会议主要讨论的核心内容 - 公司正在专注于最大化有机增长,通过内部资本支出计划进行选择性投资,并努力控制成本,提高利润率 [3][4][5] - 公司正在努力降低负债比率,将其降至5倍以下的目标水平,同时也在进行董事会的更新换代 [6][7] - 公司正在将更多资本投入到发达市场,减少新兴市场的投资,以提高收益质量 [10][11][12][13][14][15] 问答环节重要的提问和回答 - 公司预计未来12-24个月国内租赁活动将保持在5%-6%的年有机收入增长范围 [18][19][20][21][22][23] - 公司认为其资产组合的质量和运营能力是其竞争优势,而非单纯依赖利率水平 [35][36] - 公司认为人工智能技术将为其数据中心和塔台业务带来收入增长机会 [44][45][46][47] - 公司正在积极管理新兴市场的汇率风险,采取CPI联动租金、成本传递等措施 [51][52][53] - 公司未来几年内预计拉丁美洲业务增长将相对较为平缓,但长期看好该地区的发展前景 [57][58][59]

American Tower Corporation (NYSE:AMT) Bank of America's 2024 Media, Communications and Entertainment Conference Call September 5, 2024 9:40 AM ET Company Participants Steven Vondran - President and Chief Executive Officer Conference Call Participants David Barden - Bank of America David Barden [Abrupt start] joining us again. We're super pleased to have Steve Vondran, President and CEO from American Tower, joining us. Kind of playing cleanup for our Tower guests at the conference this year. Steve, thanks so ...

会议主要讨论的核心内容 - 公司新任CEO Steven Vondran介绍了公司的近期重点工作,包括:聚焦销售增长、严控成本、优化资本配置、提升财务杠杆等 [3][5][7] - 公司正在逐步降低新兴市场的投资占比,转而更多关注发达市场,如欧洲等 [6][15][16] - 公司已经接近5倍财务杠杆目标,未来将根据市场机会灵活选择并购、股票回购、增加股息等资本运用方式 [7][23][73][74] 问答环节重要的提问和回答 - 分析师询问公司为何能在美国市场保持较高的有机增长,公司表示主要得益于与运营商签订的全面协议,能够平滑业务波动 [33][34][43] - 分析师关注公司在新兴市场的表现,公司表示主要受到汇率波动和运营商整合的影响,未来将提高投资门槛并降低新兴市场占比 [13][14][15][16] - 分析师询问公司在数据中心和边缘计算领域的布局,公司表示正在进行试点探索,但不会盲目投资,而是会根据经济效益来决定是否投资或合作 [64][65][69][70][71]

American Tower (AMT) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a cha ...

The month of September is, infamously, a period of weak seasonality for the stock market. According to Dow Jones Market Data, the Dow Jones Industrial Average (DJI) finished the month higher just 41.7% of the time dating back to 1987, while the S&P 500 Index (SPX) rose only 44.3% of the time since 1928. In addition, the indexes averaged a monthly deficit of 1.1% and 1.2%, respectively. One of the most unfavorable stocks to own in September is real estate investment trust (REIT) American Tower Corp (NYSE:AMT ...

In the latest trading session, American Tower (AMT) closed at $224.06, marking a +0.24% move from the previous day. The stock's change was less than the S&P 500's daily gain of 1.01%. Elsewhere, the Dow gained 0.55%, while the tech-heavy Nasdaq added 1.13%.Coming into today, shares of the wireless communications infrastructure company had lost 1.93% in the past month. In that same time, the Finance sector gained 3.02%, while the S&P 500 gained 2.5%.Analysts and investors alike will be keeping a close eye on ...

Windstream Wholesale (“WW”) recently announced an expansion in the Boston area at American Tower’s (AMT) CoreSite data center (BO1) located at 70 Inner Belt Rd., Somerville, MA. CoreSite is an AMT company that offers hybrid IT solutions. The expansion is set to take place early in the fourth quarter of 2024.This facility, encompassing 253,000 square feet, significantly bolsters Windstream Wholesale’s capacity to provide robust, low-latency connectivity solutions to a growing customer base in the region.The ...

sitox In a recent article, I highlighted some of my worst investments of 2024. Just like anyone else, I sometimes make mistakes in my analysis and end up suffering losses. At other times, my analysis might have been correct, but risk factors played out anyway, causing the investment to underperform. Today, I want to turn to some of my biggest wins of the year. This isn't to boast about them, but rather to identify what types of situations have delivered the best returns for us. I would note that these a ...

PM Images 2024 is cruising along. We have closed 7 months so far and are turning down the home stretch! Bert and his wife had a fantastic month of dividend income and are very excited to share it with the dividend investing community. In this article, we will detail our July Dividend Income summary! Why I Invest in Dividend Stocks I invest in dividend stocks to grow my passive income with dividend income. One day, my dividend income will be large enough to cover my monthly expenses and allow us to retir ...

FamVeld/iStock via Getty Images If you enjoyed watching the Olympics this month, then you may have caught the sensational games played by U.S. Men’s and Women’s Basketball teams against hard fought opponents from around the world. The Men’s gold medal match was particularly gripping as the U.S. played against the very talented and seasoned France team. While it was fairly close throughout the match, everyone knew it was over in the last minute of the game after Curry kept landing those 3-pointers, after ...