摩根士丹利：北美洞察
摩根·2025-05-12 01:48
更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha M North America Insight May 6, 2025 04:59 AM GMT Telecom & Cable Services, GVAT The Telecom Investors' Accounting Handbook We dive deep into accounting and capital structure complexities at T, VZ and TMUS that impact investors' views of earnings, FCF, enterprise value, leverage and ultimately valuation, and extend our analysis to US Cable and Canadian Telecoms where similar dynamics exist. We reiterate AT&T as Top Pick. 更多一手调研纪要和海外投行研报数据加V：shuinu9870 更多一手调研纪要和海外投行研报数据加V：shuin ...