Novo Nordisk, Charter & Cox, take two: Trendticker

00:00 Speaker A

Now time for some of today's trend kickers. We observe Novo Nordisk, Charter Communications and take 2nd first, Novo Nordisk announces that his CEO will resign. The weight loss -drug manufacturer quotes the latest market challenges, and the CEO is expected to remain in the role over a certain period of time to ensure a smooth transition. The shares that are lower in these messages to record about three and a half percent. We know that this will be a UH transition period that supports this smooth transition to the new leadership. A search for the successor of great great Jorgenson. Uh and many of our Yahoo Finance believers will also remember that this was our Yahoo Finance Company in 2023.

01:15 Speaker B

Yes, and it was certainly a fall of grace. The company had such a first mover advantage when it comes to weight loss medication, but we now see that consumers, for example, really change Lily through its Lily Direct program and some other competitors in the room. While Novo continues to fight here. You tried to regain your lead and create other income from other drugs, but you just couldn't do this work here. And so you see that the shares have lost almost 60% since their climax last summer. Of course we now see that the CEO currently leaves around 3% of the shares. Next, the Charter Communication and the Cox Communication agreed, which agree to the merger and combine two of the largest cable providers in the United States. The deal rates Cox with $ 34 and a half billion here, including some debts. The combined company would be the top broadband operator in the USA, as I said, and increased by more than 20%. And I think that is partly the reason why you see this easy step towards the upward trend here and position the UH charta in order to be able to compete more in an environment if we continue to see these convergences.

02:59 Speaker A

Yes, that's exactly what you speak for the company within the publication. In this combination, the innovation ability that expands products for high -quality competitive products, excellent customer service, millions of houses and companies. At the end of the day, the surrounding area changes pretty quickly. And some of the snack bars that investors should search from this point, especially when it comes to completing this deal and the finish line comes completely via the finish line. Uh, Wall Street and how to watch it. Considered 4 billion US dollars in cash for the transaction. COX Enterprises will receive 4 billion US dollars in cash, 6 billion US dollars in Charter's existing partnership. In addition, they will also get about three UH, 33.6 million joint units in the existing partnership of Charter. Implicit value of around $ 11.9 billion here. So, um, I think we are looking for it and this total company value. Leave this adapted EBITA trade with a 6.44 -fold several trade. Um, and this is based on some of the existing 2025 factors that you have already presented. Let's talk about two interactive people here about all players out there. Take 2 interactive quarterly sales estimates for the latest sales, which is increased by the latest basketball game and the Grand Theft Auto Online, GTA Online. However, the video game company forecasts 2026 bookings under the expectations, the delay of his highly expected GTA 6, Grand Theft Auto, is expected to weigh the results here. You take a look at Take 2 Interactive shares here in front of the market. They are about 1%. Um when a GTA was last published, UG, Russell Wilson won Super Bowls.

05:23 Speaker B

That is exactly right, Brad. You know, that's the kind of comment I love. Because the only thing I had to add to the conversation was a sporty comment from my house, that is that 2K is the 2K operator. People love that who are close to me. Um, but it's about Grand Theft Auto 6. I think this is a share that tends to loosen whether this game will be published earlier than later or not. For these investors in our audience, which sounds on Take 2, I really try to get information about when GTA 6 comes out. And that may be what can shift the share price despite the UH, predicts this game publication. At the moment we still see a little more than 1%. For our audience you can scan the following QR code to track the best and worst stocks with the side of the trend sticker from Yahoo Finance.