TIM SATIMB
About: TIM, which is 67%-owned by Telecom Italia, is the third largest wireless carrier in Brazil, with 62 million subscribers, equal to about 24% of the market. The firm also owns 49% of I-Systems, an infrastructure partnership that is expanding its network footprint across Brazil. I-Systems can provide broadband service to about 9 million locations, equal to 10%-15% of the country. TIM leases capacity on the venture's network to serve retail broadband customers under the UltraFibra brand. TIM also resells fiber network access from other providers, including Oi's former infrastructure business V.tal. In total, TIM claims it can offer fixed broadband service to about 16 million locations.
Employees: 9,127
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
11% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 27
10% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 40
2% more funds holding
Funds holding: 126 [Q3] → 128 (+2) [Q4]
0.08% more ownership
Funds ownership: 0.88% [Q3] → 0.96% (+0.08%) [Q4]
18% less capital invested
Capital invested by funds: $341M [Q3] → $278M (-$63M) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Barclays Mathieu Robilliard 40% 1-year accuracy 2 / 5 met price target | 7%upside $16.50 | Equal-Weight Maintained | 17 Mar 2025 |
Scotiabank Andres Coello 50% 1-year accuracy 8 / 16 met price target | 15%upside $17.60 | Sector Outperform Maintained | 12 Feb 2025 |
Financial journalist opinion
Based on 4 articles about TIMB published over the past 30 days
