不疾而速H-宁波02-15 11:21
$Altice USA(ATUS)$
这股价对应着23年财报还有净利润5千多万,净现金流1.22亿,并且逐季在边际改善。24年应该能看到更大力度的开源节流,困境反转可期。
Net income (loss) attributable to stockholders was ($117.8) million (($0.26)/share
on a diluted basis) in Q4-23 and $53....查看全文
FlyPAI01-02 09:22
回复@不疾而速H-宁波: 当年利率只有0.25%,有时候负利率都能借到钱,要是能弄清楚他们并购贷款的利息计价方式:如果是基础利率*(1+x) ,能确认他们的浮动比例区间x是多少0.25-2?那么只要开始降息,并购类资产还自带杠杠$Altice USA(ATUS)$ $特许通讯公司(CHTR)$ $博通(AVGO)$//@不...查看全文
FlyPAI2023-12-31 20:29
$Altice USA(ATUS)$ 幸亏当年altice老板把整个资产按地区拆分。 葡萄牙资产出售之后应该altice老板的集团债务压力会小很多。查看全文
不疾而速H-宁波2023-12-31 15:13
$Altice USA(ATUS)$
Q3单个季度的OPFCF有5.62亿刀,并且逐季改善,超过利息支出4.07亿刀,FCF1.21亿刀。债务虽然庞大,总计252亿刀,24年到期的也只有8亿刀,随着降息周期的开启,财务压力会得到有效改善,整个资产的弹性加大。毕竟全美第三大的宽带业务接入商,如今只有十几亿美金的市值,也...查看全文
Altice USA据称考虑以高达200亿美元金额出售旗下位于美国中部和南部地区的有线和网络服务业务Suddenlink,正就此与高盛合作。 网页链接
$Altice USA(ATUS)$ S-3ASR - Automatic shelf registration statement of securities of well-known seasoned issuers Filed: 2019-06-11 AccNo: 0001410578-19-000409 Size: 374 KB 网页链接
$Altice USA(ATUS)$ 8-K - Current report Filed: 2019-06-06 AccNo: 0001628280-19-007671 Size: 99 KBItem 7.01: Regulation FD DisclosureItem 9.01: Financial Statements and Exhibits 网页链接
$Altice USA(ATUS)$ 8-K - Current report Filed: 2019-05-02 AccNo: 0001628280-19-005700 Size: 321 KBItem 2.02: Results of Operations and Financial ConditionItem 9.01: Financial Statements and Exhibits 网页链接
$Altice USA(ATUS)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2019-05-02 AccNo: 0001628280-19-005707 Size: 7 MB 网页链接
$Altice USA(ATUS)$ 美东时间 2019-05-02 盘后 披露财报,预期EPS 0.04 网页链接
$Altice USA(ATUS)$ 8-K - Current report Filed: 2019-04-10 AccNo: 0000947871-19-000280 Size: 28 KBItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers 网页链接
$Altice USA(ATUS)$ DEF 14A - Other definitive proxy statements Filed: 2019-03-21 AccNo: 0001628280-19-003207 Size: 1 MB 网页链接
$Altice USA(ATUS)$ DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material Filed: 2019-03-21 AccNo: 0001628280-19-003208 Size: 639 KB 网页链接
$Altice USA(ATUS)$ 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] Filed: 2019-03-01 AccNo: 0001628280-19-002370 Size: 33 MB 网页链接
$Altice USA(ATUS)$ 8-K - Current report Filed: 2019-02-22 AccNo: 0001628280-19-001769 Size: 566 KBItem 2.02: Results of Operations and Financial ConditionItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensator...