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Comcast Corp Class A (CMCSA US)
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293
Analysis
Consumer Discretionary
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United States
Comcast Corporation provides media and television broadcasting services. The Company offers video streaming, television programming, high-speed internet, cable television, and communication services. Comcast serves customers worldwide.
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bearish
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Calix Inc
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24 Sep 2021 21:17
CALX: Risk of Throttling Growth
A slowdown in subscriber adds should lead to CALX experiencing a slowdown in spending from small broadband service providers, who do not have the...
BWS Financial Inc
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338 Views
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bullish
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SPDR S&P Oil & Gas Exploration
•
25 Aug 2021 10:59
U.S. Equity Index and Sector Breakdowns Remain Absent; Buying Communications & Services Stocks
Until we start to see breakdowns at the Sector and index level, we remain constructive overall. Charts highlighted: XOP, JETS, S&P 500, IWM, IWC,...
Vermilion Research
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132 Views
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bearish
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The Walt Disney Co
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15 Aug 2021 16:16
Disney 3Q21: We’re Cautious on Streaming
After breaking out Disney+Hotstar's business and Hulu's advertising contribution, we have a valuation~20-25% lower than we used to ascribe to...
Aaron Gabin
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206 Views
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bullish
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Comcast Corp Class A
•
06 Aug 2021 22:37
Comcast Corporation - Investment Thesis, Key Drivers, Financial & Price Forecasts, DCF Valuation
Comcast continues to be an undervalued media conglomerate given the negative perception associated with the struggling business of NBCUniversal's...
Baptista Research
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11 Views
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bullish
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Netflix Inc
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21 Jul 2021 08:09
Netflix 2Q21: Game On
We have turned bullish on Netflix recently because we see the pace of sub growth reaccelerating in the back half of 2021. The flattish AH reaction...
Aaron Gabin
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181 Views
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