BofA analyst David Wright sees credible opportunities in Liberty Global's strategic update, but execution is challenging and unlikely to yield near-term gains. He also expressed caution on Sunrise cash flows in a competitive market.
The company's significant liabilities and EBIT loss raise concerns about its financial health. The lack of near-term improvements and profitability make Liberty Global a risky stock. There are also identified warning signs that should be considered in the investment process.
Seth Klarman’s 13F portfolio value decreased from $6.13B to $5.85B this quarter. Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com. The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio. New Stakes: $思佳訊(SWKS.US)$and$爵士製藥(JAZZ.US)$ Stake Disposals: $Meta Platforms(META.US)$ ...
Starbucks Downgraded to Hold From Buy at Deutsche Bank Deutsche Bank analyst Brian Mullan downgraded$星巴克(SBUX.US)$to Hold from Buy with a price target of $106, up from $100. The analyst is making a risk/reward and valuation call on the shares, saying "there is not much more to it than that." He is "truly neutral at current levels; neither positive nor negative." Crowdstrike Upgraded to Buy From Outperform at Daiwa Daiwa analyst...
Upgrades •$Arcos Dorados(ARCO.US)$: BofA Securities Upgrades to Buy from Neutral - PT $10 (from $7.80) •$布埃納文圖拉開採(BVN.US)$: Morgan Stanley Upgrades to Equalweight from Underweight - PT $11.10 (from $7) •$萬國數據(GDS.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $55 •$iRobot(IRBT.US)$: Northland Upgrades to Outperform from Market Perform - PT $85 •$江森自控(JCI.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $79 (from $...
Warren Buffett's Berkshire Hathaway built new stakes in$Floor & Decor(FND.US)$and$Royalty Pharma(RPRX.US)$in the third quarter, a regulatory filing revealed on Monday. The famed investor's company also took a knife to several of its pharmaceutical and financial holdings in the period. On the other hand, Berkshire boosted its$雪佛龍(CVX.US)$stake by 24%, after halving its position in the energy group in the first quarter of this year, and trimming it even more in the second quarter. Buffett's company exited$默沙東(MRK.US)$,$Organon & Co(OGN.US)$, and$自由全球-A(LBTYA.US)$. It also cut its$艾伯維公司(ABBV.US)$and$施貴寶(BMY.US)$positions by 30% and 16% respectively last quarter, despite only adding those names to its portfolio in the third quarter of last year. Moreover, it trimmed its$Visa(V.US)$,$萬事達(MA.US)$,$特許通訊(CHTR.US)$, and$威達信(MMC.US)$.
自由全球-A股票討論區
Global operator 5G FWA revenue forecast 2023
The global 5G FWA revenue in 2022 will be 515 million yuan. By comparison, revenue will surge 385% in 2023.
$特斯拉(TSLA.US)$$蘋果(AAPL.US)$$AMC院線(AMC.US)$$英偉達(NVDA.US)$$Meta Platforms(META.US)$$微軟(MSFT.US)$$蔚來(NIO.US)$$奈飛(NFLX.US)$$自由全球-A(LBTYA.US)$$自由全球-B(LBTYB.US)$
Tracking Seth Klarman's Baupost Group Holdings - Q1 2023 Update
Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com.
The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
New Stakes:
$思佳訊(SWKS.US)$ and $爵士製藥(JAZZ.US)$
Stake Disposals:
$Meta Platforms(META.US)$
...
專欄US Top Rating Updates on 12/5: SBUX, UAL, CRWD, MGM and More
Deutsche Bank analyst Brian Mullan downgraded $星巴克(SBUX.US)$ to Hold from Buy with a price target of $106, up from $100. The analyst is making a risk/reward and valuation call on the shares, saying "there is not much more to it than that." He is "truly neutral at current levels; neither positive nor negative."
Crowdstrike Upgraded to Buy From Outperform at Daiwa
Daiwa analyst...
Today’s Watchlist
專欄Top upgrades and downgrades on 6/7
• $美源伯根(ABC.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $178 (from $167)
• $Arch Resources(ARCH.US)$ : Jefferies Upgrades to Buy From Hold - PT $225 (from $160)
• $必和必拓(BHP.US)$ : Jefferies Upgrades to Buy From Hold - PT $82 (from $72)
• $Peabody Energy(BTU.US)$ : Jefferies Upgrades to Buy From Hold - PT $36 (from $25)
• $Warrior Met Coal(HCC.US)$ : Jefferies Upgrades to Buy From Hold - PT $50 (from $36)
• $自由全球-A(LBTYA.US)$ : Berenbe...
專欄Top upgrades and downgrades on 3/24
• $Arcos Dorados(ARCO.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $10 (from $7.80)
• $布埃納文圖拉開採(BVN.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $11.10 (from $7)
• $萬國數據(GDS.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $55
• $iRobot(IRBT.US)$ : Northland Upgrades to Outperform from Market Perform - PT $85
• $江森自控(JCI.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $79 (from $...
專欄Buffett's Berkshire reveals new bets on Royalty Pharma, exits Merck in Q3
On the other hand, Berkshire boosted its $雪佛龍(CVX.US)$ stake by 24%, after halving its position in the energy group in the first quarter of this year, and trimming it even more in the second quarter.
Buffett's company exited $默沙東(MRK.US)$, $Organon & Co(OGN.US)$, and $自由全球-A(LBTYA.US)$. It also cut its $艾伯維公司(ABBV.US)$and $施貴寶(BMY.US)$ positions by 30% and 16% respectively last quarter, despite only adding those names to its portfolio in the third quarter of last year. Moreover, it trimmed its $Visa(V.US)$, $萬事達(MA.US)$, $特許通訊(CHTR.US)$, and $威達信(MMC.US)$.
Potential upside after German investment?
https://telecoms.com/511488/liberty-global-to-invest-in-german-fibre-market/
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