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: $スカイワークス・ソリューションズ(SWKS.US)$and$ジャズ・ファーマシューティカルズ(JAZZ.US)$ Stake Disposals: $メタ・プラットフォームズ(META.US)$ ...
Starbucks Downgraded to Hold From Buy at Deutsche Bank Deutsche Bank analyst Brian Mullan downgraded$スターバックス(SBUX.US)$to Hold from Buy with a price target of $106, up from $100. The analyst is making a risk/reward and valuation call on the shares, saying "there is not much more to it than that." He is "truly neutral at current levels; neither positive nor negative." Crowdstrike Upgraded to Buy From Outperform at Daiwa Daiwa analyst...
Upgrades •$アルコス・ドラドス(ARCO.US)$: BofA Securities Upgrades to Buy from Neutral - PT $10 (from $7.80) •$コンパニア・デ・ミナス・ブエナベントゥラ(BVN.US)$: Morgan Stanley Upgrades to Equalweight from Underweight - PT $11.10 (from $7) •$GDSホールディングス(GDS.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $55 •$アイロボット(IRBT.US)$: Northland Upgrades to Outperform from Market Perform - PT $85 •$ジョンソンコントロールズ(JCI.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $79 (from $...
リバティ ・グローバル クラスAに関するコメント
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.
$テスラ(TSLA.US)$$アップル(AAPL.US)$$AMCエンターテインメント クラスA(AMC.US)$$エヌビディア(NVDA.US)$$メタ・プラットフォームズ(META.US)$$マイクロソフト(MSFT.US)$$ニオ(NIO.US)$$ネットフリックス(NFLX.US)$$リバティ ・グローバル クラスA(LBTYA.US)$$リバティー ・グローバル(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:
$スカイワークス・ソリューションズ(SWKS.US)$ and $ジャズ・ファーマシューティカルズ(JAZZ.US)$
Stake Disposals:
$メタ・プラットフォームズ(META.US)$
...
コラムUS Top Rating Updates on 12/5: SBUX, UAL, CRWD, MGM and More
Deutsche Bank analyst Brian Mullan downgraded $スターバックス(SBUX.US)$ 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
コラムTop upgrades and downgrades on 6/7
• $アメリソース・バーゲン(ABC.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $178 (from $167)
• $アーチ・リソーシズ(ARCH.US)$ : Jefferies Upgrades to Buy From Hold - PT $225 (from $160)
• $BHPグループ(BHP.US)$ : Jefferies Upgrades to Buy From Hold - PT $82 (from $72)
• $ピーボディ・エナジー(BTU.US)$ : Jefferies Upgrades to Buy From Hold - PT $36 (from $25)
• $ウォリアー・メット・コール(HCC.US)$ : Jefferies Upgrades to Buy From Hold - PT $50 (from $36)
• $リバティ ・グローバル クラスA(LBTYA.US)$ : Berenbe...
コラムTop upgrades and downgrades on 3/24
• $アルコス・ドラドス(ARCO.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $10 (from $7.80)
• $コンパニア・デ・ミナス・ブエナベントゥラ(BVN.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $11.10 (from $7)
• $GDSホールディングス(GDS.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $55
• $アイロボット(IRBT.US)$ : Northland Upgrades to Outperform from Market Perform - PT $85
• $ジョンソンコントロールズ(JCI.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $79 (from $...
コラムBuffett's Berkshire reveals new bets on Royalty Pharma, exits Merck in Q3
On the other hand, Berkshire boosted its $シェブロン(CVX.US)$ 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 $メルク(MRK.US)$, $オルガノン(OGN.US)$, and $リバティ ・グローバル クラスA(LBTYA.US)$. It also cut its $アッヴィ(ABBV.US)$and $ブリストル・マイヤーズ スクイブ(BMY.US)$ 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 $ビザ(V.US)$, $マスターカード(MA.US)$, $チャーター・コミュニケーションズ(CHTR.US)$, and $マーシュ アンド マクレナン(MMC.US)$.
Potential upside after German investment?
https://telecoms.com/511488/liberty-global-to-invest-in-german-fibre-market/
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