AT&T Inc. muaj nws txoj haujlwm ua ke hauv wireless, tab sis qhov ntawd twb tau nkag siab zoo los ntawm Wall Street, raws li LightShed Partners cov kws tshuaj ntsuam.
Tom qab rov tsom mus rau nws txoj kev lag luam ntawm kev sib txuas hauv kev ua lag luam tsis zoo, AT&T
T,
-1.69%
tau pom kev vam meej nrog nws txoj kev pib wireless, thiab qhov kev vam meej tau tshwm sim hauv cov khoom lag luam tus txheeb ze. Raws li AT&T's Tshuag tau tshaj Verizon Communications Inc.'s
VZ,
-1.77%
Xyoo dhau los, nws cov nyiaj tau los tau poob qis dua Verizon's - "raws li nws yuav tsum muaj," LightShed Partners kws tshuaj ntsuam Walter Piecyk thiab Joe Galone tau sau.
Qhov kev xav tam sim no yog "qhov sib txawv heev los ntawm lig 2021, thaum cov neeg ua lag luam tsis txaus siab rau AT&T tej zaum zoo tshaj plaws los ntawm kev pom zoo 2022 tom qab them xov tooj net ntxiv kwv yees ntawm [900,000]," cov kws tshuaj ntsuam txuas ntxiv. AT&T tau mus sau txog 2 lab nyiaj ntxiv rau xyoo ntawd.
Pab pawg LightShed cia siab tias AT&T yuav ua tau zoo dua T-Mobile US Inc.
TUS,
+ 0.72%
xyoo no nrog nws cov nyiaj tau los ntawm kev pabcuam wireless loj hlob, tab sis txawm tias lub tuam txhab "kev qhuas" cov txheeb ze, cov kws tshuaj ntsuam tsis pom zoo rau AT&T cov khoom lag luam lawm. Lawv downgraded nws mus rau nruab nrab ntawm kev yuav hnub Tuesday.
Cov kws tshuaj ntsuam 'kev kwv yees rau kev loj hlob ntawm cov nyiaj tau los ntawm kev pabcuam wireless yog ua ntej ntawm AT&T tus kheej kev kwv yees tab sis tsis tshua muaj siab tshaj qhov kev pom zoo, thiab lawv kuj embed "kev pheej hmoo tshwj xeeb."
"Peb xav tias tus nqi nce los ntawm AT&T uas tsis tau tshaj tawm," Piecyk thiab Galone sau. "Tsis tas li ntawd, kev nce qib ntawm cov kab pub dawb tuaj yeem muaj kev cuam tshuam loj dua li peb xav tau, tshwj xeeb yog thaum raug thawb los ntawm cov tswv lag luam cable uas tsis tshaj tawm wireless EBITDA [cov nyiaj khwv tau los ua ntej paj paj, se, depreciation thiab amortization] poob."
AT&T kuj yuav tsum cuam tshuam nrog nws txoj kev lag luam wireline poob qis. Thaum wireline, uas suav nrog tej yam xws li hauv tsev internet thiab cov xov tooj qub qub, tsis zoo siab li AT&T txoj kev lag luam wireless, nws tseem ua tau li 35% ntawm lub tuam txhab cov nyiaj tau los. Qhov ntawd txhais tau hais tias kev poob qis hauv qhov kev lag luam no tuaj yeem ua rau kev loj hlob qeeb rau AT&T cov nyiaj tau los ntawm kev pabcuam tag nrho.
"Cov neeg siv khoom siv fiber ntau yog ib zaj dab neeg zoo, tab sis nws sawv cev tsuas yog 15% ntawm cov xov tooj xaim thaum kawg ntawm 2022 thiab tsis txaus los cuam tshuam cov kev poob qis hauv cov neeg siv khoom qub thiab cov lag luam lag luam," Piecyk thiab Galone sau. "Lub Gigapower [kev sib koom ua lag luam] nrog BlackRock yog tus qauv ua lag luam tshiab rau lub tuam txhab telco, tab sis tsis txav rab koob txaus."
Lawv hais tias AT&T "xav txog kev hloov pauv ntau dua los tawm ntawm kev lag luam xaim hluav taws xob poob qis thiab txhim kho qhov loj ntawm lawv cov neeg siv khoom lag luam wireless," txij li, lawv sau tseg, kev sib txuas yog lub neej yav tom ntej ntawm kev lag luam.
Tau qhov twg los: https://www.marketwatch.com/story/at-ts-stock-no-longer-a-buy-despite-commendable-performance-analysts-say-11675799151?siteid=yhoof2&yptr=yahoo
AT&T cov khoom lag luam tsis tas yuav txawm tias 'kev qhuas' kev ua tau zoo, cov kws tshuaj ntsuam hais
AT&T Inc. muaj nws txoj haujlwm ua ke hauv wireless, tab sis qhov ntawd twb tau nkag siab zoo los ntawm Wall Street, raws li LightShed Partners cov kws tshuaj ntsuam.
Tom qab rov tsom mus rau nws txoj kev lag luam ntawm kev sib txuas hauv kev ua lag luam tsis zoo, AT&T
-1.69%
-1.77%
T,
tau pom kev vam meej nrog nws txoj kev pib wireless, thiab qhov kev vam meej tau tshwm sim hauv cov khoom lag luam tus txheeb ze. Raws li AT&T's Tshuag tau tshaj Verizon Communications Inc.'s
VZ,
Xyoo dhau los, nws cov nyiaj tau los tau poob qis dua Verizon's - "raws li nws yuav tsum muaj," LightShed Partners kws tshuaj ntsuam Walter Piecyk thiab Joe Galone tau sau.
Qhov kev xav tam sim no yog "qhov sib txawv heev los ntawm lig 2021, thaum cov neeg ua lag luam tsis txaus siab rau AT&T tej zaum zoo tshaj plaws los ntawm kev pom zoo 2022 tom qab them xov tooj net ntxiv kwv yees ntawm [900,000]," cov kws tshuaj ntsuam txuas ntxiv. AT&T tau mus sau txog 2 lab nyiaj ntxiv rau xyoo ntawd.
Pab pawg LightShed cia siab tias AT&T yuav ua tau zoo dua T-Mobile US Inc.
+ 0.72%
TUS,
xyoo no nrog nws cov nyiaj tau los ntawm kev pabcuam wireless loj hlob, tab sis txawm tias lub tuam txhab "kev qhuas" cov txheeb ze, cov kws tshuaj ntsuam tsis pom zoo rau AT&T cov khoom lag luam lawm. Lawv downgraded nws mus rau nruab nrab ntawm kev yuav hnub Tuesday.
Cov kws tshuaj ntsuam 'kev kwv yees rau kev loj hlob ntawm cov nyiaj tau los ntawm kev pabcuam wireless yog ua ntej ntawm AT&T tus kheej kev kwv yees tab sis tsis tshua muaj siab tshaj qhov kev pom zoo, thiab lawv kuj embed "kev pheej hmoo tshwj xeeb."
"Peb xav tias tus nqi nce los ntawm AT&T uas tsis tau tshaj tawm," Piecyk thiab Galone sau. "Tsis tas li ntawd, kev nce qib ntawm cov kab pub dawb tuaj yeem muaj kev cuam tshuam loj dua li peb xav tau, tshwj xeeb yog thaum raug thawb los ntawm cov tswv lag luam cable uas tsis tshaj tawm wireless EBITDA [cov nyiaj khwv tau los ua ntej paj paj, se, depreciation thiab amortization] poob."
AT&T kuj yuav tsum cuam tshuam nrog nws txoj kev lag luam wireline poob qis. Thaum wireline, uas suav nrog tej yam xws li hauv tsev internet thiab cov xov tooj qub qub, tsis zoo siab li AT&T txoj kev lag luam wireless, nws tseem ua tau li 35% ntawm lub tuam txhab cov nyiaj tau los. Qhov ntawd txhais tau hais tias kev poob qis hauv qhov kev lag luam no tuaj yeem ua rau kev loj hlob qeeb rau AT&T cov nyiaj tau los ntawm kev pabcuam tag nrho.
"Cov neeg siv khoom siv fiber ntau yog ib zaj dab neeg zoo, tab sis nws sawv cev tsuas yog 15% ntawm cov xov tooj xaim thaum kawg ntawm 2022 thiab tsis txaus los cuam tshuam cov kev poob qis hauv cov neeg siv khoom qub thiab cov lag luam lag luam," Piecyk thiab Galone sau. "Lub Gigapower [kev sib koom ua lag luam] nrog BlackRock yog tus qauv ua lag luam tshiab rau lub tuam txhab telco, tab sis tsis txav rab koob txaus."
Lawv hais tias AT&T "xav txog kev hloov pauv ntau dua los tawm ntawm kev lag luam xaim hluav taws xob poob qis thiab txhim kho qhov loj ntawm lawv cov neeg siv khoom lag luam wireless," txij li, lawv sau tseg, kev sib txuas yog lub neej yav tom ntej ntawm kev lag luam.
Tau qhov twg los: https://www.marketwatch.com/story/at-ts-stock-no-longer-a-buy-despite-commendable-performance-analysts-say-11675799151?siteid=yhoof2&yptr=yahoo