Altice « Terug naar discussie overzicht

Altice, december 2017, bodem bereikt ?

7.364 Posts, Pagina: « 1 2 3 4 5 6 ... 87 88 89 90 91 92 93 94 95 96 97 ... 365 366 367 368 369 » | Laatste
bram_mutsaarts
0
Kom op, geef nou niet alles prijs wat we gisteren hebben genomen. Het huidige plaatje ziet er onheilspellend uit.
charlieb
0
quote:

bartvde schreef op 6 december 2017 11:51:

[...]
ja heb ze nog Charlie
Toch nog...? Mss zakt die weer door de 7 euro heen..?
Jammer....gisteren dik 7% in de plus gesloten..., nu toch alweer de helft ingeleverd..., dat is nu weer typisch het patroon v de handel in Altice...eerst ff flink up, vervolgens hard omlaag...pfff
Charlie
Trx7
0
Is Altice N.V. (ENXTAM:ATC) Undervalued?

Altice N.V. (ENXTAM:ATC) has an ERP5 rank of 18546. The ERP5 Rank is an investment tool that analysts use to discover undervalued companies. It looks at the stock’s Price to Book ratio, Earnings Yield, ROIC and 5 year average ROIC. The lower the rank, the more undervalued a company is considered to be.

FCF Yield 5yr Avg

The FCF Yield 5yr Average is calculated by taking the five year average free cash flow of a company, and dividing it by the current enterprise value. Enterprise Value is calculated by taking the market capitalization plus debt, minority interest and preferred shares, minus total cash and cash equivalents. The average FCF of a company is determined by looking at the cash generated by operations of the company. The Free Cash Flow Yield 5 Year Average of Altice N.V. (ENXTAM:ATC) is .

Technicals & Ratios

The EBITDA Yield is a great way to determine a company’s profitability. This number is calculated by dividing a company’s earnings before interest, taxes, depreciation and amortization by the company’s enterprise value. Enterprise Value is calculated by taking the market capitalization plus debt, minority interest and preferred shares, minus total cash and cash equivalents. The EBITDA Yield for Altice N.V. (ENXTAM:ATC) is 0.113530.

The Earnings to Price yield of Altice N.V. (ENXTAM:ATC) is -0.282815. This is calculated by taking the earnings per share and dividing it by the last closing share price. This is one of the most popular methods investors use to evaluate a company’s financial performance. Earnings Yield is calculated by taking the operating income or earnings before interest and taxes (EBIT) and dividing it by the Enterprise Value of the company. The Earnings Yield for Altice N.V. (ENXTAM:ATC) is 0.019349.

Earnings Yield helps investors measure the return on investment for a given company. Similarly, the Earnings Yield Five Year Average is the five year average operating income or EBIT divided by the current enterprise value. The Earnings Yield Five Year average for Altice N.V. is .

Q.i. Value

The Q.i. Value of Altice N.V. (ENXTAM:ATC) is 28.00000. The Q.i. Value is another helpful tool in determining if a company is undervalued or not. The Q.i. Value is calculated using the following ratios: EBITDA Yield, Earnings Yield, FCF Yield, and Liquidity. The lower the Q.i. value, the more undervalued the company is thought to be.

Quant Scores

The M-Score, conceived by accounting professor Messod Beneish, is a model for detecting whether a company has manipulated their earnings numbers or not. Altice N.V. (ENXTAM:ATC) has an M-Score of -3.119917. The M-Score is based on 8 different variables: Days’ sales in receivables index, Gross Margin Index, Asset Quality Index, Sales Growth Index, Depreciation Index, Sales, General and Administrative expenses Index, Leverage Index and Total Accruals to Total Assets. A score higher than -1.78 is an indicator that the company might be manipulating their numbers.

The Value Composite One (VC1) is a method that investors use to determine a company’s value. The VC1 of Altice N.V. (ENXTAM:ATC) is 40. A company with a value of 0 is thought to be an undervalued company, while a company with a value of 100 is considered an overvalued company. The VC1 is calculated using the price to book value, price to sales, EBITDA to EV, price to cash flow, and price to earnings. Similarly, the Value Composite Two (VC2) is calculated with the same ratios, but adds the Shareholder Yield. The Value Composite Two of Altice N.V. (ENXTAM:ATC) is 51.

Investors may be interested in viewing the Gross Margin score on shares of Altice N.V. (ENXTAM:ATC). The name currently has a score of 42.00000. This score is derived from the Gross Margin (Marx) stability and growth over the previous eight years. The Gross Margin score lands on a scale from 1 to 100 where a score of 1 would be considered positive, and a score of 100 would be seen as negative.

At the time of writing, Altice N.V. (ENXTAM:ATC) has a Piotroski F-Score of 4. The F-Score may help discover companies with strengthening balance sheets. The score may also be used to spot the weak performers. Joseph Piotroski developed the F-Score which employs nine different variables based on the company financial statement. A single point is assigned to each test that a stock passes. Typically, a stock scoring an 8 or 9 would be seen as strong. On the other end, a stock with a score from 0-2 would be viewed as weak.
Trx7
0
quote:

KaPeeN63 schreef op 6 december 2017 11:56:

wat zijn de overeenkomsten tussen
Drahi en Draghi
Allebei GS draken
charlieb
0
quote:

Terex7 schreef op 6 december 2017 11:58:

[...]

Allebei GS draken
Terex7.., zit je ook inAltice...? Jouw info v Bloomberg..., wat vind jij ervan?
Charlie
[verwijderd]
0
Wat ik gisteren al zei
een stijging op lucht
we gaan vandaag ONDER de 7 sluiten en de rest vd week nieuwe lows opzoeken richting de 5.75/6.00
gerrit 69
0
quote:

gerrit 69 schreef op 5 december 2017 12:56:

Het technisch herstel gaat vanaf maandag volgens het boekje.
De eerst volgende weerstand is op € 7,50 en daarna ruimte tot € 8,20
Toch durf ik niet te enthousiast te worden dat Altice dit jaar veel verder zal stijgen.
Een nieuwe terugval ligt bij dit aandeel op de loer als er iets negatiefs word geschreven.
www.adnbeursanalyse.nl/Aandelen/ATC-g...
Vandaag even testen waar weer een bodem is te vinden en dat lijkt rond de € 7,20 te zijn.
Trx7
0
quote:

charlie b schreef op 6 december 2017 12:01:

[...]
Terex7.., zit je ook inAltice...? Jouw info v Bloomberg..., wat vind jij ervan?
Charlie
Zat er even in. Ik weet het niet. Het grappige is natuurlijk dat er als een shortsqueeze in ATUS komt, dit 1 op 1 effect heeft op Altice in NL. Ik blijf nog langs de zijlijn.
[verwijderd]
0
quote:

moneymaker_BX schreef op 6 december 2017 12:10:

Wat ik gisteren al zei
een stijging op lucht
we gaan vandaag ONDER de 7 sluiten en de rest vd week nieuwe lows opzoeken richting de 5.75/6.00
ja precies.en vanavond slot op 7.5+
[verwijderd]
0
quote:

gerrit 69 schreef op 6 december 2017 12:12:

[...]
Vandaag even testen waar weer een bodem is te vinden en dat lijkt rond de € 7,20 te zijn.
klopt. 7.18 is genoeg , dat was gisteren keerpunt op 1dag grafiek
YR/YR
0
quote:

KaPeeN63 schreef op 6 december 2017 11:36:

[...]

Ze kunnen niet aflossen; rente kunnen ze nu met moeite betalen; rente gaat ook nog oplopen in komende jaren, dus hogere lasten.

Wat ik mij afvraag wat nu precies de waarde (assets) is van Altice.
Is dat 50 miljard, dan kan je theoretisch toch ca. 50 miljard lenen?
Het is net een huis; waarde 300.000 euro; hypotheek ca. 80% van 300.000;
Afhankelijk van inkomen( 1 of 2 stuks) beoordeelt bank of je die lening krijgt.
Altice doet het in het groot (en het is hen ook nog gelukt).


wat een onzin post. Lees aub de Q3 resultaten en kom dan weer terug.
KaPeeN63
0
quote:

YR/YR schreef op 6 december 2017 12:44:

[...]

wat een onzin post. Lees aub de Q3 resultaten en kom dan weer terug.
We zullen zien wie gelijk krijgt; voorlopig staat het 1-0.
Ik hoop niet voor je dat je aandelen hebt op prijs nivo 14,00 en/of hoger.
met vriendelijk groetjes.
[verwijderd]
0
Altice staat imo te laag, maar ik betwijfel of het bedrijf met een oplopende rente niet te duur gefinancierd blijkt.
Drs P.
0
Nog een lange weg te gaan en veel geduld voor LT beleggers denk ik zo..

Cable Billionaire Stays In His $59 Billion Comfort Zone
By Lionel Laurent
ERIC PIERMONT VIA GETTY
Lionel Laurent

Facebook
Twitter
Email
Print
Share
Dec 5, 2017 7:10 AM EST
GOLDMAN SACHS GROUP INC-2.32
AT CLOSING, DEC 5TH
248.33 USD
Patrick Drahi, the telecoms billionaire whose debt-fueled expansion spree is running out of steam, is finding it hard to break free of a downward markets spiral.A full-blown bear attack is still ongoing after last month's profit warning from Altice SA, the Drahi holding company. Hedge funds have piled up negative bets on a stock that's fallen 56 percent since the end of October. Pressure to cut the 50 billion-euro ($59 billion) debt is rising. Bonds have sold off and the cost of insuring against default has spiked. Lending bankers at Goldman Sachs Group Inc. even looked to cut some of their exposure at one point, according to the FT, which can be interpreted either as good risk management or loss of faith in a key client.
Spiral of Gloom
Altice shares keep falling despite a change of tune, and asset sales, from Patrick Drahi

Source: Bloomberg
Despite all of this, Drahi still hasn't been forced out of his comfort zone.While the billionaire isn't exactly doing nothing to ease the pressure, he's hardly caving in. His executives promise a "back to basics" push to curb spending and leverage, a new direction for a company that's been linked to a bid for John Malone-backed Charter Communications Inc. (enterprise value: $168.5 billion).
Paris, We Have A Problem
Forward 2-yr EBITDA forecast changes show Altice as the outlier among French telcos

Source: Bloomberg
But actual change has been pretty meager. There was the agreement to sell some Swiss operations valued at a little more than $200 million, which is like chipping away at a glacier with a fork. Altice's towers or its Dominican Republic unit could fetch more, but these deals are theoretical at this point. Selling a core business would ease more of the debt fears, but that would be a painful climbdown.Signals from the empire suggest there's no need for anything drastic or panicked. The company has cash in the bank, a positive outlook for free cash flow, and no major refinancing until 2022. Its founder owns most of the shares. Sell-side analysts suggest the stock should be double where it is today.So it's tempting to ride out the storm, while drip-feeding anxious investors some minor disposals. Volatile markets sometimes take care of themselves. Altice shares bounced a bit this week after a record low on Monday, suggesting stop-loss orders perhaps being triggered.The risk with such a strategy is that it leaves Altice ill-prepared for an exogenous shock or sudden loss of confidence. Altice was the worst bond performer among euro high-yield peers on Monday, weighed down by the FT's Goldman report. Again, there may be natural reasons for the bank's deliberations. S&P Global Ratings cut its outlook on Altice to negative from stable in November, which may have triggered automatic changes to its risk profile. But any selling pressure on Altice debt only makes it harder to pacify markets.This standoff between a patient tycoon and impatient investors could go on a while. The optimistic view is that Altice has time to restructure its French operations, paring back content ambitions while rolling out its network, all while profiting from U.S. growth. But attempts to get France motoring have dragged on a couple of years now. Without a turnaround, or more asset sales, Drahi won't always have the luxury of sitting back.This column does not necessarily reflect the opinion of Bloomberg LP and its owners.To contact the author of this story:
Lionel Laurent in London at llaurent2@bloomberg.net
7.364 Posts, Pagina: « 1 2 3 4 5 6 ... 87 88 89 90 91 92 93 94 95 96 97 ... 365 366 367 368 369 » | Laatste
Aantal posts per pagina:  20 50 100 | Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met uw e-mailadres en wachtwoord.

Direct naar Forum

Markt vandaag

 AEX
924,10  -1,03  -0,11%  07 feb
 Germany40^ 21.738,40 -0,75%
 BEL 20 4.337,66 +0,00%
 Europe50^ 5.319,41 -0,11%
 US30^ 44.342,20 0,00%
 Nasd100^ 21.508,40 0,00%
 US500^ 6.029,92 0,00%
 Japan225^ 38.404,40 0,00%
 Gold spot 2.860,78 0,00%
 EUR/USD 1,0284 -0,42%
 WTI 70,95 0,00%
#/^ Index indications calculated real time, zie disclaimer

Stijgers

THEON INTERNAT +8,28%
AMG Critical ... +3,34%
Aperam +2,47%
UMG +2,27%
AZERION +1,83%

Dalers

EBUSCO HOLDING -4,60%
ALLFUNDS GROUP -3,49%
TomTom -2,57%
BESI -2,41%
IMCD -2,38%

EU stocks, real time, by Cboe Europe Ltd.; Other, Euronext & US stocks by NYSE & Cboe BZX Exchange, 15 min. delayed
#/^ Index indications calculated real time, zie disclaimer, streaming powered by: Infront