Telkom SA Limited (ADR) (NASDAQOTH:TLKGY.PK)

CAPS Rating: 5 out of 5

The Company provides residential public switched telecommunications services in South Africa.

Results 1 - 16 of 16

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Member Avatar Peshorper (82.81) Submitted: 4/6/2010 9:00:52 AM : Outperform Start Price: $18.05 TLKGY.PK Score: -48.90

Ridiculously low priced.

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Member Avatar megalong (< 20) Submitted: 3/2/2010 9:09:20 PM : Outperform Start Price: $16.69 TLKGY.PK Score: -55.83

Telkom (formerly listed on the NYSE as TLK) is a South African telecom. They currently look very cheap at 4x trailing earnings and 2.5x tangible book, trading at multi-year lows.

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Member Avatar Zookii (27.91) Submitted: 7/27/2009 5:23:06 AM : Outperform Start Price: $20.56 TLKGY.PK Score: -80.61

Good P/E

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Member Avatar PearlandTX (< 20) Submitted: 7/24/2009 8:03:27 PM : Outperform Start Price: $20.56 TLKGY.PK Score: -80.61

After significant drop in share price, this company should see some near-term recovery.

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Member Avatar LRMarbitrage (96.92) Submitted: 7/19/2009 3:55:37 PM : Outperform Start Price: $19.74 TLKGY.PK Score: -82.88

net net

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Member Avatar Scoobrs (64.69) Submitted: 7/16/2009 2:12:13 PM : Outperform Start Price: $19.20 TLKGY.PK Score: -82.19

Terrible news is already baked into the price and this is a high margin, steady income telco. The South African government will shape up in time and is unlikely to stay much any more corrupt or naive than the last few American ones. The ANC will easily beat their expectations from the bottom of an abyss.

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Member Avatar WFOwen (< 20) Submitted: 7/13/2009 3:34:36 PM : Underperform Start Price: $19.09 TLKGY.PK Score: +87.63

The government (and therefore the market) will be going through several structural changes over the next year or so, which will make the entire country a difficult place to project.

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Member Avatar Wifeb123 (95.48) Submitted: 7/8/2009 2:50:12 PM : Outperform Start Price: $18.92 TLKGY.PK Score: -90.78

High yeild and low P/E + International play = WIN

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Member Avatar bedient (< 20) Submitted: 6/30/2009 3:32:55 PM : Outperform Start Price: $18.21 TLKGY.PK Score: -81.65

Stock drop was an over-reaction. Will bounce quite well.

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Member Avatar riskinsure (< 20) Submitted: 3/16/2009 6:34:57 AM : Underperform Start Price: $13.42 TLKGY.PK Score: +90.41

The group jewel "Vodacom" has been sold.

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Member Avatar EJDoran (54.83) Submitted: 3/31/2008 2:13:35 AM : Outperform Start Price: $20.74 TLKGY.PK Score: -49.82

Great market in future Sub-Saharan Africa. Already huge in South Africa.

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Member Avatar Itsya36 (75.89) Submitted: 1/9/2008 3:00:18 PM : Underperform Start Price: $24.56 TLKGY.PK Score: +52.71

Foreign company

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Member Avatar tussinOo (< 20) Submitted: 1/4/2008 6:45:19 PM : Outperform Start Price: $24.49 TLKGY.PK Score: -50.89

Is that P/e right? this is a steal

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Member Avatar southseacapital (94.93) Submitted: 8/22/2007 9:31:28 PM : Outperform Start Price: $28.37 TLKGY.PK Score: -54.51

A majority of Africa is a mess, but the poverty is so widespread, that must come if corruption ever begins to lessen its strangle hold on the continent.

I find myself over allocated in telecoms in an attempt to grab certain growth areas. For CAPs, these manner of foreign investing will have to do. Let us pray ADRs become more popular.

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Member Avatar freunddoggy (99.67) Submitted: 8/9/2007 2:25:27 PM : Outperform Start Price: $30.44 TLKGY.PK Score: -57.26

south africa

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Member Avatar sergeid (30.79) Submitted: 6/1/2007 1:53:59 AM : Outperform Start Price: $28.51 TLKGY.PK Score: -51.09

Africa is the next big growth story. TKG is undervalued. It operates both landline and cellular (via Vodacom). It expands outside of South Africa, where cell phone penetration is still low.

Results 1 - 16 of 16

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