Core Viewpoint - The analysis on TIM S.A. (NYSE: TIMB) is being revisited ahead of its Q2 2025 earnings release scheduled for July 30th, with a previous buy rating based on strong fundamentals and cash flow considerations [1]. Group 1: Company Overview - TIM S.A. is positioned in the telecom sector and is being analyzed for its financial performance and investment potential [1]. - The company is led by Michael (Mike) Dion, who has extensive finance experience across various industries, indicating a strong leadership background [1]. Group 2: Investment Strategy - The investment approach focuses on identifying value opportunities where market reactions to news may be disproportionate, emphasizing the importance of cash flow for both companies and investors [1]. - The preference for investments backed by strong fundamentals and dividends highlights a strategy aimed at long-term value creation [1].

Core Viewpoint - TIM S.A. Sponsored ADR (TIMB) has recently experienced a bearish trend, losing 6.4% over the past week, but the formation of a hammer chart pattern suggests a potential trend reversal as buying interest may be increasing [1] Group 1: Technical Analysis - The hammer chart pattern indicates a potential bottom in the stock price, suggesting that selling pressure may be exhausting [2] - A hammer pattern forms when there is a small candle body with a long lower wick, indicating that despite a downtrend, buying interest emerges after reaching a new low [4] - The occurrence of a hammer pattern at the bottom of a downtrend signals that bears may have lost control, indicating a possible trend reversal [5] Group 2: Fundamental Analysis - Recent upward revisions in earnings estimates for TIMB serve as a bullish indicator, correlating strongly with near-term stock price movements [7] - Over the last 30 days, the consensus EPS estimate for the current year has increased by 0.2%, indicating that analysts expect better earnings than previously predicted [8] - TIMB holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which typically outperform the market [9][10]

Market Overview - The "Italy Telecom Operators Country Intelligence Report" provides an executive-level overview of the telecommunications market in Italy, including detailed forecasts of key indicators up to 2029 [2][4] - Total telecom and pay-TV service revenue in Italy is projected to decline at a CAGR of 0.5% from 2024 to 2029, primarily due to decreases in mobile voice & messaging, fixed voice, and pay-TV segments [3][8] - Mobile data service revenue is expected to grow at a five-year CAGR of 2.2%, driven by increasing mobile data consumption from online gaming and video streaming, higher demand for 5G smartphones, and a steady rise in mobile data ARPU [3][8] Regulatory Environment - The report reviews the regulatory environment and trends, including developments related to spectrum licensing, DTT migration, and IoT regulations, with a focus on the next 18-24 months [8] Telecom Services Market Outlook - Fixed broadband service revenue is forecasted to grow at a CAGR of 2.1% during the forecast period, supported by gains in fiber subscriptions and government efforts to expand broadband connectivity [3][8] - The report includes historical figures and forecasts of service revenue from fixed telephony, broadband, mobile voice, mobile data, and pay-TV markets [8] Competitive Landscape - The report examines the positioning of leading players in the telecom and pay-TV services market, including subscription market shares across segments [8] - Company snapshots provide analysis of the financial position of leading service providers in the telecommunications and pay-TV markets, including TIM Italy (Telecom Italia), Vodafone Italy, WindTre, and Iliad Italy [10] Key Topics Covered - The report covers demographic and macroeconomic context in Italy, the competitive landscape, and underlying assumptions behind published forecasts [8]

Core Viewpoint - Nickelodeon is launching a new animated preschool series, "Tim Rex in Space," in collaboration with Channel 5's Milkshake!, marking its first global co-production [1][4]. Group 1: Series Overview - "Tim Rex in Space" follows a T-Rex named Tim and his family as they embark on adventures in a unique world made up of asteroids [2]. - The series will premiere on August 4, 2025, airing for three consecutive weeks on Nickelodeon and Nick Jr. channels [1]. Group 2: Production Details - The series is created and produced by Mint Copenhagen, with animation by Jam Media, and features a team of experienced directors and writers [4]. - Key production personnel include Josephine Jerris Margolis, Louise Barkholt, Sam Dransfield, and Andy Potter [4]. Group 3: Voice Cast - The voice cast includes Cassian Swan-Mckee as Tim, Ace Gill as Tommy, Hope Delaney as Tia, and Jamie Smart as Kai, among others [3]. Group 4: Channel 5's Milkshake! - Channel 5's Milkshake! is a leading children's programming block in the UK, catering to preschoolers with a variety of engaging content [5]. - The channel features popular shows like "Peppa Pig," "PAW Patrol," and "Thomas & Friends," and is known for its strong character-led animation [5]. Group 5: Nickelodeon's Position - Nickelodeon, now in its 46th year, is recognized as the number-one entertainment brand for kids, with a diverse global business model [5]. - The brand encompasses television programming, consumer products, digital experiences, and feature films [5].

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 66.33% [3] - The company currently pays a dividend of $0.46 per share, resulting in a dividend yield of 4.37%, which is higher than the Wireless Non-US industry's yield of 3.4% and the S&P 500's yield of 1.6% [3] Dividend Performance - TIM S.A. has increased its annualized dividend to $0.86, marking a 54.7% increase from the previous year [4] - Over the past five years, the company has raised its dividend twice on a year-over-year basis, achieving an average annual increase of 9.28% [4] - The current payout ratio for TIM is 18%, indicating that it pays out 18% of its trailing 12-month earnings per share as dividends [4] Earnings Growth - The Zacks Consensus Estimate for TIM's earnings per share in 2025 is $1.37, reflecting a year-over-year growth rate of 13.22% [5] Investment Considerations - Dividends are favored by investors for various reasons, including improving stock investing profits and providing tax advantages [6] - While high-yielding stocks may face challenges during periods of rising interest rates, TIMB presents a compelling investment opportunity due to its strong dividend profile [7] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [7]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: TIM S.A. Sponsored ADR (TIMB) - TIMB currently holds a Momentum Style Score of B, indicating a favorable momentum characteristic [2] - The stock has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] Performance Metrics - Over the past week, TIMB shares increased by 5.47%, outperforming the Zacks Wireless Non-US industry, which rose by 1.56% [5] - In a longer timeframe, TIMB shares have gained 26.32% over the past quarter and 29.88% over the last year, while the S&P 500 only increased by 8.33% and 12.92%, respectively [6] Trading Volume - The average 20-day trading volume for TIMB is 440,041 shares, which serves as a baseline for price-to-volume analysis [7] Earnings Outlook - In the last two months, 2 earnings estimates for TIMB have been revised upwards, while only 1 estimate was revised downwards, leading to an increase in the consensus estimate from $1.31 to $1.37 [9] - For the next fiscal year, there have been 2 upward revisions with no downward revisions during the same period [9] Conclusion - Considering the performance metrics and earnings outlook, TIMB is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [11]

Company Overview - TIM S.A. Sponsored ADR (TIMB) is based in Rio De Janeiro and operates in the Computer and Technology sector [3] - The stock has experienced a price increase of 53.74% since the beginning of the year [3] Dividend Information - TIMB currently pays a dividend of $0.46 per share, resulting in a dividend yield of 4.73%, which is significantly higher than the Wireless Non-US industry's yield of 2.74% and the S&P 500's yield of 1.53% [3] - The company's annualized dividend of $0.86 has increased by 54.7% compared to the previous year [4] - Over the past five years, TIMB has raised its dividend two times year-over-year, averaging an annual increase of 9.28% [4] - The current payout ratio for TIMB is 18%, indicating that it distributes 18% of its trailing 12-month earnings per share as dividends [4] Earnings Growth - TIMB is projected to see earnings growth this fiscal year, with the Zacks Consensus Estimate for 2025 at $1.37 per share, reflecting a year-over-year growth rate of 13.22% [5] Investment Appeal - TIMB is considered an attractive dividend investment and a compelling opportunity, holding a Zacks Rank of 2 (Buy) [7]

Core Insights - Investors are comparing TIM S.A. Sponsored ADR (TIMB) and TeliaSonera AB (TLSNY) to determine which stock offers better value opportunities [1] Valuation Metrics - TIMB has a forward P/E ratio of 13.23, while TLSNY has a forward P/E of 22.33 [5] - TIMB's PEG ratio is 0.82, indicating a more favorable valuation compared to TLSNY's PEG ratio of 2.99 [5] - TIMB's P/B ratio is 2.10, compared to TLSNY's P/B of 2.60, suggesting TIMB is more undervalued [6] Zacks Rank and Value Grades - TIMB has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while TLSNY has a Zacks Rank of 3 (Hold) [3] - TIMB has a Value grade of A, whereas TLSNY has a Value grade of C, highlighting TIMB's stronger position in value investing [6]

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].

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 ...