CHTR 全部观点

CHTR 这一页 1 条观点条目,其中 0 条方向发生变化。

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《5 Interesting Value Bets From Investing Quadrant》
$CHTR看涨
CHTR若资本开支削减能带来债务减少和回购,则存在上行潜力,但面临高杠杆和用户流失的风险。

然后是Charter电信公司。如果你想看一张糟糕的图表,这是一张非常糟糕的图表。该股在一两个月前触底。现在我们只是略有回升。然而,如果我们稍微看一下业绩,业绩仍然会很糟糕,并将继续下滑;收入在下降,息税前利润在下降,资本支出稳定,尚未开始下降。

是的,他们有资产,有规模,有3000万客户,但这个数字在减少。移动电话服务在上升,所以客户正在离开宽带转向移动。视频服务稳定但也在下降,资本支出仍然很高,被认为非常高。随着明年及以后资本支出的减少,这种情况应该会改变。

这应该允许回购,以及更多的回购。他们暂时暂停了回购,但让我给你看些东西。他们在过去十年里回购了60%的股份。箭头做了什么?自从他们开始回购操作以来,股价实际上没有变化。现在市值是170亿,这就是我对所有告诉我“斯文,你应该考虑回购收益率和股票回购收益率”的人的回答。

Then we have Charter Telecommunications Company. If you want to see a bad graph, this is a very bad graph. The stock hit its bottom two months or a month ago. Right now we're only slightly elevated.

However, if we look a little at the results, the results will still be bad, and will continue to decline; Revenues are declining, earnings before interest and taxes are declining, and capital expenditures are stable and have not yet begun to decline.

Yes, they have the assets, they have the scale, they have 30 million customers, but that number is decreasing. Mobile phone services are on the rise, so customers are leaving broadband and moving towards mobile.

Well , the video service is stable but also declining , and capital expenditures are still high, and are considered very high. That should change as capital expenditures decrease next year and beyond.

That should allow for repurchases, and more repurchases. They've temporarily suspended it, but let me show you something. They have repurchased 60% of the shares in the last decade.

What did the arrow do? The stock has done nothing practical since they started the buyback operations . The market value is now 17 billion, and this is my answer to everyone who tells me, "Sven, you should take into account the buyback yield and the share buyback yield ."

他说在等
资本支出水平
明年及以后下降
明年财报
通过实现债务偿还/回购来支持看涨论点;如果资本支出仍然高企,则削弱看涨论点
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