06/29/2025, 04:45 AM UTC
皇冠城堡仍具投资价值Crown Castle Remains In Play
1、尽管资产出售收益不及预期，作者仍维持对皇冠城堡（CCI）的“买入”评级，认为债务削减和股票回购增强了投资逻辑；2、短期财务表现受Sprint合同取消和资产出售拖累，但管理层预计交易完成后现金流将改善、杠杆率将下降；3、与美国铁塔等同行相比，CCI估值更具吸引力，杠杆率改善预期及移动数据和物联网设备的长期增长趋势支撑投资前景。1. The author maintains a 'buy' rating on Crown Castle (CCI) despite lower-than-expected asset sale proceeds, citing debt reduction and share buybacks as key strengths; 2. Short-term financial challenges from Sprint contract cancellations and asset sales are expected to ease, with management projecting improved cash flow and reduced leverage post-transaction; 3. CCI's valuation appears attractive compared to peers like American Tower, supported by improving leverage metrics and long-term growth drivers in mobile data and connected devices.---
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