Pandemic Hits Communication Stocks in Different Ways

Some communications stocks struggle in pandemic, while others benefit.

Michael Hodel, CFA 14.04.2020 | 10:25

 

 

The Morningstar communications services sector was reconstituted at the end of 2019 to reflect the blurring lines between several industries related to traditional telecom: the changing ways people communicate with one another and use networks for a multitude of daily activities. Previously, telecom stalwarts AT&T T and Verizon VZdominated the index. Both firms still have large weightings in the new index, but not to the same extent--combined, the two firms account for about 17% of the sector index. Instead, internet giant Alphabet GOOGL is now the largest firm in the sector, with a 28% weighting, followed by Facebook FB at 16%.

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Verdipapirer nevnt i artikkel

Navn på verdipapirPrisEndring (%)Morningstar Rating
Alphabet Inc A1 440,02 USD1,82
Altice USA Inc Class A25,87 USD-0,27
AT&T Inc32,77 USD3,05
Charter Communications Inc A530,72 USD-1,72
Comcast Corp Class A42,09 USD1,94
Facebook Inc A230,77 USD1,98
Netflix Inc419,60 USD1,27
The Walt Disney Co124,82 USD0,91
T-Mobile US Inc101,13 USD0,96
Verizon Communications Inc57,74 USD0,91

Om forfatteren

Michael Hodel, CFA  Michael Hodel, CFA, is an associate director of research with Morningstar.

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