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CAN
CAN·Computer Hardware·Singapore
Canaan Inc. engages in the research and development, design, and sale of integrated circuits (IC), and lease of final mining equipment by integrating IC products for bitcoin mining and related compone...
1 Total1 External0 In-site
CANCAN
2026-03-30💻 TechnologyPitch
Externalby Longleaf Partners Global Fund · Other
Longleaf Partners Global Fund on CAN (CAN)
公司名称：Canal+ SA
详细生意模式：法国
护城河：法国付费电视运营商，MultiChoice Africa合并完成，续约2027-31年欧冠转播权。
估值水平：🟡中
EV/Market Cap：13x EV/EBITDA, 18x P/E
网络观点：内容端有UEFA赛事保护，非洲扩张提供增长，但流媒体竞争压力大。
AI观点：典型欧洲传统媒体陷阱：内容成本高企、用户流失压力。18x P/E for 5-6% EBITDA增长，没有安全边际。
原文日期：2026-01-15
作者简介：全球价值投资基金