7 July 2025 | 10:31AM HKT GC Tech: Time Interconnect (1729.HK): High-speed cable and Servers ODM; China Cloud Capex to drive growth ahead We talked to Time Interconnect (1729.HK, Not Covered) management recently. Time Interconnect provides customized copper and optical fiber cable, along with servers ODM. Overall, management remains positive on the company's revenue growth in 2025E driven by (1) rising AI demand to drive adoption of high-speed cable products, where the company benefits from offering compreh ...

Business Development - Disney and Hearst are considering selling their A+E Global Media joint venture [1] - The joint venture includes cable-TV channels such as History and Lifetime [1]

Comcast (CMCSA) ended the recent trading session at $35.44, demonstrating a -1.53% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.79%. Elsewhere, the Dow lost 0.94%, while the tech-heavy Nasdaq lost 0.92%. The stock of cable provider has risen by 3.72% in the past month, lagging the Consumer Discretionary sector's gain of 6.93% and the S&P 500's gain of 5.22%.Investors will be eagerly watching for the performance of Comcast in its upcoming earnings disclosure. ...

Group 1 - Nexans has a liquidity contract with NATIXIS ODDO BHF, with assets reported as of June 30, 2025 [1] - The liquidity contract is in accordance with AMF decision no. 2018-01 and decision no. 2021-01 [1] - Nexans generated €7.1 billion in standard sales in 2024 and is a leader in cable systems and services [2] Group 2 - Nexans employs approximately 28,500 people across 41 countries [2] - The company is committed to achieving Net-Zero emissions by 2050, aligned with the Science Based Targets initiative [2] - The liquidity account showed various transactions, including 49,612 shares and €3,006,649.02 in cash for the first half of 2025 [4]

The terms and conditions of the Offer are described in an Offer to Purchase, dated June 17, 2025 (as amended and supplemented by this news release, the "Offer to Purchase"), which was previously distributed to holders of the Notes. As set forth in the Offer to Purchase, the Company reserves the right to (i) waive any and all conditions to the Offer as permitted by law, (ii) extend or terminate the Offer or (iii) otherwise amend the Offer. The following table sets forth certain terms of the Offer and the agg ...

Group 1: Stock Performance - Comcast's stock closed at $36.33, reflecting a +1.79% change from the previous day's closing price, outperforming the S&P 500's daily loss of 0.11% [1] - Prior to the recent trading session, Comcast shares had gained 3.96%, lagging behind the Consumer Discretionary sector's gain of 7.03% and the S&P 500's gain of 5.17% [1] Group 2: Earnings Forecast - Comcast is expected to report earnings of $1.17 per share on July 31, 2025, indicating a year-over-year decline of 3.31% [2] - The consensus estimate for revenue is projected at $29.85 billion, reflecting a 0.54% growth compared to the same quarter of the previous year [2] Group 3: Fiscal Year Estimates - For the entire fiscal year, earnings are estimated at $4.33 per share, with revenue projected at $122.21 billion, showing changes of 0% and -1.23% respectively from the previous year [3] - Recent changes to analyst estimates for Comcast indicate a favorable outlook on business health and profitability [3] Group 4: Valuation Metrics - Comcast's Forward P/E ratio is 8.25, which is a discount compared to the industry average Forward P/E of 9.3 [6] - The PEG ratio for Comcast is currently 1.73, while the average PEG ratio for the Cable Television industry is 0.46 [6] Group 5: Industry Context - The Cable Television industry is part of the Consumer Discretionary sector and currently holds a Zacks Industry Rank of 225, placing it in the bottom 9% of over 250 industries [7] - The Zacks Industry Rank evaluates the performance of industry groups, indicating that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Charter Communications has classified a recent attack on its network as "an act of domestic terrorism," emphasizing the need for stronger legislation to protect critical infrastructure and first responders [1][4]. Group 1: Incident Details - The attack on June 15 involved the severing of 13 cables, affecting over 2,600 individual fibers [2]. - Emergency services, including a U.S. military base, 911 communication services, and local fire and police departments, were impacted, along with financial institutions, healthcare facilities, and educational institutions [2]. - More than 50,000 residential customers and over 500 business customers experienced service outages lasting up to 30 hours [3]. Group 2: Industry Impact - Between June and December 2024, there were nearly 6,000 intentional attacks on critical communications infrastructure, compromising access for over 1.5 million customers [3]. - The CEO of Charter Communications highlighted that these attacks pose a significant threat to American families and businesses, calling for them to be classified as felonies [4]. - Local officials have noted that such attacks threaten national security and impose financial burdens on taxpayers and local governments [4]. Group 3: Response and Measures - Charter's Spectrum services unit is offering a reward of up to $25,000 for information leading to arrests related to these attacks [4].

Core Insights - Nexans has completed the sale of its industrial cable division, Lynxeo, to Latour Capital for an Enterprise Value of €525 million, marking a significant step in its strategy to focus on electrification [1][2]. Company Overview - Nexans has been a key player in global electrification for over a century, employing approximately 28,500 people across 41 countries. In 2024, the company reported standard sales of €7.1 billion and is recognized for its commitment to sustainable energy solutions [5]. Transaction Details - The sale of Lynxeo is intended to streamline Nexans' operations and enhance resource allocation, aligning with its long-term vision for sustainable growth in the electrification sector [2][1]. Latour Capital Profile - Latour Capital is an independent French asset management firm with €4 billion under management, focusing on companies with strong growth potential. The firm emphasizes operational experience and has a team composed of 50% former managers [3][4].

Global InterConnection Group and LS Cable & Systems are building on their partnership to deliver HVDC subsea cable for the two 1,708km Atlantic SuperConnection cables linking Iceland to the UK. 'Please see attached document'. Attachment LS Eco Advanced Cable Joint Venture Concludes ...

Core Insights - Spectrum has awarded $1.1 million in grants to 55 nonprofit organizations in 2025, aimed at expanding access to digital tools and education in communities [1][6] - Since its inception in 2017, Spectrum Digital Education has committed over $11 million to support 204 community-based nonprofits across 41 states [1][6] - The initiative has distributed nearly 20,000 laptops and sponsored over 45,000 digital education classes, benefiting nearly 188,000 community members nationwide [3] Grant Details - The 2025 grants support a variety of programs, including one-on-one technology coaching, AI skills courses, and community tech hubs [2][4] - Notable grantees include Human-I-T, which will distribute refurbished laptops to low-income seniors, and Dallas City Homes, which will build a computer lab for digital learning [4][6] Community Impact - Spectrum Digital Education aims to bridge the digital divide, helping individuals access education, employment, and healthcare [3][5] - The program has a significant focus on serving diverse community members, including seniors, veterans, students, and jobseekers [2][4]