0.00Open0.05Pre Close0 Volume0 Open Interest20.00Strike Price0.00Turnover1088.18%IV24.07%PremiumMay 17, 2024Expiry Date0.00Intrinsic Value100Multiplier-5DDays to Expiry0.05Time Value100Contract SizeAmericanOptions Type0.0741Delta0.0898Gamma323.20Leverage Ratio-4.3207Theta0.0000Rho23.96Eff Leverage0.0002Vega
Liberty Global-A Stock Discussion
The global 5G FWA revenue in 2022 will be 515 million yuan. By comparison, revenue will surge 385% in 2023.
$Tesla(TSLA.US)$ $Apple(AAPL.US)$ $AMC Entertainment(AMC.US)$ $NVIDIA(NVDA.US)$ $Meta Platforms(META.US)$ $Microsoft(MSFT.US)$ $NIO Inc(NIO.US)$ $Netflix(NFLX.US)$ $Liberty Global-A(LBTYA.US)$ $Liberty Global-B(LBTYB.US)$
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:
$Skyworks Solutions(SWKS.US)$ and $Jazz Pharmaceuticals(JAZZ.US)$
Stake Disposals:
$Meta Platforms(META.US)$
...
Deutsche Bank analyst Brian Mullan downgraded $Starbucks(SBUX.US)$ 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...
• $AmerisourceBergen(ABC.US)$ : 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)
• $BHP Group Ltd(BHP.US)$ : 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)
• $Liberty Global-A(LBTYA.US)$ : Berenbe...
• $Arcos Dorados(ARCO.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $10 (from $7.80)
• $Buenaventura Mining(BVN.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $11.10 (from $7)
• $GDS Holdings(GDS.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $55
• $iRobot(IRBT.US)$ : Northland Upgrades to Outperform from Market Perform - PT $85
• $Johnson Controls(JCI.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $79 (from $...
On the other hand, Berkshire boosted its $Chevron(CVX.US)$ 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 $Merck & Co(MRK.US)$, $Organon & Co(OGN.US)$, and $Liberty Global-A(LBTYA.US)$. It also cut its $AbbVie(ABBV.US)$and $Bristol-Myers Squibb(BMY.US)$ 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 $Visa(V.US)$, $MasterCard(MA.US)$, $Charter Communications(CHTR.US)$, and $Marsh & McLennan(MMC.US)$.
https://telecoms.com/511488/liberty-global-to-invest-in-german-fibre-market/
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