Atlantic Equities - Charter Communications Inc. Class A (CHTR) Model update

Report

Atlantic Equities

Hamilton Faber

Model update

This report contains forecasts updated for reported Q218 results. Neither our financial nor PSU estimates are materially changed and we remain Overweight with a 12m PT of $365.

01/10/2018 5 EN

Underlying

Charter Communications Inc. Class A

Charter Communications is a holding company. Through its subsidiaries, the company is a cable operator and a broadband communications company providing video, Internet and voice services. The company also provides its mobile service to residential customers. In addition, the company sells video and online advertising inventory to local, regional and national advertising customers and communications and managed solutions to enterprise customers. The company also owns and operates regional sports networks and local sports, news and community channels. The company owns and operates a two-way telecommunications network which passes various households and small and medium businesses across United States.

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US16119P1084 NASDAQ Stock Market United States

Provider

Atlantic Equities

Formed in 2003 by an established team from Cazenove, one of the most respected investment banks in the UK, Atlantic Equities conducts and publishes fundamental, bottom up research on mid and large cap US companies.

Atlantic provide order execution through a wide range of DMA products and algorithmic trading suites.

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Analysts

Hamilton Faber

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John Heagerty ... (+3)

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Model update

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

Moody's Ratings assigns Ba1 credit ratings to Charter's new senior secured credit facility and term loans

Charter / Liberty Broadband: quick follow up on questions

V/MA: strong core, adjacencies more competitive

Banks: Trading update and 3Q18 preview

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