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High-Grade Telecoms

5 Laura Winchester & Stephan Michel Barclays Capital

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As a telecoms analyst what keeps you awake at night?

As analysts, our main fear is making a bad call that could cost investors money. It’s the nagging doubt about whether we have all the relevant information or whether there’s a nasty surprise buried somewehere. We are on our guard for the new, new thing which could invalidate the incumbent business model.

Which trade recommendation over the

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