Thursday, July 24, 2014

NII Holdings Competitors $NIHD

The NIHD 10% "capco" bond traded at a 99% yield to maturity today. They are @27 and have a 5 cent coupon on 8/15 - maybe not going to make it?

Here is a list of mobile network operators in the Americas - need to look at competitor reports to see if they are saying anything about taking market share from Nextel in their countries.

Argentina
- Claro, owned by America Movil (AMX)
- Movistar, owned by Telefonica (TEF)
- Personal, owned by Telecom Argentina (TEO)
- NEXTEL (NIHD) is number 4, about 3% market share

Brazil
- Vivo - Telefonica
- TIM - Telecom Italia
- Claro - America Movil
- Oi - Oi joint venture, Oi is (OIBR) on NYSE
- Algar, Grupo Algar
- Nextel (NIHD), has way less than 1% share

Mexico
- Telcel - America Movil
- Movistar - Telefonica
- Iusacell - Grupo Salinas
- Unefon - Grupo Salinas
- Nextel (NIHD) - has about 3% market share

1 comment:

theyenguy said...

Its Finviz chart suggests that it is a reasonable short selling opportunity.
http://tinyurl.com/n2n234h