Pandemic Hits Communication Stocks in Different Ways

Some communications stocks struggle in pandemic, while others benefit.

Michael Hodel, CFA 14/04/2020

 

 

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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Navn på papirPrisÆndring (%)Morningstar Rating
Alphabet Inc A1.482,76 USD-0,35
Altice USA Inc Class A27,26 USD1,00
AT&T Inc29,62 USD0,14
Charter Communications Inc A589,70 USD1,67
Comcast Corp Class A42,88 USD0,19
Facebook Inc A251,96 USD-0,67
Netflix Inc498,62 USD1,99
The Walt Disney Co116,35 USD-0,50
T-Mobile US Inc106,88 USD-0,47
Verizon Communications Inc57,24 USD-0,42

Om forfatteren

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

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