsored ADR is based in Rio de Janeiro and operates in the Computer and Technology sector, with a year-to-date share price change of 28.4% [3] - The company currently pays a dividend of $0.24 per share, resulting in a dividend yield of 4.05%, which is significantly higher than the Wireless Non-US industry's yield of 2.32% and the S&P 500's yield of 1.6% [3] Dividend Performance - The current annualized dividend of TIM S.A. is $0.61, reflecting a 9.7% increase from the previous year [4] - Over the last five years, the company has increased its dividend two times year-over-year, achieving an average annual increase of 17.18% [4] - The current payout ratio stands at 60%, indicating that the company distributes 60% of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - TIM S.A. is projected to experience earnings growth in the current fiscal year, with the Zacks Consensus Estimate for 2025 at $1.37 per share, representing a year-over-year growth rate of 13.22% [5] Investment Appeal - Dividends are favored by investors as they enhance stock investing profits, reduce overall portfolio risk, and offer tax advantages [6] - TIMB is characterized as an attractive dividend play and a compelling investment opportunity, currently holding a Zacks Rank of 2 (Buy) [7]