meridianima on Cellnex Telecom, S.A. (CLNX.MC)
主要经营地 Madrid（西班牙）
详细的生意模式 通信塔/基础设施：长租约向运营商收租
护城河 长合约+CPI挂钩；高迁移成本；规模运营优势
估值水平 EV/EBITDA=13.5x；P/E=-137.3x
EV/Market Cap 2.09x
网络观点 🟢 相对私募交易倍数折价；去杠杆+资产处置+未来股息可能触发重估
AI的观点 ✅利率敏感型价值：看经常性FCF与杠杆下降路径 ✅核对：债务期限/利率、资产处置进度、续约与升级capex ⚠️利率/监管不利会拖延估值修复
作者简介 专业❌否；顶级❌否；13F❌否；回报121.2% (2 trades)
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