$CMCSA (+0,53 %) Sottovalutata del 35% - Fair value 54$ 🟢 DivYield 3,11% - Payout Ratio 31,79%
ComcastUS20030N1019CMCSACMCSA
What we can expect from tomorrow:
Monday:
- SAP ($SAP (+2,96 %)) Verizon, Communications ($VZ (-0,4 %)) Ryanair Holdings ($RYAAY),
- Truist Financial ($TFC (+1,51 %)) report figures
Tuesday:
- Existing property sales (June)
- Alphabet ($GOOGL (+0,99 %)), Tesla ($TSLA (+6,49 %)), Visa ($V (-1,68 %)), Coca-Cola ($KO (-1,76 %)), GE Aerospace ($GE (+0,91 %)), Comcast ($CMCSA (+0,53 %)), United Parcel Service ($UPS (-1,9 %)) report figures
Wednesday:
- S&P Global Flash Composite U.S. PMI (July)
- New real estate sales (June)
- Advance International Trade (June)
- Advance retail inventories (June)
- Advance wholesale stocks (June)
- Thermo Fisher Scientific ($TMO), IBM ($IBM (-1,49 %)), ServiceNow ($NOW (+2,68 %)), AT&T ($T (-2,2 %)) report figures
Thursday:
- Gross Domestic Product (GDP) (Q2)
- Durable goods orders (June)
- FigVie ($ABBV (-0,32 %)), AstraZeneca ($AZN (-0,35 %)), Union Pacific Corp ($UNP (-1,26 %)), Unilever ($UL (-0,43 %)), Honeywell International ($HON (+0,31 %)) - report figures
Friday:
- Personal Consumption Expenditure (PCE) Index (June)
- Consumer Sentiment (July)
- Bristol Myers Squibb ($BMY (-1,79 %)), Colgate-Palmolive ($CL (-1,52 %)), 3M ($MMM (+0,41 %)) report figures
$CMCSA (+0,53 %) The US telecommunications group Comcast has announced that it has signed an agreement with Starlink from SpaceX has signed an agreement.
This is intended to provide satellite-based connectivity to business customers in regions with limited network access.
Comcast provides broadband to 2.5 million business customers in the USA.
Disney ($DIS (-0,71 %) ) and Comcast ($CMCSA (+0,53 %) ) are in final negotiations on the valuation of Hulualthough the two companies have very different estimates. Disney values Hulu at 27.5 billion US dollarswhile Comcast increased the value to over 40 billion US dollars estimates.
Both companies have their valuations RBC Capital ($RY (+2,68 %) ). However, differences in the valuation process have caused the talks to stall, raising the possibility of a legal proceedings increased.
Hulu has 50 million subscribers and is central to Disney's direct-to-consumer strategy and was recently integrated into the Disney+ app. Disney aims to achieve profitability in the streaming segment by the end of the streaming segment while Comcast its focus on its own streaming service Peacock service.
Negotiations continue as both sides await RBC Capital's independent valuation to resolve the ownership dispute to settle the ownership dispute.