Geopolitics Alpha

AT&T shrugs off SpaceX fears with its own large haul of new internet subscribers

Published . Updated .

AT&T’s fiber business was the star of the show in Wednesday’s third-quarter earnings report.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • DAC Danaos

    Ship owners earn more when vessels are tied up longer

  • GSL Global Ship Lease

    Ship owners earn more when vessels are tied up longer

  • SBLK Star Bulk Carriers

    Dry-bulk carriers move with commodity shipping demand

  • GOGL Golden Ocean

    Dry-bulk carriers move with commodity shipping demand

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ZIM———————
MATX———————
DAC———————
GSL———————
SBLK———————
GOGL———————

AT&T’s fiber business was the star of the show in Wednesday’s third-quarter earnings report.

Source: MarketWatch

How solid the shipping case looks

12 out of 100

“AT&T shrugs off SpaceX fears with its own large haul of new internet subscribers” scores 12 out of 100. The score uses 1 sources.