Company Overview - Telefônica Brasil, known as Vivo, is a solid and profitable company in the Brazilian market with strong leadership in postpay, fiber optics, and digital solutions [1] - The company boasts above-average operating margins, low debt levels, and a generous dividend policy, positioning it well for future growth [1] Investment Potential - The focus on value companies with solid long-term potential indicates a favorable outlook for Telefônica Brasil as an investment opportunity [1]

Key Takeaways APH's datacom revenues rose 134% YoY in Q1, making up 33% of total sales and driving segment growth. Communications Solutions segment revenues hit $2.41B, up 91% YoY and beat estimates by over 33%. Q1 orders surged 58% to $5.29B as APH scales manufacturing to meet AI and cloud infrastructure demand.Amphenol’s (APH) datacom business has been gaining strong traction as cloud providers, semiconductor manufacturers, and enterprise customers invest in high-speed connectivity to support AI and nex ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 6 May 2025 | 8:54AM CST Allen Chang +852-2978-2930 | allen.k.chang@gs.com Goldman Sachs (Asia) L.L.C. Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclos ...

First Quarter 2025 Financial Results Conference Call Presentation May 6, 2025 Together, Building the Future Safe Harbor Statement Forward-Looking Statements Certain statements in this communication may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended from time to time. Those forward-looking statements include all statements that are not historical statements of fact, including, without limitation, statements regarding the anticipate ...