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德银将通信基础设施供应商CommScope(COMM.US)列入看涨名单 聚焦并购潜力与基本面
智通财经网· 2025-06-25 02:57
Core Viewpoint - Deutsche Bank has added CommScope (COMM.US) to its "Catalyst Call Buy" list, indicating a strong bullish outlook for the stock in the short term, with expectations of significant outperformance over the next three months [1] Group 1: Company Overview - CommScope is a global communication network infrastructure provider based in North Carolina, USA, with approximately 20,000 employees and a history dating back to 1976 [2] - The company offers a full range of products including fiber, copper, wireless, and home network equipment, aimed at helping telecom operators accelerate gigabit/10-gigabit broadband deployment and reduce total cost of ownership [2] - CommScope's business is divided into four core segments: Broadband Networks, Venue & Campus Networks, Outdoor Wireless Networks, and Network, Intelligent Cellular & Security (NICS) [2] Group 2: Financial Outlook - Deutsche Bank analyst Matt Niknam highlighted two main reasons for adding CommScope to the Catalyst Call Buy list: sustained healthy fundamental growth and potential acquisition drivers [3] - The analyst expects CommScope's core adjusted EBITDA for 2025 to approach the upper limit of the company's guidance, estimated at approximately $1.05 billion, with the company's own range being $1.00 billion to $1.05 billion [3] - Deutsche Bank maintains a "Buy" rating on CommScope with a target price of $7.50, anticipating the company will report earnings of $0.23 per share and revenue of $1.27 billion for the second quarter [3]