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Hope springs for Telewest
Neil Hume
Saturday March 9, 2002
The Guardian
It has been a confusing week for Telewest, the heavily indebted cable company.
On Monday, its shares fell sharply after Schroder Salomon Smith Barney concluded they were worth no more than 10p because of the increased risk of a balance sheet restructuring. Yesterday, they rose sharply after Morgan Stanley said they could be worth 44p for precisely the same reason.
After running some numbers, Morgan Stanley reckons Telewest would be worth more than double yesterday`s closing price after a restructuring.
This, it claims, is because a debt for equity swap would remove any doubts that the group was fully funded. It would also leave Telewest with the strongest balance sheet in the sector and - by default - the best placed to benefit from any consolidation. At the moment Telewest is in hock to its lenders for £5bn.
"We believe there is substantial potential upside and therefore we are upgrading to `strong buy`," the US investment bank said.
Rival analysts said Morgan Stanley`s argument was almost the inverse of one advanced by Merrill Lynch, Telewest`s joint broker, a month ago.
Taking the company off its "buy" list, Merrill said it was worried that moves by NTL and UPC of the Netherlands to convert their non-bank debt into equity would leave Telewest as the weakest link in the sector. Telewest shares, also boosted by news that AOL Time Warner is looking to acquire cable companies in Britain and France, ended 2.5p higher at 17.5p.
Elsewhere, matters were no less confusing. With the Dow Jones industrial average and the Nasdaq roaring ahead after a report showed a drop in US unemployment during February, traders expected the FTSE 100 to close above the 5,300 level for the first time since early January.
It did not. In fact it only just finished higher - up 3.6 points at 5,285.7. Traders said two factors could have been behind London`s underperformance: aggressive selling of the FTSE futures contract by UBS Warburg and sell orders triggered every time the blue chip index neared 5,300.
Whatever the real reason for the London`s sluggish performance, it could not disguise what had been a good week for the market. The Footsie gained 116 points.
Tobacco stocks were once again the highlight, as investors re-examined the sector in the wake of Imperial Tobacco`s £3.5bn acquisition of the German cigarette maker, Reemtsma. Gallaher, which could now find itself a bid target, gained 17p to 506p, while BAT added 26.5p to 638p. Imperial rose 32p to £10.24p.
Marks & Spencer fell 15p to 362p after market professionals noted Brandes Investment Partners, the US value fund which correctly called the turn in the company`s fortunes, had reduced its holding further. M&S said Brandes had cut its stake, which reached 10.2% last summer, by 1% to 5.9% over the past month.
Cable & Wireless firmed 0.75p to 239.75p despite Salomon slashing its price target to 195p from 300p.
Salomon reckons C&W is caught between a rock and a hard place - whether to invest in its struggling Global division, which provides telecoms services to companies and other carriers, or to downsize.
Guardian Unlimited © Guardian Newspapers Limited 2002
Neil Hume
Saturday March 9, 2002
The Guardian
It has been a confusing week for Telewest, the heavily indebted cable company.
On Monday, its shares fell sharply after Schroder Salomon Smith Barney concluded they were worth no more than 10p because of the increased risk of a balance sheet restructuring. Yesterday, they rose sharply after Morgan Stanley said they could be worth 44p for precisely the same reason.
After running some numbers, Morgan Stanley reckons Telewest would be worth more than double yesterday`s closing price after a restructuring.
This, it claims, is because a debt for equity swap would remove any doubts that the group was fully funded. It would also leave Telewest with the strongest balance sheet in the sector and - by default - the best placed to benefit from any consolidation. At the moment Telewest is in hock to its lenders for £5bn.
"We believe there is substantial potential upside and therefore we are upgrading to `strong buy`," the US investment bank said.
Rival analysts said Morgan Stanley`s argument was almost the inverse of one advanced by Merrill Lynch, Telewest`s joint broker, a month ago.
Taking the company off its "buy" list, Merrill said it was worried that moves by NTL and UPC of the Netherlands to convert their non-bank debt into equity would leave Telewest as the weakest link in the sector. Telewest shares, also boosted by news that AOL Time Warner is looking to acquire cable companies in Britain and France, ended 2.5p higher at 17.5p.
Elsewhere, matters were no less confusing. With the Dow Jones industrial average and the Nasdaq roaring ahead after a report showed a drop in US unemployment during February, traders expected the FTSE 100 to close above the 5,300 level for the first time since early January.
It did not. In fact it only just finished higher - up 3.6 points at 5,285.7. Traders said two factors could have been behind London`s underperformance: aggressive selling of the FTSE futures contract by UBS Warburg and sell orders triggered every time the blue chip index neared 5,300.
Whatever the real reason for the London`s sluggish performance, it could not disguise what had been a good week for the market. The Footsie gained 116 points.
Tobacco stocks were once again the highlight, as investors re-examined the sector in the wake of Imperial Tobacco`s £3.5bn acquisition of the German cigarette maker, Reemtsma. Gallaher, which could now find itself a bid target, gained 17p to 506p, while BAT added 26.5p to 638p. Imperial rose 32p to £10.24p.
Marks & Spencer fell 15p to 362p after market professionals noted Brandes Investment Partners, the US value fund which correctly called the turn in the company`s fortunes, had reduced its holding further. M&S said Brandes had cut its stake, which reached 10.2% last summer, by 1% to 5.9% over the past month.
Cable & Wireless firmed 0.75p to 239.75p despite Salomon slashing its price target to 195p from 300p.
Salomon reckons C&W is caught between a rock and a hard place - whether to invest in its struggling Global division, which provides telecoms services to companies and other carriers, or to downsize.
Guardian Unlimited © Guardian Newspapers Limited 2002
Firmenportrait :
Telewest Communications ist eines der vielfältigsten Kommunikationsunternehmen Großbritanniens. Das Unternehmen versorgt über 1,6 Millionen Haushalte d.h. etwa 4,0 Millionen Verbraucher mit Kabelfernsehen, Telefon- und Internetanschlüssen und liefert 62527 Kunden des öffentlichen und privaten Bereiches die gewünschten Kommunikationslösungen. Durch Flextech hat das Unternehmen nun auch im Bereich der Basiskanäle des britischen Pay-TV-Marktes eine führende Rolle übernommen und ist des weiteren Produzent interaktiver und transaktionsrelativer Leistungen.
Und hier der Chart :
1.)Telewest noch bei 0.27 €
2.)Hoch bei 9 €
3.)Kosten werden gesenkt, volle Auftragsbücher
4.)MACD liefert extremes Kaufsignal
5.)RSI hat wichtigen Widerstand durchbrochen
Telewest Communications ist eines der vielfältigsten Kommunikationsunternehmen Großbritanniens. Das Unternehmen versorgt über 1,6 Millionen Haushalte d.h. etwa 4,0 Millionen Verbraucher mit Kabelfernsehen, Telefon- und Internetanschlüssen und liefert 62527 Kunden des öffentlichen und privaten Bereiches die gewünschten Kommunikationslösungen. Durch Flextech hat das Unternehmen nun auch im Bereich der Basiskanäle des britischen Pay-TV-Marktes eine führende Rolle übernommen und ist des weiteren Produzent interaktiver und transaktionsrelativer Leistungen.
Und hier der Chart :
1.)Telewest noch bei 0.27 €
2.)Hoch bei 9 €
3.)Kosten werden gesenkt, volle Auftragsbücher
4.)MACD liefert extremes Kaufsignal
5.)RSI hat wichtigen Widerstand durchbrochen
Diese WKN ist natürlich falsch !
Es geht um diese : 897585
Es geht um diese : 897585
30 % am heutigen Tag
Wkn 897585
Wkn 897585
Toller Umsatz
Trading Spotlight
#5
nehmt lieber SPAZ
nach 2 Jahren harter Arbeit müßte jetzt auf der CeBit der DURCHBRUCH kommen.
892 725 oder SPAZ im Amiland
gruß
Andy
nach 2 Jahren harter Arbeit müßte jetzt auf der CeBit der DURCHBRUCH kommen.
892 725 oder SPAZ im Amiland
gruß
Andy
Macht euch nicht lustig.
Das ist schließlich ein Umsatz von stolzen 800 Euro.
LOL
Das ist schließlich ein Umsatz von stolzen 800 Euro.
LOL
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