T-Mobile在价格战中损失最大 -- 市场观察

投资观察
Nov 21

0757 ET - Oppenheimer分析师Timothy Horan指出,T-Mobile的竞争对手正在降低价格,这可能会结束其长达十年的市场份额大幅增长。他因此将T-Mobile的股票评级从“跑赢大盘”下调至“持平”。康卡斯特已大幅降低宽带价格,而Verizon的新领导层可能会着手将其行业最高的定价与同行对齐。T-Mobile在这种竞争环境中损失最大。Horan表示:“我们怀疑这种激烈竞争将持续一到两年,最终TMUS可能会考虑提价并减缓市场份额的增长。在此期间,可能会面临估值压缩。”T-Mobile在盘前交易中下跌1%。(nicholas.miller@wsj.com)

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