gualberto
Charlie don't Surf
Community ha finanziato la campagna elettorale di Trump
Obbligazioni societarie HIGH YIELD e oltre, verso frontiere inesplorate - Vol. 1
- Creatore Discussione TRADING_IDEAS
- Data di Inizio
- Stato
Community ha finanziato la campagna elettorale di Trump
angy2008
Forumer storico
bastasse quello bisogna fare all-in sul Venezuela
fabriziof
Forumer storico
lo so
fabriziof
Forumer storico
AAA+
Forumer attivo
per chi investe nel settore Telco...
On an issuer basis we like Charter Communications, the second-largest US cable company. We consider it well positioned to maintain its market share. It recently acquired Time Warner Cable, which will bring in more video content, and it is preparing to enter the wireless market to have the capacity to offer quad-play to its customers. CenturyLink represents a good example of a traditional wireline company that has developed fiber and is set to bolster its assets through its purchase of Level 3 Communications, due to be completed later this year. Level 3 is a good strategic fit, we believe, and while CenturyLink's leverage will rise after the transaction, it should ease over the medium term. T-Mobile USA is our pick in the US wireless market. It has recorded the highest revenue growth in the industry for three consecutive years thanks largely to its competitive pricing, high-quality 4G access, and excellent customer service. While high capex dampened free cash flows, the disciplined investment was the main success driver supporting revenue growth. We are less sanguine on the long-term prospects of Frontier Communications. It historically has preferred shareholder distributions to sustainable investments in its network assets, and that seems to be the case this year as well. It has also encountered integration issues with the Verizon assets it acquired, though they have been allayed by increased scale and relatively high EBITDA margins. We see this year as a defining one for the company in its efforts to restore credibility and traction in the broadband market.
On an issuer basis we like Charter Communications, the second-largest US cable company. We consider it well positioned to maintain its market share. It recently acquired Time Warner Cable, which will bring in more video content, and it is preparing to enter the wireless market to have the capacity to offer quad-play to its customers. CenturyLink represents a good example of a traditional wireline company that has developed fiber and is set to bolster its assets through its purchase of Level 3 Communications, due to be completed later this year. Level 3 is a good strategic fit, we believe, and while CenturyLink's leverage will rise after the transaction, it should ease over the medium term. T-Mobile USA is our pick in the US wireless market. It has recorded the highest revenue growth in the industry for three consecutive years thanks largely to its competitive pricing, high-quality 4G access, and excellent customer service. While high capex dampened free cash flows, the disciplined investment was the main success driver supporting revenue growth. We are less sanguine on the long-term prospects of Frontier Communications. It historically has preferred shareholder distributions to sustainable investments in its network assets, and that seems to be the case this year as well. It has also encountered integration issues with the Verizon assets it acquired, though they have been allayed by increased scale and relatively high EBITDA margins. We see this year as a defining one for the company in its efforts to restore credibility and traction in the broadband market.
angy2008
Forumer storico
crollo delle azioni Genworth a causa del ritiro della domanda di autorizzazione alle autority per la cessione ai cinesi, più modesto il calo dei bond, pare che sia solo un ritiro momentaneo per poterla riformulare meglio:
Genworth and Oceanwide Provide Update on CFIUS Application
il comunicato ufficiale dice che è stata subito ripresentata la domanda con lo scopo di avere maggiore margine di tempo per ottenere l'avvallo, vien da pensare che altrimenti sarebbe stata respinta
Genworth Financial - Genworth and Oceanwide Provide Update on CFIUS Application
Genworth and Oceanwide Provide Update on CFIUS Application
il comunicato ufficiale dice che è stata subito ripresentata la domanda con lo scopo di avere maggiore margine di tempo per ottenere l'avvallo, vien da pensare che altrimenti sarebbe stata respinta
Genworth Financial - Genworth and Oceanwide Provide Update on CFIUS Application
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veltroni
Forumer storico
Sono sicuro perchè l' ho in portafoglio e ritenuta 12,50 in quanto banca centrale della Tunisia e quindi bond assimilati a titoli di stato; altrimenti non l'avrei presa.
fabriziof
Forumer storico
Teniamo?
zoro-aster
Forumer storico
io per ora dico di si
angy2008
Forumer storico
io addirittura ho incrementato un pò ma solo perchè avevo lasciato un ordine a 81,3 per la US37247DAB29 che è passato quando è arrivata la news, certe notizie dovrebbero uscire a mercati chiusi ... in teoria.
Comunque se salta la vendita i bond possono anche calare ma difficile che non li rimborsano, purtroppo ho anche le azioni e quelle se non vendono valgon poco.
Piccolo update, in effetti la news è uscita a Nyse chiuso ed il crollo si è verificato nell'after hour, lunedì si saprà meglio a quanto il mercato la valuta.
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- Stato
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Obbligazioni societarie
HIGH YIELD e oltre, verso frontiere inesplorate, vol.3
