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Shaw Communications (SJR) Q1 2021 Earnings Call Transcript

Operator Thank you for standing by. Welcome to Shaw Communications first-quarter 2021 conference call and webcast. Today s call will be hosted by Mr. Brad Shaw, executive chair and chief executive officer of Shaw Communications. [Operator instructions] Before we begin, management would like to remind listeners that comments made during today s call will include forward-looking information and there are risks that actual results could differ materially. Please refer to the companies publicly filed documents for more details on assumptions and risks. Mr. Shaw, I will now turn the call over to you. Brad Shaw Executive Chairman and Chief Executive Officer Thank you, operator. Good morning, everyone. Happy New Year and thanks for joining us to discuss our Q1 results. With me today are members of our senior management team including our president, Paul McAleese; our chief financial corporate development officer, Trevor English.

Morgan Stanley Downgrades AT&T Stock

Order Reprints Text size Pedestrians wearing protective masks walk past a AT&T store in San Francisco in July. David Paul Morris/Bloomberg AT&T has recently weathered concerns that gave the stock a bumpy ride in 2020, but analysts at Morgan Stanley believe things may well get worse again from here. The stock (ticker: T) started the year just below $40, but dropped as low as $26.77 in late March’s steep market selloff. It rebounded above $33 in the early summer, then slid again as investors worried about the sustainability of AT&T’s dividend payment given needs for major capital investment in 5G, HBO Max, and fiber-optic cable. Shares hit their 2020 low on Oct. 28, closing at $26.50.

AT&T Declines as Morgan Stanley Questions 5G Strategy

AT&T Declines as Morgan Stanley Questions 5G Strategy TheStreet 12/17/2020 © TheStreet AT&T Declines as Morgan Stanley Questions 5G Strategy Shares of telecom and media company AT&T fell Thursday after analysts at Morgan Stanley downgraded the stock and lowered their price target on concerns about risks tied to the company s 5G plans. The analysts downgraded AT&T shares to equal-weight from overweight and reduced its price target to $34 from $36 per share. 1) We are increasingly concerned that the C-Band spectrum auction will be more expensive than expected, creating incremental strategic and financial risk for AT&T, 2) We see a robust 5G smartphone upgrade cycle in 2021 which creates risks for AT&T based on our proprietary AlphaWise analysis and 3) Lack of near-term catalysts after a dividend freeze and provision of early guidance on 2021 free cash flow, wrote analyst Simon Flannery.

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