6G·

Sale

I have decided to sell my investment in American Tower at a loss. The reason for this is that there are new entrants with the prospect of entering the competition, such as Spacelink. Competition among existing competitors is also getting tougher, which is squeezing margins. Debt is also very high, which may have a negative impact on future dividend growth, as profit growth no longer looks so rosy either.

Opinions?

25.09

American Tower

Venduto x165 a 163,52 €

26.980,80 €

21,54%

6 Commenti

Max@Divident_e

Now the opinions are probably too late

•

The W.@thewolfofallstreetz

Why did you invest there to begin with? What was your reasoning?

•

W0tstock@W0tstock

Solid share price performance, solid dividend growth and a safe bet as a real estate company

••

W0tstock@W0tstock

So planned for the long term, had bought at the beginning of 2022, but in my opinion the outlook is clouding over despite the interest rate cut

••

Legend@Zilong

But the real estate sector is only coming back now that interest rates are falling, or am I wrong?

•

Nacktdachs@DoppelSchlechtMinus

I can understand the exit, even if I stay in myself. The business model is definitely facing new challenges. However, there are also new opportunities with all kinds of communication infrastructure outside the traditional mobile tower, where they also have a foothold. Whether they can turn this in a positive direction remains to be seen.

••