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New Strong Buy Stocks for September 15th
ZACKS· 2025-09-15 10:41
Core Insights - Five stocks have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong potential for investment Group 1: Company Earnings Estimates - Ranger Energy Services (RNGR) has seen a 42.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Stride (LRN) has experienced a 10.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - BorgWarner (BWA) has reported an 8.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - KT (KT) has seen a 5.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [4] - Embecta Corp. (EMBC) has experienced a 4.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [4]
Indian billionaire tightens grip on BT by taking board seat
Yahoo Finance· 2025-09-15 08:49
Sunil Bharti Mittal became BT’s largest shareholder after taking a 24.5pc stake a year ago - Stefan Wermuth/Bloomberg Indian telecoms billionaire Sunil Bharti Mittal has ramped up pressure on BT by taking a seat on the company’s board. Mr Mittal, who became BT’s largest shareholder after taking a 24.5pc stake just over a year ago, has joined the board as a non-independent, non-executive director. Gopal Vittal, vice chairman and managing director of Mr Mittal’s company Bharti Airtel, will also take a sea ...
Sunil Bharti Mittal Joins Board Of British Telecom Giant BT Group
NDTV Profit· 2025-09-15 08:43
UK telecom giant BT Group plc on Monday appointed Indian billionaire Sunil Bharti Mittal and a Bharti Airtel Ltd. executive on its board.Mittal and Gopal Vittal, vice chairman and managing director of Bharti Airtel, will join the board of BT Group as non-independent non-executive directors, the company said in a statement.They will join the board as per the terms of a deal signed last year through which a Bharti Enterprises Ltd. subsidiary acquired a 24.5% stake in BT Group for an estimated $4 billion.Mitta ...
江苏2.8万个场所将“信号升格”,10月底前全面提升重点场景移动网络质量
Yang Zi Wan Bao Wang· 2025-09-15 07:45
Core Viewpoint - The Jiangsu Provincial Communication Administration is implementing a "signal upgrade" initiative to enhance mobile network quality across 28,000 key locations by the end of October, focusing on critical scenarios such as tourism and major events [1][3] Group 1: Initiative Details - The "signal upgrade" action targets 10 categories of key scenarios, aiming for completion by the end of October [1] - Measures include increasing signal source equipment and upgrading to 5G-A networks to improve mobile network quality [1] Group 2: Evaluation and Results - A previous evaluation of 3,927 locations across six categories showed a dual compliance rate (both 4G and 5G coverage and speed meeting standards) exceeding 99% [3] - Since the start of the "signal upgrade" initiative, telecom companies in the province have invested a total of 4.93 billion yuan, added 15,000 signal sources, and constructed 32,000 new 5G base stations and 11,000 new 4G base stations [3]
Blue Chip Stocks With Fat Dividends: Smart Buy Or Value Trap? - Altria Group (NYSE:MO), LyondellBasell Industries (NYSE:LYB)
Benzinga· 2025-09-14 19:32
Group 1 - High dividend yields in blue-chip stocks do not guarantee safe income streams, as some may be value traps rather than genuine investment opportunities [1][5] - LyondellBasell has seen a 40% decline over the past year, with a double-digit dividend yield that appears risky due to missed earnings expectations and negative free cash flow [2] - Pfizer's stock is down 18% over the past year, with its attractive yield driven by significant declines in key income lines, resulting in a payout ratio of about 97% of free cash flow [3] Group 2 - Altria's large dividend payout is sustainable only while business remains stable, but faces risks from regulation, litigation, and declining cigarette volumes [4] - Companies in sectors like infrastructure, chemicals, and telecom may experience margin pressure and regulatory risks, impacting their ability to maintain high dividend payouts [4] - Evaluating high-yield stocks should include analysis of cash flow statements, dividend growth history, and the sustainability of the high yield [6] Group 3 - The top high-yield large-cap U.S. stocks include LyondellBasell (9.88%), United Parcel Service (7.75%), Pfizer (6.92%), Altria (6.39%), and Verizon (6.25%) [7]
Mcap of eight of top-10 most valued firms jumps by Rs 1.69 lakh cr; Bajaj Finance biggest gainer
BusinessLine· 2025-09-14 05:12
Group 1 - The combined market valuation of eight of the top-10 most valued firms increased by ₹169,506.83 million last week, driven by a positive trend at the Dalal Street, with Bajaj Finance being the largest gainer [1] - The BSE benchmark rose by 1,193.94 points or 1.47 percent during the same period [1] Group 2 - Bajaj Finance's market valuation increased by ₹40,788.38 million, reaching ₹624,239.65 million [2] - Infosys added ₹33,736.83 million to its valuation, totaling ₹633,773.30 million [2] - Tata Consultancy Services (TCS) saw a surge of ₹30,970.83 million, bringing its market capitalization to ₹1,133,926.72 million [2] - Reliance Industries' valuation rose by ₹27,741.57 million, reaching ₹1,887,509.28 million [2] - State Bank of India's market capitalization climbed by ₹15,092.06 million to ₹759,956.75 million [2] - ICICI Bank's valuation increased by ₹10,644.91 million, totaling ₹1,012,362.33 million [2] Group 3 - HDFC Bank's market capitalization edged higher by ₹6,141.63 million, reaching ₹1,484,585.95 million [3] - Bharti Airtel's valuation increased by ₹4,390.62 million, totaling ₹1,085,737.87 million [3] - Hindustan Unilever's valuation decreased by ₹12,429.34 million, bringing it down to ₹606,265.03 million [3] - Life Insurance Corporation of India's (LIC) market capitalization declined by ₹1,454.75 million, totaling ₹553,152.67 million [3] Group 4 - Reliance Industries remains the most valued firm, followed by HDFC Bank, TCS, Bharti Airtel, ICICI Bank, State Bank of India, Infosys, Bajaj Finance, Hindustan Unilever, and LIC [4]
Verizon Communications Inc. (VZ): Our Calculation of Intrinsic Value
Acquirersmultiple· 2025-09-12 04:15
Company Profile - Verizon Communications Inc. is a leading telecommunications company in the United States, providing wireless, broadband, and enterprise services. The company is recognized for its stable cash flows and consistent dividend payments, maintaining a strong market position amidst a competitive telecom landscape and significant capital expenditure requirements [2]. DCF Analysis - The DCF model inputs include a discount rate of 10%, a terminal growth rate of 3%, and a WACC of 10%. The forecasted free cash flows (in billions) are as follows: - 2025: $20.0 → PV: $18.18 - 2026: $21.0 → PV: $17.36 - 2027: $22.0 → PV: $16.54 - 2028: $23.0 → PV: $15.77 - 2029: $24.0 → PV: $15.04 - The total present value of free cash flows is $82.89 billion. The terminal value, calculated using the perpetuity growth model, is $353.14 billion, leading to a present value of terminal value of $221.80 billion. The enterprise value is thus $304.69 billion [3][4]. Net Debt and Equity Value - Verizon's financials show cash of $4.19 billion and total debt of $168.36 billion, resulting in net debt of $164.17 billion. The equity value is calculated as $304.69 billion minus net debt, equating to $140.52 billion. With 4.20 billion shares outstanding, the intrinsic value per share is $33.46 [4]. Conclusion - The DCF value of Verizon is $33.46, while the current stock price is $43.80, indicating a margin of safety of -24%. Despite generating reliable free cash flows and maintaining a leading position in the telecom sector, the stock trades above the conservative intrinsic value estimate, suggesting limited upside based on this DCF model [5].
Lumen Technologies Stock: Nearing An Inflection (NYSE:LUMN)
Seeking Alpha· 2025-09-12 03:38
Group 1 - Lumen Technologies (NYSE: LUMN) has experienced a significant surge, with a 3-day gain of 29% [1] - The company initially dropped sharply due to a top-line earnings miss, but then reversed strongly higher, which is often interpreted as a bullish signal [1] - The investment approach focuses on long-term strategies, utilizing low-risk ETFs and CEFs, indicating a macro investment perspective [1] Group 2 - The article does not provide any specific financial metrics or detailed analysis of Lumen Technologies' earnings performance [2][3]
Verizon Communications Inc. (VZ) Presents at Goldman Sachs Communacopia + Technology Conference 2025 - Slideshow (NYSE:VZ)
Seeking Alpha· 2025-09-11 23:12
Group 1 - The company is responsible for the development of transcript-related projects [1] - The company publishes thousands of quarterly earnings calls per quarter and is expanding its coverage [1] - The purpose of the profile is to share new transcript-related developments with readers [1]
Telekomunikasi Indonesia: Favorable Takeaways From Investor Events
Seeking Alpha· 2025-09-11 17:24
Group 1 - The core viewpoint is that PT Telekomunikasi Indonesia Tbk (NYSE: TLK) is still considered a "Buy" rated stock, with expectations of improved near-term financial results and potential for stock re-rating [1] - The research service Asia Value & Moat Stocks focuses on identifying Asia-listed stocks that have a significant gap between price and intrinsic value, particularly emphasizing deep value balance sheet bargains and wide moat stocks [1][2] - The investment strategy includes targeting net cash stocks, net-nets, low price-to-book (P/B) stocks, and high-quality businesses that exhibit strong earnings power at a discount [1][2]