Page 4 - Bloomberg Businessweek - November 19, 2018

Bloomberg Businessweek The Year Ahead 2019 50 Companies to Watch

9 Cheniere Energy Inc. ▲ LNG US

Est. sales Est. EPS Total 12-month 1-year total Female board
sales
return
growth
assets
growth
membership
Energy 21.3% 226.7% $30b $7b 29.2% 9.1%
With liquefied natural gas shipping terminals in Louisiana aloft, even in the offseason. It’s even somewhat insulated
and Texas, Cheniere Energy finds itself in a sweet spot against China’s threat of retaliatory tariffs by long-term
as rising demand, particularly in Asia, keeps LNG prices contracts that safeguard its cash flow.
10 CK Asset Holdings Ltd. ▼ 1113 HK

Financials Est. sales 12.6% Total 12-month 1-year total Female board
Est. EPS
membership
growth
return
assets
growth
sales
26.7%
$6b
-18.9%
55.5%
$58b
Victor Li, son of Li Ka-shing, Hong Kong’s richest man, expanded overseas, paying $1.3 billion for UBS’s London
has been steering CK Asset in a new direction since headquarters and bidding $9.5 billion for Australian gas
taking over from his father in May. To lower the property pipeline giant APA Group. Core profit jumped 20 percent
developer’s exposure to a correction in Hong Kong, he’s when CK reported earnings in August.
11 Comcast Corp. ▲ CMCSA US
Est. sales Est. EPS Total 12-month 1-year total Female board
growth growth assets sales return membership
Media 4.5% 19.6% $191b $88b 8% 20%
86
With its purchase of Sky Plc, the largest U.S. cable Inc.’s. Comcast is well-positioned to withstand wireless’s
operator is on the cusp of transforming itself into a global 5G broadband rollout thanks to its own ultrahigh-speed
distributor with more than 50 million subscribers. While offerings. Still, pressure remains to report strong internet
the acquisition is a gamble, it opens up the possibility gains over the next few quarters.
of launching a global streaming platform to rival Netflix
▷ If You Stream It, Will They Watch?

Comcast’s Sky deal is part of the global HBO’s new owner, AT&T, has signaled that in local languages, knowing that what’s
war for streaming dominance. That field of it wants the premium channel to increase its popular in one country might not appeal in
battle will grow more crowded next year programming to get subscribers tuning in another. Comcast may be forced to create
when both Walt Disney Co. and AT&T Inc.’s more often—an hour every day, rather than original shows for Sky if AT&T decides to
WarnerMedia launch new online video just one or two hours on Sunday nights. stop licensing HBO and Warner Bros. shows
services. These media giants will not only be That still might not be enough to match and movies and instead keeps them for its
competing on price, they’ll also be vying for Netflix Inc. With more than 130 million new streaming service. ——Gerry Smith
the top creative talent and spending millions customers around the world, the company
to create more original shows. is burning cash to create original series

12 Dell Technologies Inc. – DELL US
Technology Est. sales N/M Total 12-month 1-year total Female board
Est. EPS
membership
return
assets
growth
growth
sales
N/M
N/M
$123b
16.7%
$86b
Dell is looking to simplify its capital end of the year. Doing so means buying up the tracking
structure and return to being a stock for its VMware unit, which will set off an avalanche
publicly listed stock, possibly by the of arguments as investors try to drive up the final price.