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Wired for success - Esg is calling
| Nome: | Descrição: | Tamanho: | Formato: | |
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| 3.36 MB | Adobe PDF |
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The following Work Project consists of an Equity Research report on NOS SGPS S.A., one
of the largest telecommunications and media and entertainment companies operating in
Portugal. The report provides in an initial phase an in-depth overview of the company’s
business model and units, industries in which it operates, strategy and competitive positioning
as well as an analysis on the historical financial performance. Afterwards, a detailed valuation
for each of the company’s business segments was performed, from which the group issues a
BUY recommendation considering a calculated upside of 36.37%. The recommendation is
corroborated with other valuation methodologies used.
In the individual part, it investigates the impact of Environmental, Social, and Governance
(ESG) considerations on NOS' share price at the enterprise level, focusing on
“Telecommunications” and “Media & Entertainment” segments. Motivated by the global shift
towards responsible business practices, this thesis navigates the complex debate on ESG
relevance. Additionally, scenario analyses reveal that improved ESG ratings positively affect
share prices, emphasising the significance of stakeholder orientation and the cost of equity.
As ESG's influence intensifies globally, this study provides essential insights for investors,
companies, and policymakers in the evolving landscape of sustainable finance.
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Telecommunications Valuation Forecast Esg