-- 德意志銀行在周五發送的電子郵件報告中指出，鑑於寬頻市場競爭環境充滿挑戰，康卡斯特（Comcast，股票代碼：CMCSA）的股價未來上漲空間有限。 該券商將康卡斯特的股票評級從“買入”下調至“持有”，並將12個月目標價從35美元下調至34美元。 這家媒體和網路連線巨頭的股價週五暴跌13%，至27.56美元。前一天，該公司公佈的第一季業績強於預期，推動股價上漲7.7%。截至4月12日的一周內，該股累計上漲6.1%。 德意志銀行分析師布萊恩·克拉夫特（Bryan Kraft）表示，鑑於近期股價上漲，康卡斯特股價“上漲空間有限”，難以達到34美元的目標價。克拉夫特也表示，強勁的第一季業績不太可能「在未來幾季完全重現」。 該券商表示，隨著電信營運商AT&T (T) 和Verizon (VZ) 不斷擴展其光纖網絡，以及低地球軌道衛星星座尋求搶佔市場份額，寬頻競爭日益激烈。 此外，Kraft 寫道，行動網路營運商正在購買更多頻譜，以提升網路容量並擴大其固定無線用戶群。 Comcast第一季業績得益於米蘭-科爾蒂納冬奧會和第60屆超級盃帶來的22億美元營收成長。該公司第一季營收年增5.3%，達314.6億美元。 Kraft補充說：“鑑於我們認為未來幾年合併財務報表（息稅折舊攤銷前利潤）和自由現金流的增長前景較為疲軟，我們認為目前的估值水平較為合理。”
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Fortescue Faces Pressure From Iron Bridge Weakness, Green Energy Shift, Jefferies Says
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