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CMCSA
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196 days

Should Comcast split into three? This analyst says a breakup would mean big upside. - MarketWatch

1. Analyst suggests Comcast should spin off into three separate companies. 2. Separation could potentially increase value by 57% compared to current stock price. 3. Comcast's conglomerate structure results in severe discount due to market concerns. 4. Xfinity cable business struggles against high competition and pricing pressures. 5. Universal's contribution to revenue is limited, only 16% of total gross revenue.

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FAQ

Why Bullish?

If Comcast acts on the analyst's advice, it could unlock substantial value, similar to GE's restructuring.

How important is it?

The recommendations directly address CMCSA's business strategy, with significant implications for its stock.

Why Long Term?

Structural changes in the company may take time to reflect in stock performance based on historical examples.

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