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Regulatory Concerns, Limited Accretion Make AT&T-Time Warner Deal Risky
Monday, October 24, 2016 - 10:28am | 579Deutsche Bank believes the key risks to the AT&T Inc. (NYSE: T)’s takeover of Time Warner Inc (NYSE: TWX) are increased regulatory scrutiny and limited near-term accretion/synergies. AT&T said it would buy Time Warner for $107.50 per share in a cash and stock deal, which has a total...
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AT&T Is Investing For Tomorrow While Generating Cash Today
Tuesday, October 11, 2016 - 10:13am | 444Deutsche Bank believes the recent pullback in AT&T Inc. (NYSE: T) shares creates an attractive buying opportunity. The brokerage, which maintains its Buy rating and $45 target price, said the recent management meetings reinforced its bullish thesis on AT&T's competitive/strategic...
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Deutsche Bank Sees Verizon To Report Lower-Than-Expected EPS For 'Messy' Q2
Thursday, July 14, 2016 - 3:04pm | 369Deutsche Bank expects Verizon Communications Inc. (NYSE: VZ)'s second-quarter earnings to fare below consensus expectations amid weak wireline business, strike and slower uptake of handset installment plans. The brokerage expects Verizon to report second-quarter adjusted EPS of $0.91 versus...
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Verizon's 2016 Guidance Has Moved Out Of Reach, Deutsche Bank Says
Thursday, June 16, 2016 - 8:47am | 255Verizon Communications Inc. (NYSE: VZ) is likely to miss its 2Q and full-year EPS guidance due to wireline strike impacts and a slower uptake of EIP plans in Wireless, Deutsche Bank’s Matthew Niknam said in a report. He added, however, that Verizon’s shares would probably not come...
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Dial Up This Telecom ETF
Tuesday, March 1, 2016 - 10:06am | 497In the hunt for safe-haven sectors, it is somewhat easy to overlook the telecommunications sector. After all, at 2.77 percent, it is the smallest sector weight in the S&P 500. However, that does not mean there is not opportunity with exchange-traded funds such as the Fidelity MSCI...
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Deutsche Bank Likes These 5 Telecoms With 20% Upside Better Than The Rest
Wednesday, February 24, 2016 - 11:51am | 542Deutsche Bank’s Matthew Niknam initiated coverage T-Mobile US Inc (NASDAQ: TMUS), Crown Castle International Corp (NYSE: CCI), American Tower Corp (NYSE: AMT), AT&T Inc (NYSE: T) and Frontier Communications Corp (NASDAQ: FTR) with Buy ratings. Analyst Matthew Niknam believes that...
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T-Mobile, Crown Castle, American Tower, AT&T, Frontier Are Deutsche Bank's Favs In Telecom
Tuesday, February 23, 2016 - 7:30pm | 263Deutsche Bank's Matthew Niknam initiated coverage on the U.S. Telecom Services sector Tuesday in an afternoon research note. The analyst pointed to a "challenging growth trajectory" for the sector over the near term, even amid the sector's defensive nature and "healthy...
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Goldman Sachs Is Bullish On The Security Sector
Wednesday, July 16, 2014 - 1:18pm | 234In a noted dated July 15, Goldman Sachs analyst Matthew Niknam provided some insight into why he has come out bullish on the software security sector. His main points included an evolving cyber threat landscape and an environment supportive of increased M&A activity. In respect to the...
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UPDATE: Goldman Sachs Downgrades Sirius XM Radio Awaiting Better Entry Point
Friday, October 25, 2013 - 9:38am | 141In a report published Friday, Goldman Sachs analyst Matthew Niknam downgraded the rating on Sirius XM Radio (NASDAQ: SIRI) from Buy to Neutral, but reiterated the $4.25 price target. In the report, Goldman Sachs noted, “We remove Sirius XM shares from the Americas Buy List, and downgrade the stock...
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UPDATE: Goldman Sachs Upgrades T-Mobile US on Unique Investment Opportunity
Friday, October 18, 2013 - 9:24am | 136In a report published Friday, Goldman Sachs analyst Matthew Niknam upgraded the rating on T-Mobile US (NYSE: TMUS) from Buy to Conviction-List Buy, and raised the price target from $31.00 to $32.00. In the report, Goldman Sachs noted, “We add T-Mobile to the Americas Conviction Buy list. We...