The state of SA mobile network providers

In this edition of the Business Day Spotlight, we talk about the state of SA mobile network providers, listed on the JSE.

Our host Mudiwa Gavaza is joined by David Lerche, head of equities at Sanlam Private Wealth.

Lerche spends time focusing on the investment case for each of the large listed telecoms operators: Vodacom, MTN and Telkom; as well as a look at growth prospects for each of the companies; how telecoms operators performed relative to their JSE counterparts over the last year; and an outlook for telecoms companies for the rest of 2021.