✔️ 2022-09-20 22:29:00 - Paris/France.
Akatswiri akubetcha kwambiri izi Kusuntha kwa Netflix kutsatsa kuthandizira kusintha magwiridwe antchito m'modzi mwazinthu zofooka kwambiri za 2022.
Osachepera makampani atatu a Wall Street adakweza katundu wa kampaniyo akukhamukira mwezi uno, kutchula kuyambika kokonzekera kwa kulembetsa kothandizidwa ndi zotsatsa.
Chaka chino, netflix zochita adagwa 60%kupanga izo kampani yachinayi yochita bwino kwambiri pa ndondomeko ya Nasdaq 100. Zowonongeka zambiri zinali chifukwa cha malipoti ochepa owopsa a ndalama, kuphatikizapo kotala loyamba kuyambira 2011 momwe ogwiritsira ntchito ake adachepa.
Zotsatirazi zidadzutsa mafunso okhudzana ndi kuthekera kwake kuti apitilize kupindula pa nthawi ya mliri wa COVID-19, nkhani yotsika mtengo yotsatsa ingathandize kuthana nayo. Nyuzipepala ya Wall Street Journal inanena zimenezo Netflix mapulojekiti omwe amathandizidwa ndi zotsatsa afikira anthu pafupifupi 40 miliyoni owonera kwa kotala lachitatu la 2023.
"Netflix yamwa kale mankhwala ake, ndipo ili ndi zoyambitsa zomwe zili patsogolo pake zomwe zimagwirizana ndipo zimatha kupha," atero a David Klink, katswiri wofufuza zachilungamo ku Huntington Private Bank.
Netflix yakana kwanthawi yayitali kubweretsa zotsatsa ku ntchito yakeM'malo mwake, adakonda kukhala ndi zomwe muyenera kuwonera ngati "Squid Game" ndi "Stranger Things" kuti akope olembetsa omwe amalipira. Koma ndi ndalama za ogula zomwe zakhudzidwa ndi kukwera kwa inflation, kampaniyo inanena kuti makasitomala atayika kwambiri chaka chino. Zotsatsa zotsatsa zotsika mtengo pamwezi zitha kubweretsa ndalama zatsopano ndikukopa ogwiritsa ntchito ambiri.
Ngakhale kutsatsa si njira yothetsera mavuto amakampani, masheya amakhala osangalatsa chifukwa amapereka mawonekedwe amtengo wapatali komanso kukula, Klink adatero.
"Ndizodabwitsa kuganiza za Netflix ngati mtengo wamtengo wapatali, koma chifukwa cha malo osadziwika bwino, maofesi ambiri angapindule pokhala ndi katundu wotere, zomwe zimakhumudwitsa komanso zoteteza," adatero.
Oppenheimer inali kampani yaposachedwa kwambiri kuti ikhale ndi malingaliro abwino, ponena kuti kuchuluka kwa zotsatsa kuyenera kupititsa patsogolo kukula kwa olembetsa. Evercore ndi Macquarie adatenganso maudindo oyembekezera. Evercore adatcha zotsatsazo "chothandizira chowonekera bwino", chomwe "chingadzetse chiwonjezeko chachikulu pakukulitsa ndalama".
Kodi ndizoyenera kugula magawo a Netflix?
Chigwirizanocho chikutsamirabe ku kusamala. Zochepa gawo limodzi mwa magawo atatu a akatswiri amalangiza kugula Netflix, pamene oposa theka ali ndi chiwerengero chofanana ndi chiwerengero cha kusunga. Kumayambiriro kwa chaka, oposa 70% a akatswiri anali ndi chiwerengero cha bullish pa katundu.
Komabe, kukwera kwachiyembekezo kunathandizira masheya. Kuyambira Juni 16, Netflix ndi 41%motsutsana ndi phindu la 7,4% pa index.
Denny Fish, yemwe amayang'anira $4,4 biliyoni a Janus Henderson Global Technology and Innovation Fund, adati kuwerengera kwa Netflix ndi ziyembekezo zake zimapangitsa kuti zikhale zowoneka bwino kuposa zomwe zidagwa pamsika monga kholo la Facebook Meta Platforms.
"Kukula kwacheperachepera, pali mpikisano wochulukirapo, koma mwina ndi omwe mumamasuka nawo pakapita nthawi," adatero.
SOURCE: Ndemanga za News
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