Pandemic Hits Communication Stocks in Different Ways

Some communications stocks struggle in pandemic, while others benefit.

Michael Hodel, CFA 14/04/2020
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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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Papirer nævnt i artikel

Navn på papirPrisÆndring (%)Morningstar Rating
Alphabet Inc A2.448,91 USD0,77Rating
Altice USA Inc Class A34,84 USD-0,26Rating
AT&T Inc29,09 USD-0,78Rating
Charter Communications Inc A690,61 USD0,56Rating
Comcast Corp Class A57,28 USD0,70Rating
Facebook Inc A336,77 USD1,66Rating
Netflix Inc499,89 USD2,28Rating
The Walt Disney Co178,18 USD0,45Rating
T-Mobile US Inc145,26 USD-0,06Rating
Verizon Communications Inc57,18 USD-0,26Rating

Om forfatteren

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

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