Comcast (CMCSA) closed the most recent trading day at $37.98, moving -0.63% from the previous trading session. The stock fell short of the S&P 500, which registered a gain of 0.73% for the day. Elsewhere, the Dow saw an upswing of 0.16%, while the tech-heavy Nasdaq appreciated by 0.98%.Coming into today, shares of the cable provider had lost 12.08% in the past month. In that same time, the Consumer Discretionary sector gained 0.86%, while the S&P 500 gained 0.34%.Analysts and investors alike will be keeping ...

The most recent trading session ended with Comcast (CMCSA) standing at $39.71, reflecting a +0.46% shift from the previouse trading day's closing. The stock fell short of the S&P 500, which registered a gain of 0.82% for the day. At the same time, the Dow lost 0.22%, and the tech-heavy Nasdaq gained 1.77%.Shares of the cable provider witnessed a loss of 10.24% over the previous month, trailing the performance of the Consumer Discretionary sector with its gain of 5.32% and the S&P 500's gain of 0.8%.Investor ...

文章核心观点 - 尽管美联储已经开始降息，选举也已经结束，但股市并未显示出任何降温的迹象 11月是SPDR S&P 500表现最好的月份 [1] 分析师背景 - 分析师拥有西北大学分析学硕士学位和会计学学士学位 在投资领域工作超过10年，从分析师逐步晋升到管理职位 个人爱好是股息投资 [1] 分析师披露 - 分析师在所提及的公司中没有任何股票、期权或类似衍生品头寸 未来72小时内也没有计划建立任何此类头寸 文章为分析师个人撰写，表达个人观点 分析师未因本文获得除Seeking Alpha以外的任何补偿 分析师与本文提及股票的公司无业务关系 [2] Seeking Alpha披露 - 过去的表现不能保证未来的结果 本文不构成任何投资是否适合特定投资者的建议或意见 上述观点和意见可能不代表Seeking Alpha的整体立场 Seeking Alpha不是持牌证券交易商、经纪人或美国投资顾问或投资银行 分析师包括专业投资者和未获得任何机构或监管机构许可或认证的个人投资者 [3]

In the latest market close, Comcast (CMCSA) reached $43.19, with a +1.48% movement compared to the previous day. This move outpaced the S&P 500's daily gain of 0.56%. Elsewhere, the Dow saw an upswing of 0.42%, while the tech-heavy Nasdaq appreciated by 0.83%.Coming into today, shares of the cable provider had lost 2.54% in the past month. In that same time, the Consumer Discretionary sector gained 8.74%, while the S&P 500 gained 3.11%.The investment community will be paying close attention to the earnings ...

文章核心观点 - 讨论了Nvidia、Comcast和MicroStrategy的最新动态,以及EastGroup Properties的业务和管理情况 [2][4][6][15][24] Nvidia - Nvidia的季度表现出色,数据中心业务收入同比增长超过100%,达到145亿美元 [4] - 公司毛利率高达75-76%,远超竞争对手Intel和AMD [5] - 尽管Nvidia的季度表现符合预期,但由于基数较大,未来增长可能放缓 [4] Comcast - Comcast计划剥离其有线电视资产,包括USA Network、MSNBC和CNBC,估值约70亿美元 [6] - 剥离原因包括资本配置决策、不同业务部门增长速度差异等 [7][8] - 剥离后的新公司将作为一个"资金充足的初创企业"运营,但市场对这一消息反应平淡 [12][13] MicroStrategy - MicroStrategy计划发行25亿美元的零息可转换债券,用于购买比特币 [15] - 这种零息可转换债券并不常见,投资者需谨慎 [16][17] - 一些机构投资者可能出于对冲目的购买这些债券 [19] EastGroup Properties - EastGroup Properties是一家专注于美国南部地区的工业房地产投资信托基金 [24] - 公司业务受益于电子商务增长、人口向南部迁移和供应链优化等趋势 [25][26] - 尽管规模较小,但公司拥有高度多元化的租户基础,前十大租户仅占年租金收入的8% [27] - 公司管理团队表现出色,CEO Marshall Loeb自2016年上任以来,公司股价表现优于标普500指数80个百分点 [29] - 公司财务状况稳健,债务与市值比率仅为16.9%,债务与EBITDA比率低于4倍 [32][33] - 预计未来五年股价年化回报率在10-15%之间,但当前估值略高 [34][35][36]

Comcast chairman and CEO Brian Roberts just sold $20.4 million worth of stock in the media giant. The circa 469.5 million Class A common shares were divested on Tuesday, according to an SEC filing. It’s not a significant part of his holdings and Deadline hears the sale is for year-end planning purposes, which is not unusual. Most of the shares sold were from awards of restricted stock units that were part of Robert’s compensation package this year, with a smaller portion from exercising options. Along with ...

(Photo by Gary Hershorn/Getty Images)Getty ImagesDeal Overview Comcast Corp (NASDAQ: CMCSA, $43.20; Market Capitalization: $165.3 billion), a massive conglomerate that provides broadband services, operates theme parks and a media company that includes NBC and affiliated properties, is planning to spin off a large part of its NBCUniversal’s cable TV channels into a separate publicly traded company (SpinCo). The transaction will be structured as a tax-free spin to existing shareholders.Post Spin-off, the Spi ...

电影《Wicked》相关 - 预计国内首映票房达1.14亿美元为百老汇改编电影史上最高首映票房全球票房将达1.642亿美元[1] - 10月下旬跟踪预测票房约8000万美元后升至1.2亿 - 1.4亿美元因基于热门音乐剧难以预测最终票房[2] - 1.14亿美元的票房将使该电影成为2024年国内首映票房第三高的电影[3] 电影《Gladiator II》相关 - 预计国内票房为5550万美元低于预期的6000万 - 8000万美元全球本周末结束时预计达2.21亿美元[4] 整体周末票房相关 - 本周末《Wicked》和《Gladiator II》组合票房超2亿美元对整体年度票房有推动作用目前年度票房较2023年同期落后约11%[6] 电影《Moana 2》相关 - 预计在感恩节五天假期内票房达1亿美元[7]

A free-market cable regulator gets nominated as chair of the Federal Communications Commission, setting tongues wagging on Wall Street that much-needed dealmaking will take place. One of the largest media organizations in the world dramatically alters its business model, separating its cable programming from much of the rest of its company to set itself up for some dealmaking.Coincidence? Not even close, according to telecom bankers and lawyers assessing this week’s developments on Wall Street and in Washin ...

Goldman Sachs analyst Michael Ng maintained a Buy rating on Comcast Corp CMCSA with a price target of $50.On November 20, 2024, Comcast announced plans to spin off select cable networks and digital assets into a new publicly traded entity called SpinCo.The proposed spin-off aims to streamline Comcast’s operations and enhance growth by separating its cable networks and complementary digital assets from its broader media and streaming divisions.Also Read: Taiwan Semiconductor Plans New Factories To Boost Dome ...