FINWIRES · TerminalLIVE
FINWIRES

研究報告提醒:CFRA 將 Verizon Communications 股票評級從「賣出」上調至「持有」。

By

-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:我們將Verizon未來12個月的目標價上調10美元至50美元,並採用7.4倍的EV/EBITDA倍數對2026年的業績進行估值,與同業平均水平相當。我們將Verizon 2026年的每股盈餘預期調高0.03美元至4.93美元,並將2027年的每股盈餘預期上修0.08美元至5.25美元。 Verizon的扭虧為盈計畫正在穩步推進並取得進展,這得益於一項旨在重塑營運和客戶服務的全面轉型計劃。該轉型計劃使Verizon在核心營運指標方面實現了強勁的季度表現,並將業績轉化為十多年來未見的穩健營運和財務成果。考慮到這是丹舒爾曼擔任執行長後的第一個完整季度,這一成就令人印象深刻。由於業績扭虧為盈,Verizon提高了其2026年調整後每股收益成長預期和後付費手機淨新增用戶數預期。我們注意到,仍有一些領域需要改進。儘管整體淨新增用戶數為正,但消費者後付費手機淨流失用戶數為3.5萬部,顯示消費者業務領域仍面臨挑戰。

Related Articles

Asia

Sichuan Biokin Pharma's Q1 Loss Balloons Despite Revenue Growth; Shares Up 3%

Sichuan Biokin Pharmaceutical's (SHA:688506) attributable net loss ballooned to 774.6 million yuan in the first quarter from 531.4 million yuan a year earlier.Loss per share likewise widened to 1.88 yuan from 1.33 yuan, the pharmaceutical company said in a Shanghai bourse filing on Tuesday.Revenue, however, jumped 40% to 94.6 million yuan from 67.4 million yuan, which Biokin attributed to increased market demand for its products.Shares of the company fell nearly 3% in recent trade.

$SHA:688506
Asia

Antipa Minerals Says Prefeasibility Study for Western Australia Copper-Gold Project on Track for September Quarter

Antipa Minerals (ASX:AZY) said the prefeasibility study for the Minyari copper-gold project in Western Australia is on track for completion in the September quarter, according to a Tuesday Australian bourse filing.The study's metallurgical testwork confirmed that the gold is free-milling and readily leachable through conventional carbon-in-leach processing, with gold recoveries ranging from 89% to 98%, and optimal grind sizes of around 75 micrometers to 106 micrometers.Its shares fell 1% in recent trading on Tuesday.

$ASX:AZY
Asia

Montage Technology's Q1 2026 Profit Jumps 61%

Montage Technology (HKG:6809, SHA:688008) booked 847.4 million yuan in attributable profit for the first quarter of 2026, up 61% from 525.3 million yuan a year earlier, according to a Hong Kong bourse filing Monday.The Chinese chip designer's Shanghai shares fell 3% while Hong Kong shares gained 1% during Tuesday's morning trade.Earnings per share were 0.73 yuan, compared with 0.46 yuan in the prior year.Revenue rose 20% year on year to 1.46 billion yuan, figures showed.

$HKG:6809$SHA:688008