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 A2.843,66 USD-2,69Rating
Altice USA Inc Class A16,02 USD-1,78Rating
AT&T Inc24,22 USD-1,02Rating
Charter Communications Inc A672,87 USD0,03Rating
Comcast Corp Class A51,10 USD-1,50Rating
Facebook Inc A333,12 USD-2,33Rating
Netflix Inc665,64 USD1,12Rating
The Walt Disney Co148,11 USD-2,13Rating
T-Mobile US Inc113,53 USD-0,83Rating
Verizon Communications Inc51,80 USD0,27Rating

Om forfatteren

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

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