German Telekom

The Deutsche Telekom share DE0005557508 has seen a correction in the last three days, but I think it is now in an interesting zone for an entry (27€). The figures look good and the next quarterly figures will be published on November 13, 2025.

The pressure on the share is coming from various providers in the US and Germany. In the US, Verizon is planning to attack again, while in Germany 1&1 and O2 are planning a merger. Starlink is also planning to make its internet more accessible to everyone via satellite and Amazon plans to do so from 2026. Telekom is working on a German solution for satellite internet and is planning a cooperation with Nvidia in Munich (AI factory), about which more will be announced on November 4, 2025. This could give the share new impetus.

https://www.handelsblatt.com/technik/ki/kuenstliche-intelligenz-telekom-und-nvidia-planen-ki-rechenzentrum-in-muenchen/100168697.html

$DTE (+0,07 %)

No investment advice!

NichtRelevant@NichtRelevant

I had already written about this in a separate post today - I think the T-Share (😉) is actually good value.

I don't think the so-called bad news is that bad. Essentially declarations of intent from competitors in the USA - something has to happen first. And Telekom's activities in relation to data centers, the cooperation with NVidia and satellite communication are still going on. If this were news for any startup, there would be a nice upward premium. Not here for the time being, but it will pay off.

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