TIM SATIMB
About: TIM, which is 67%-owned by Telecom Italia, is the third largest wireless carrier in Brazil, with 62 million subscribers, equal to about 24% of the market. The firm also owns 49% of I-Systems, an infrastructure partnership that is expanding its network footprint across Brazil. I-Systems can provide broadband service to about 9 million locations, equal to 10%-15% of the country. TIM leases capacity on the venture's network to serve retail broadband customers under the UltraFibra brand. TIM also resells fiber network access from other providers, including Oi's former infrastructure business V.tal. In total, TIM claims it can offer fixed broadband service to about 16 million locations.
Employees: 9,127
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
58% more call options, than puts
Call options by funds: $141K | Put options by funds: $89K
20% more capital invested
Capital invested by funds: $278M [Q4 2024] → $334M (+$55.7M) [Q1 2025]
8% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 39
0.08% less ownership
Funds ownership: 0.96% [Q4 2024] → 0.88% (-0.08%) [Q1 2025]
9% less funds holding
Funds holding: 128 [Q4 2024] → 116 (-12) [Q1 2025]
26% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 27
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Goldman Sachs Vitor Tomita | 2%downside $16.90 | Neutral Maintained | 30 Apr 2025 |
Barclays Mathieu Robilliard | 5%downside $16.50 | Equal-Weight Maintained | 17 Mar 2025 |
Financial journalist opinion
