The hottest names this week were BBGI (168bps better than the S&P), TRCO (71bps), CHTR (30bps).
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The hottest names this week were GTN (880bps better than the S&P), ATUS (421bps), DISH (397bps), DISCA (290bps), CHTR (236bps), and CMCSA (236bps).
Most of last week, we were on the road (and in the air) meeting with investors from NYC all the way up to Toronto. No surprise that conversations were dominated by CBS/VIAB. But what DID intrigue was: (1) synergy expectations have come down; and (2) some investors have become all bulled up over Joe potentially staying on. In this note, we run some new PF CBS-VIAB math and see potential upside any way you cut it. We reiterate our Outperform on CBS ($65) & VIAB ($48).
The hottest names this week were ATUS (390bps better than the S&P), BBGI (367bps), CMLS (339bps), MDP (152bps), and FOXA (82bps).
The hottest names this week were CMLS (778bps better than the S&P), CCO (570bps), FOXA (323bps), DIS (245bps), and DISCA (234bps).
The hottest names this week were CABO (130bps better than the S&P), BBGI (90bps), DISCA (41bps), DIS (27bps), and ATUS (16bps).
Given increasing concerns around the Pay-TV ecosystem, we stressed our cable, media and broadcast models to see what happens to a variety of financial and val. metrics should video sub losses accelerate an incremental 100bps, 200bps, 300bps, 400bps and 500bps from current forecasts.
CBS’s CEO Joe Ianiello spoke at an Investor Conference today(06/05/19), and we wanted to highlight a few quick takeaways from his commentary.
The hottest names this week were DISH (585bps better than the S&P), VIAB (513bps), CBS (300bps), TRCO (254bps), and CHTR (234bps).
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