异动解读|特许通讯盘中下跌5.04%,巨额融资叠加基本面承压拖累股价

行情直击
Aug 12

8月12日,特许通讯盘中下跌5.04%,报149.735美元/股,成交额5378.28万美元。

消息面上,公司近日完成47.5亿美元高级担保票据定价,涵盖四个系列,票面利率介于6.05%至7.85%之间,所募资金将用于部分支付对Cox Communications的收购。同时,公司还推出总额上限20亿美元的债券置换计划,以现金及新票据交换七系列存量债券。大规模举债加重了市场对公司财务杠杆的担忧。

基本面方面,公司Q2宽带用户流失17.2万,摩根士丹利指出Starlink扩张持续冲击有线宽带;多家投行大幅下调目标价,其中高盛降至125美元维持卖出,富国银行降至101美元维持低配。管理层预计全年独立EBITDA同比下降约1%,行业竞争格局持续恶化。

特许通讯是美国领先的宽带连接公司,以Spectrum品牌为41个州的住宅和商业客户提供互联网、移动、电视和语音服务。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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