bullish
US Cable: Good Entry Point
296 Views16 Oct 2021 20:01
Comcast and Charter have had big pullbacks in the past month, leading to an attractive setup with valuations having compressed due to tough COVID comps and overstated competitive concerns.
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Comcast and Charter: Does Wireless Upside Offset Broadband Concerns?01 Feb 2022
- US Cable: Good Entry Point16 Oct 2021
- Disney 3Q21: We’re Cautious on Streaming15 Aug 2021
- TMT Corona Virus Selloff Opportunities: Disney09 Mar 2020
- Autonomous Driving- Are We There Yet?20 Mar 2018
x