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Comcast stock serves as an 'underrated defense,' Morgan Stanley says

Comcast stock serves as an 'underrated defense,' Morgan Stanley says

摩根士丹利(MorganStanley)説,康卡斯特股票是一種被低估的防禦措施。
道琼斯 ·  2020/04/02 22:56

MW Comcast stock serves as an 'underrated defense,' Morgan Stanley says

摩根士丹利(MorganStanley)説,MW康卡斯特股票起到了被低估的防禦作用。

Comcast Corp. shares (CMCSA) can act as an "underrated defense" during the uncertain period brought on by the COVID-19 outbreak, Morgan Stanley analyst Benjamin Swinburne wrote Thursday. "Comcast's cable business, anchored by broadband and representing 70%+ of [earnings before interest, taxes, depreciation and amortization], offers investors unique exposure to predictable growth through this macro shock," he wrote. "At current prices, that more than offsets the unique pressure at NBCU and Sky." Swinburne argued that the company's broadband business serves as a "clear secular growth driver" as more people work from home during the novel coronavirus outbreak. He reiterated an overweight rating on the stock but lowered his price target to $45 from $53. Comcast shares are up 4.5% in morning trading Thursday. The stock has fallen 20% over the past month as the S&P 500 has lost 19%.

摩根士丹利(MorganStanley)分析師本傑明·斯温伯恩(Benjamin Swinburne)週四寫道,康卡斯特公司(Comcast Corp.)的股票在COVID-19爆發所帶來的不確定時期可以起到“低估防禦”的作用。康卡斯特的有線業務,以寬帶為基礎,佔70%以上[利息、税款、折舊和攤銷前收益]他寫道,通過這種宏觀衝擊,為投資者提供了獨特的可預測增長機會。“以當前價格計算,這足以抵消NBCU和Sky的獨特壓力。”斯温伯恩認為,在新的冠狀病毒爆發期間,隨着越來越多的人在家工作,該公司的寬帶業務起到了“明顯的長期增長動力”的作用。他重申了對該股的超重評級,但將股價目標從53美元下調至45美元。康卡斯特股價週四早盤上漲4.5%。標準普爾500指數(S&P 500)已下跌19%,該股在過去一個月下跌了20%。

-Emily Bary; 415-439-6400; AskNewswires@dowjones.com

-Emily Bary;415-439-6400;AskNewswres@dowjones.com



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April 02, 2020 10:56 ET (14:56 GMT)

2020年4月2日10:56(格林尼治時間14:56)

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