Rogers Could Lead Telecoms in Mobile Plan Upswing -- Market Talk

Dow Jones

Jun 24

1043 ET - Canadian carriers may be seeing a return to normal mobile plan pricing, and TD Cowen's Vince Valentini thinks Rogers may be best placed to benefit. The analyst says in a report that Rogers has an industry-leading mix of wireless Ebitda and its sector-low valuation, which should attract investors to the stock. Valentini says that investor sentiment toward the sector is gradually improving, with some hope that key metrics like revenue and Ebitda estimates for 2026 could start to move higher over the next few months, but says "we first need to see relative discipline on pricing during the critical back-to-school season from mid-August to mid-September." (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

June 24, 2025 10:43 ET (14:43 GMT)

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The analyst says in a report that Rogers has an industry-leading mix of wireless Ebitda and its sector-low valuation, which should attract investors to the stock. Valentini says that investor sentiment toward the sector is gradually improving, with some hope that key metrics like revenue and Ebitda estimates for 2026 could start to move higher over the next few months, but says \"we first need to see relative discipline on pricing during the critical back-to-school season from mid-August to mid-September.\" (adriano.marchese@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 24, 2025 10:43 ET (14:43 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rogers Could Lead Telecoms in Mobile Plan Upswing -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRogers Could Lead Telecoms in Mobile Plan Upswing -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-06-24 22:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  1043 ET - Canadian carriers may be seeing a return to normal mobile plan pricing, and TD Cowen's Vince Valentini thinks Rogers may be best placed to benefit. The analyst says in a report that Rogers has an industry-leading mix of wireless Ebitda and its sector-low valuation, which should attract investors to the stock. Valentini says that investor sentiment toward the sector is gradually improving, with some hope that key metrics like revenue and Ebitda estimates for 2026 could start to move higher over the next few months, but says \"we first need to see relative discipline on pricing during the critical back-to-school season from mid-August to mid-September.\" (adriano.marchese@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 24, 2025 10:43 ET (14:43 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4532","symbol_name":"文艺复兴科技持仓","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2545236593","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2545236593","pubTimestamp":1750776180,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1043 ET - Canadian carriers may be seeing a return to normal mobile plan pricing, and TD Cowen's Vince Valentini thinks Rogers may be best placed to benefit. The analyst says in a report that Rogers has an industry-leading mix of wireless Ebitda and its sector-low valuation, which should attract investors to the stock. Valentini says that investor sentiment toward the sector is gradually improving, with some hope that key metrics like revenue and Ebitda estimates for 2026 could start to move higher over the next few months, but says \"we first need to see relative discipline on pricing during the critical back-to-school season from mid-August to mid-September.\" ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4132":"无线电信业务","RCI":"罗杰斯通信"},"translate_title":"罗杰斯可能引领电信公司移动计划的上涨——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RCI":0.9},"content_text":"1043 ET - Canadian carriers may be seeing a return to normal mobile plan pricing, and TD Cowen's Vince Valentini thinks Rogers may be best placed to benefit. The analyst says in a report that Rogers has an industry-leading mix of wireless Ebitda and its sector-low valuation, which should attract investors to the stock. Valentini says that investor sentiment toward the sector is gradually improving, with some hope that key metrics like revenue and Ebitda estimates for 2026 could start to move higher over the next few months, but says \"we first need to see relative discipline on pricing during the critical back-to-school season from mid-August to mid-September.\" (adriano.marchese@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  June 24, 2025 10:43 ET (14:43 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}