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Protean Select's investment thesis on Telia Company AB ($TELIA.ST) — Q2 2026 | Buyside Digest

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$TELIA.STNASDAQTelia Company AB

NEUTRAL

Protean Select—TELIA.ST

Fund Letter

Q2 2026

Published July 2, 2026

View Fund Profile

$46.03USD

+3.7% vs last month

$45.80Pitched

+0.5% since pitch

Market Cap$172.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

While satellite disruptions from SpaceX may not immediately threaten terrestrial operators, Nordic telecom providers like Telia face a fragile valuation case after a massive two-year stock run. The positive tailwinds...

— Pontus Dackmo

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