✔️ 2022-03-29 15:27:00 - Paris/France.
Izenzo zeengxilimbela ezimbini ezinkulu zokuzonwabisa zehlabathi kwi Ukusasaza, Netflix (I-NASDAQ 🙂 kunye neNkampani yeWalt Disney (NYSE :), ibonakala ikwindlela eyahlukileyo kulo nyaka.
Ngaphantsi koxinzelelo lokuhla ngokukhawuleza kweempahla ezijoliswe ekukhuleni ngo-2022 kunye nokuphoxeka, Netflix, esekelwe eLos Gatos, ilahlekelwe ngaphezu kwesithathu sexabiso layo ukuza kuthi ga ngoku kulo nyaka. Ivale ngoMvulo kwi-378,51 yeedola.
Okwangoku, iBurbank, i-Calif.-based Disney ilahlekelwe kuphela malunga ne-10,4% ngexesha elifanayo. Ivale ngoMvulo kwi-138,72 yeedola.
Kutshanje, iNdlu yeMouse ibonise iimpawu ezicacileyo zokuba eyona bhubhani ye-COVID iphelile. Inguqu enomtsalane yeza nedatha eyomeleleyo evela kwiipaki zayo kunye neendawo ekuchithelwa kuzo iiholide, apho ingeniso ifike irekhodi eliphezulu, ikhuthazwa kukuthontelana okukhulu kweendwendwe eUnited States, eYurophu naseAsia. Lo mfutho uya kuqhubeka ukuya kwinxalenye eseleyo yonyaka njengoko amagunya amaninzi esusa izithintelo zamandla phakathi kwemfuno eyomeleleyo yokuzonwabisa yangaphandle kwimeko yasemva kobhubhani.
Kodwa eyona nto imangalisayo iDisney yaziswa kulo nyaka ivela kwinkonzo yayo yokusasaza. Ukusasaza, Disney +, esatsala izigidi zababhalisi abatsha phakathi kokuphola emva kobhubhane kwishishini lilonke lenkampani. Ukusasaza.
Kwikota eyaphela ngoJanuwari 1, i-Disney ibike i-11,8 yezigidi zababhalisi be-Disney +, ukufikelela kwi-129,8 yezigidi zababhalisi, ukusuka kwi-118,1 yezigidi kwikota yangaphambili. Netflix, ngokuchaseneyo, uxelele abatyali-mali ngoJanuwari ukuba iya kongeza kuphela i-2,5 yezigidi zabathengi abatsha kule kota.
Ixabiso elingakumbi kwi-Disney stock
Olu longezelelo lunamandla luphumela ekugxileni kweDisney ekudaleni umxholo omtsha weyona franchise idumileyo, kubandakanya Imfazwe yeNkwenkwezi kunye neMarvel, kunye nesigqibo sokudibanisa imirhumo yeDisney + kunye neenkonzo zayo zeHulu kunye ne-ESPN +, ngokutsho kwe-CEO yenkampani, uBob Chapek.
Ukukhuthazwa kolu phuhliso, abahlalutyi babona ixabiso elingakumbi lokuba ne-Disney stock kunokuba Netflix kule mihla. Ukurhweba ngexabiso phambili-to-imivuzo multiple of 32, malunga efanayo njengoko Netflix, I-Disney ngoku iyinxalenye yeligi yee-stocks ezikhulayo. Kungenxa yoko le nto abahlalutyi bejonga iDisney ngokuncomekayo kunoko Netflix.
Kuphando lwe-Investing.com lwabahlalutyi be-30, i-Disney ine-22 "yokuthenga" imilinganiselo kunye ne-"overperform" iyonke.
Disney Consensus Uqikelelo
Umthombo: Investing.com
Kwindaba ye Netflix, I-poll ye-Investing.com yohlalutyi lwabaphenduli be-43 banombono oxubileyo, kunye nesiqingatha esingacebisi ukuthenga isitokisi.
Uqikelelo lwemvumelwano ye Netflix
Umthombo: Investing.com
Ngokutsho kwe-CNBC, i-Wells Fargo iphinda iphinda i-Overweight rating kwi-Disney kwiveki ephelileyo, ibonelela ngexabiso elijoliswe kwi-196 yeedola. Inkampani ibonise i-10% ukuya kwi-11% yokunyusa ibona kwiipaki zelizwe ngo-2023. Uqikelelo luka-Wells Fargo olunokuthi luguqulele malunga nokunyuka kwe-5% kwimivuzo yenkampani ngesabelo ngasinye.
Ukwahlukana kweDisneyNetflix, ngokutsho kweBloomberg, ibonisa ingxaki ye-tech stocks ngokubanzi: Abahlalutyi balindele ukukhula kwengeniso ye-tech enkulu ukuba icothe ngokukhawuleza.
kunjalo, Netflix isoloko ichacha ngamandla kwezi ngxaki, incediswa ngumxholo wayo obalaseleyo kunye nobugcisa. Ngenxa yolu xwebhu lwebalance sheet elomeleleyo, uBill Ackman wasePershing Square uthenge ngaphezu kwe-3,1 yezigidi zezabelo Netflix ekupheleni kukaJanuwari, kumenza abe ngomnye wabaninizabelo abakhulu abangama-20.
Kwinqaku kwiveki ephelileyo, uJP Morgan uphinde waphinda Netflix njengowona mbono ulungileyo, ucaphula "utshintsho lwehlabathi, umxholo owomeleleyo, umgama ukusuka kubhubhane kunye nokuphuculwa kwezinto eziphathekayo ekuhambeni kwemali simahla" njengezinto ezixhasa isitokhwe.
isiphelo
Disney kunye Netflix zombini ziyinxalenye yemithombo yeendaba engundoqo kuyo nayiphi na ipotifoliyo yexesha elide. Nangona kunjalo, iDisney ikwimeko engcono yokuvelisa ukukhula kulo nyaka njengoko amashishini elifa lakhe evulwa kwakhona kwaye enze ukukhula.
Kwelinye icala, Netflix linyathelo eliya phambili kumxholo kunye neteknoloji. Endaweni yokuthanda omnye kunomnye, sikholelwa ukuba abatyali-mali kufuneka bahlule izikhundla zabo ngokulinganayo ukuze babambe amandla aphezulu kwezi zitokhwe zomgangatho.
SOURCE: Uphonononga Iindaba
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