2026 Q2 - tulosraportti
57 päivää sitten
‧50 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 30.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 24.7. | ||
2026 Q1 - tulosraportti 24.4. | ||
2025 Q4 - tulosraportti 30.1. | ||
2025 Q3 - tulosraportti 31.10.2025 | ||
2025 Q2 - tulosraportti 25.7.2025 |
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·10.9.Are people bullish or bearish on the stock? What's your view?
I like it. Asymmetric risk. As I understand it, it's the least liked company in the industry. Furthermore, no dividend, which small investors usually like. Enormous debt. Losing broadband customers. Large short interest, seems to be around 15% now. However, decreased from around 30%. All this (+ total collapse probably) is reflected in the very low price. BUT: they have a good structure on their loans. Furthermore, the majority starts to mature towards 2030. They predict ~1 billion $ synergy savings from the merger with cox. Enormous fcf with which they can repurchase enormous amounts of shares. That's why EPS increases despite flat revenue. Capex is expected to decrease drastically in 2027 and 2028, i.e., they will have a lot more money to repurchase with. Exaggerated fear of competitors in satellite internet probably also plays a role IMHO. As I understand it, these are often bait prices that won't be sustainable. The Capex is for expanding fiber in rural areas, where they are often the sole provider. Hasn't yielded much so far, but should at least have some effect going forward. There's a lot of room for charter to continue to be a pretty bad company for this price. I recommend this video. The Excel part a quarter in prices in a 10% decrease in FCF per year. Even in that scenario, it gives good returns. https://m.youtube.com/watch?v=xqihhSVcGtg Something I'm pondering is the company culture. I like companies where there are great opportunities for improvements 😆. But the question is how much they care, the money machine is still running hot anyway. 81% institutional investors. I wonder if the shorting might partly be connected to this? If it could be more favorable to continue pushing down the stock if one owns it oneself due to buybacks. But these are an amateur's thoughts 😅 Regardless, institutional investors are often a good sign. Anyway. Interesting case for the risk-tolerant. I have a small position. Don't dare to make it bigger. As I said, I'm an amateur, so do your own research.- ·22.8.A little more digestible summary from SA regarding the merger https://seekingalpha.com/news/4635961-charter-closes-cox-deal-sees-potential-for-1-billion-in-annual-synergies?utm_content=link-3&position=rta_news_sublogic_pretestlaunch_dormant_main_2_textlink&utm_source=seeking_alpha&utm_campaign=rta-stock-news&messageid=2900&mailingid=47151132&serial=47151132.1907&utm_term=47151132.1907&source=email_2900&utm_medium=email
22.8.Thanks for sharing! There is definitely potential with the merger, but historically companies also tend to be overly positive. Let's hope for the best - ·14.8.Now the merger with cox is finalized https://seekingalpha.com/news/4633042-california-regulator-approves-charter-cox-merger?utm_content=link-1&position=rta_news_sublogic_pretestlaunch_dormant_main_0_title&utm_source=seeking_alpha&utm_campaign=rta-stock-news&messageid=2900&mailingid=47044417&serial=47044417.2315&utm_term=47044417.2315&source=email_2900&utm_medium=email
- 1.8.I feel like this is a highly asymmetric investment with the massive free cash flow. Seriously considering joining next week11.8.I would like to add a couple words, since I forgot from previous posts. Then the things are here and I can't lie myself in future :D So, my thesis for this stock relies on the idea that the market has undervalued the company. I believe this is because i) the very high relative debt, ii) failing to acknowledge that capex could massively decrease, iii) generally decreasing growth and business.
- ·24.7.Have bought more shares in CHTR today. I believe the market underestimates how much free cash flow can increase in the coming years when investments fall. At the same time, enormous amounts of own shares are being bought back. If the broadband business just stabilizes, I think the valuation looks very attractive.Agreed, think it is very undervalued. Reminds me of Kohls, which also got totally bombed. It's clear CHTR is not an insanely high-quality company, but a P/E of 3 is absolutely wild in my eyes when EPS is still rising. Let's assume the company fell another 50%, then we have a P/E of 1.5…
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
57 päivää sitten
‧50 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·10.9.Are people bullish or bearish on the stock? What's your view?I like it. Asymmetric risk. As I understand it, it's the least liked company in the industry. Furthermore, no dividend, which small investors usually like. Enormous debt. Losing broadband customers. Large short interest, seems to be around 15% now. However, decreased from around 30%. All this (+ total collapse probably) is reflected in the very low price. BUT: they have a good structure on their loans. Furthermore, the majority starts to mature towards 2030. They predict ~1 billion $ synergy savings from the merger with cox. Enormous fcf with which they can repurchase enormous amounts of shares. That's why EPS increases despite flat revenue. Capex is expected to decrease drastically in 2027 and 2028, i.e., they will have a lot more money to repurchase with. Exaggerated fear of competitors in satellite internet probably also plays a role IMHO. As I understand it, these are often bait prices that won't be sustainable. The Capex is for expanding fiber in rural areas, where they are often the sole provider. Hasn't yielded much so far, but should at least have some effect going forward. There's a lot of room for charter to continue to be a pretty bad company for this price. I recommend this video. The Excel part a quarter in prices in a 10% decrease in FCF per year. Even in that scenario, it gives good returns. https://m.youtube.com/watch?v=xqihhSVcGtg Something I'm pondering is the company culture. I like companies where there are great opportunities for improvements 😆. But the question is how much they care, the money machine is still running hot anyway. 81% institutional investors. I wonder if the shorting might partly be connected to this? If it could be more favorable to continue pushing down the stock if one owns it oneself due to buybacks. But these are an amateur's thoughts 😅 Regardless, institutional investors are often a good sign. Anyway. Interesting case for the risk-tolerant. I have a small position. Don't dare to make it bigger. As I said, I'm an amateur, so do your own research.
- ·22.8.A little more digestible summary from SA regarding the merger https://seekingalpha.com/news/4635961-charter-closes-cox-deal-sees-potential-for-1-billion-in-annual-synergies?utm_content=link-3&position=rta_news_sublogic_pretestlaunch_dormant_main_2_textlink&utm_source=seeking_alpha&utm_campaign=rta-stock-news&messageid=2900&mailingid=47151132&serial=47151132.1907&utm_term=47151132.1907&source=email_2900&utm_medium=email22.8.Thanks for sharing! There is definitely potential with the merger, but historically companies also tend to be overly positive. Let's hope for the best
- ·14.8.Now the merger with cox is finalized https://seekingalpha.com/news/4633042-california-regulator-approves-charter-cox-merger?utm_content=link-1&position=rta_news_sublogic_pretestlaunch_dormant_main_0_title&utm_source=seeking_alpha&utm_campaign=rta-stock-news&messageid=2900&mailingid=47044417&serial=47044417.2315&utm_term=47044417.2315&source=email_2900&utm_medium=email
- 1.8.I feel like this is a highly asymmetric investment with the massive free cash flow. Seriously considering joining next week11.8.I would like to add a couple words, since I forgot from previous posts. Then the things are here and I can't lie myself in future :D So, my thesis for this stock relies on the idea that the market has undervalued the company. I believe this is because i) the very high relative debt, ii) failing to acknowledge that capex could massively decrease, iii) generally decreasing growth and business.
- ·24.7.Have bought more shares in CHTR today. I believe the market underestimates how much free cash flow can increase in the coming years when investments fall. At the same time, enormous amounts of own shares are being bought back. If the broadband business just stabilizes, I think the valuation looks very attractive.Agreed, think it is very undervalued. Reminds me of Kohls, which also got totally bombed. It's clear CHTR is not an insanely high-quality company, but a P/E of 3 is absolutely wild in my eyes when EPS is still rising. Let's assume the company fell another 50%, then we have a P/E of 1.5…
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 30.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 24.7. | ||
2026 Q1 - tulosraportti 24.4. | ||
2025 Q4 - tulosraportti 30.1. | ||
2025 Q3 - tulosraportti 31.10.2025 | ||
2025 Q2 - tulosraportti 25.7.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
57 päivää sitten
‧50 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 30.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 24.7. | ||
2026 Q1 - tulosraportti 24.4. | ||
2025 Q4 - tulosraportti 30.1. | ||
2025 Q3 - tulosraportti 31.10.2025 | ||
2025 Q2 - tulosraportti 25.7.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·10.9.Are people bullish or bearish on the stock? What's your view?I like it. Asymmetric risk. As I understand it, it's the least liked company in the industry. Furthermore, no dividend, which small investors usually like. Enormous debt. Losing broadband customers. Large short interest, seems to be around 15% now. However, decreased from around 30%. All this (+ total collapse probably) is reflected in the very low price. BUT: they have a good structure on their loans. Furthermore, the majority starts to mature towards 2030. They predict ~1 billion $ synergy savings from the merger with cox. Enormous fcf with which they can repurchase enormous amounts of shares. That's why EPS increases despite flat revenue. Capex is expected to decrease drastically in 2027 and 2028, i.e., they will have a lot more money to repurchase with. Exaggerated fear of competitors in satellite internet probably also plays a role IMHO. As I understand it, these are often bait prices that won't be sustainable. The Capex is for expanding fiber in rural areas, where they are often the sole provider. Hasn't yielded much so far, but should at least have some effect going forward. There's a lot of room for charter to continue to be a pretty bad company for this price. I recommend this video. The Excel part a quarter in prices in a 10% decrease in FCF per year. Even in that scenario, it gives good returns. https://m.youtube.com/watch?v=xqihhSVcGtg Something I'm pondering is the company culture. I like companies where there are great opportunities for improvements 😆. But the question is how much they care, the money machine is still running hot anyway. 81% institutional investors. I wonder if the shorting might partly be connected to this? If it could be more favorable to continue pushing down the stock if one owns it oneself due to buybacks. But these are an amateur's thoughts 😅 Regardless, institutional investors are often a good sign. Anyway. Interesting case for the risk-tolerant. I have a small position. Don't dare to make it bigger. As I said, I'm an amateur, so do your own research.
- ·22.8.A little more digestible summary from SA regarding the merger https://seekingalpha.com/news/4635961-charter-closes-cox-deal-sees-potential-for-1-billion-in-annual-synergies?utm_content=link-3&position=rta_news_sublogic_pretestlaunch_dormant_main_2_textlink&utm_source=seeking_alpha&utm_campaign=rta-stock-news&messageid=2900&mailingid=47151132&serial=47151132.1907&utm_term=47151132.1907&source=email_2900&utm_medium=email22.8.Thanks for sharing! There is definitely potential with the merger, but historically companies also tend to be overly positive. Let's hope for the best
- ·14.8.Now the merger with cox is finalized https://seekingalpha.com/news/4633042-california-regulator-approves-charter-cox-merger?utm_content=link-1&position=rta_news_sublogic_pretestlaunch_dormant_main_0_title&utm_source=seeking_alpha&utm_campaign=rta-stock-news&messageid=2900&mailingid=47044417&serial=47044417.2315&utm_term=47044417.2315&source=email_2900&utm_medium=email
- 1.8.I feel like this is a highly asymmetric investment with the massive free cash flow. Seriously considering joining next week11.8.I would like to add a couple words, since I forgot from previous posts. Then the things are here and I can't lie myself in future :D So, my thesis for this stock relies on the idea that the market has undervalued the company. I believe this is because i) the very high relative debt, ii) failing to acknowledge that capex could massively decrease, iii) generally decreasing growth and business.
- ·24.7.Have bought more shares in CHTR today. I believe the market underestimates how much free cash flow can increase in the coming years when investments fall. At the same time, enormous amounts of own shares are being bought back. If the broadband business just stabilizes, I think the valuation looks very attractive.Agreed, think it is very undervalued. Reminds me of Kohls, which also got totally bombed. It's clear CHTR is not an insanely high-quality company, but a P/E of 3 is absolutely wild in my eyes when EPS is still rising. Let's assume the company fell another 50%, then we have a P/E of 1.5…
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt