Altice S.A.
Thesis
Altice S.A. is positioned for significant upside due to its strong competitive advantages in the cable and telecom sectors across France and Portugal. With a target price of €180 representing nearly 80% upside, the company is expected to benefit from market consolidation and operational efficiencies under the leadership of Patrick Drahi, who is a proven capital allocator. The company's low broadband penetration and ownership of mobile networks further enhance its profitability potential.
Did it work?
While the thesis presented strong arguments for Altice S.A.'s potential upside, including competitive advantages and market conditions, there is no available price performance data to assess whether the stock has moved in the anticipated direction. Given that 103 months have passed, which exceeds typical investment horizons, the lack of concrete performance data leaves the outcome uncertain.
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