CHTR

Charter Communications Inc

TMT


Presented:09/26/2018
Price:$321.67
Cap:$74.58B
Current Price:$331.94
Cap:$47.38B

Presented

Date09/26/2018
Price$321.67
Market Cap$74.58B
Ent Value$149.06B
P/E Ratio8.66x
Book Value$161.49
Div Yield0%
Shares O/S231.86M
Ave Daily Vol1,403,341
Short Int9.25%

Current

Price$331.94
Market Cap$47.38B
Charter Communications, Inc. provides broadband communications services. Its services include Spectrum TV, Spectrum Internet access, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. It operates through Cable Services segment. Its advertising sales and production services are sold under the Spectrum Reach brand. The company was founded on July 22, 1999 and is headquartered in Stamford, CT.

Publicly traded companies mentioned herein: Charter Communications Inc (CHTR), Comcast Corp (CMCSA), Sky PLC (SKY LN), T-Mobile US Inc (TMUS), Verizon Communications Inc (VZ)

Highlights

The presenter is bullish on the outlook for cable providers (“Cable") at this time, viewing the concerns about 5G and cord cutting as overblown near-term. While it is likely that cable will face pressure in years to come, it will take time for the supply chain to ramp up in support of 5G and the capacity necessary to unbundle. In the meantime, Comcast, despite how “muddy” the Sky acquisition makes the situation, and Charter appear to be well-positioned to defend their respective turf and grow EBITDA (and FCF) ahead of what he views as conservative Street estimates for 2019.

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Idea Discussion

Commentor 1 - 2 weeks ago

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