😍 2022-03-17 16:56:15 - Paris/France.
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Izenzo zobunzima yosasazo kunye nokuzonwabisa kwe-intanethi ye-Netflix kwehle ngaphezu kwe-41% ukususela ekuqaleni kwe-2022
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ISikhokelo soMbhalisi we-Net kwi-Q1 yayibuthathaka, idala ii-Headwinds ze-NFLX Stock
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Abatyali-mali bexesha elide banokuqwalasela ukuthenga isitokhwe se-NFLX kumanqanaba angoku
Izenzo zovulindlela wokuzonwabisa kwi yosasazo Netflix (NASDAQ :) ziye zawa ngaphezu kwe-41,3% kude kube ngoku kulo nyaka, kwaye malunga ne-32,5% kwiinyanga ezidlulileyo ze-12. Ngokuthelekisa, ukususela ngoJanuwari, isalathisi kunye Iinkonzo zeRoundhill ETF Ukusasaza kunye neteknoloji (I-NYSE 🙂 iphantsi kwe-11,6% kunye ne-24,8%, ngokulandelanayo.
Ngomhla we-17 kaNovemba ka-2021, izabelo ze-NFLX zigqithise i-$ 700 kwaye zafikelela kwinqanaba eliphezulu. Kodwa ukusukela ngoko, isitokhwe seNetflix siphantsi koxinzelelo olukhulu. Uluhlu lweeveki ezingama-52 luye lwaba yi-$ 329,82 ukuya kwi-700,99 yeedola, ngelixa i-market cap yenkampani imi kwi-156,7 yeebhiliyoni zeedola.
Iimetriki zamva nje zibonisa ukuba ukubhaliswa kwevidiyo-kwimfuno (SVOD) yehlabathi jikelele "kuya kunyuka nge-491 yezigidi phakathi kwe-2021 kunye ne-2026 ukufikelela kwi-1,64 yezigidigidi. I-China kunye ne-United States iya kwenza i-49% ye-totali yehlabathi ngo-2026, ukusuka kwi-56%. Ipesenti ka-2021”.
Ngeli xesha, iNetflix ngumboneleli okhokelayo weSVOD eUnited States. Amazon (I-NASDAQ 🙂 ilandelayo, ilandelwa yiDisney + evela Walt Disney (NYSE:).
INetflix ikhuphe iziphumo zayo zekota yesine nge-20 kaJanuwari. Ingeniso ifikelele kwi-7,7 yeebhiliyoni zeerandi, i-16% ngaphezu kwexesha elifanayo kunyaka ophelileyo. Inani lababhalisi linyuke nge-8,9% ukuya kwi-221,84 yezigidi.
Inani lababhalisi elishiyekileyo, elaliyi-8,28 yezigidi, lalingaphantsi kuneloqikelelo lwangaphambili lwe-8,5 yezigidi. I-EPS eDiluted yayiyi-1,33 yeedola, xa kuthelekiswa ne-1,19 yeedola kwikota yesine ka-2020.
Kwileta yayo eya kubaninizabelo, abaphathi beNFLX bathi:
“Ingeniso yonyaka wonke ye-30 yeebhiliyoni zeerandi inyuke nge-19% unyaka nonyaka, ngelixa inzuzo yokusebenza ye-6,2 yeebhiliyoni zeedola inyuke nge-35% unyaka nonyaka. Lilonke, ngo-2021, uthotho lweNetflix lwabalelwa ezintandathu kwezona ziphezulu ziphandwa kakhulu kwimiboniso. kwihlabathi jikelele, ngelixa iifilimu zethu zibalelwa kwi-10 ephezulu. »
Inkampani ilindele ukufikelela kwi-2,5 yezigidi zenetha ezihlawulweyo zongeza yosasazo kwihlabathi kwikota yokuqala ka-2022. Ngelixa ingeniso kulindeleke ukuba ifikelele kwi-7,9 yeebhiliyoni zeedola, i-EPS ehlanjululweyo iqikelelwa kwi-2,86 yeedola.
Ngaphambi kokuba kukhutshwe umvuzo we-Q510, izabelo zeNetflix zazijikeleza malunga ne-357,53 yeedola. Kodwa ukususela ngoLwesithathu, ixabiso lesitokhwe laliyi-30 yeedola. Oko kuthetha ukuba isitokhwe se-NFLX silahlekelwe ngaphezu kwe-XNUMX% ukususela kwisibhengezo semivuzo kaJanuwari.
Yintoni onokuyilindela kwisitokhwe seNetflix
Phakathi kwabahlalutyi abangama-43 abaphononongwa nge-Investing.com, isitokhwe se-NFLX sikalwe " ukugqitha".
Uqikelelo lwemvumelwano oluvela kubahlalutyi abaphandwe yi-Investing.com.
Umthombo: Investing.com
I-Wall Street nayo inexabiso eliphakathi kweenyanga ezili-12 ezijoliswe kwi-510,34 ye-stock, engaphezulu kwe-45% ephezulu kunamanqanaba angoku. Uluhlu lwexabiso leenyanga ezili-12 okwangoku luphakathi kwe-$330 kunye ne-$735.
Ngokukwanjalo, ngokusekwe kwinani leemodeli zoqingqo-maxabiso, njengalezo ezinokuthathela ingqalelo ixabiso-kuya-kwingeniso okanye ixabiso lokuthengisa ii-multiples okanye i-terminal values, ixabiso eliphakathi elilungileyo lezabelo zeNetflix kwi-InvestingPro ngumfundi kwi-504,21 yeedola.
Iimodeli zokuxabisa ngabakwa-InvestingPro.
Umthombo: InvestPro
Ngamanye amazwi, ixabiso elisisiseko libonisa ukuba isitokhwe sinokunyuka nge-41%.
Sinokujonga kwakhona kwimpilo yezemali yeNetflix, egqitywe ngokubeka izinto ezingaphezu kwe-100 ngokuchasene noontanga bayo kwishishini leenkonzo zonxibelelwano.
Ngokomzekelo, malunga nokukhula kunye nengeniso, amanqaku angama-4 kwi-5. Amanqaku ayo onke amanqaku e-3 yinqanaba elihle lokusebenza.
Okwangoku, ixabiso lemivuzo ye-NFLX, ixabiso-kwincwadi, kunye nexabiso lokuthengisa i-30,6x, 9,9x, kunye ne-5,3x, ngokulandelanayo. Iimetriki ezithelekisekayo ukusuka koontanga bayo zime kwi-3,7x, 3,2x, kunye ne-4,8x, ngokulandelelanayo. La manani abonisa ukuba nangona ukuhla kwexabiso lakutshanje, ixabiso elisisiseko le-NFLX stock lihlala licebile.
Ngokwenxalenye yayo, i-Amazon yexabiso-kuya-ingeniso, ixabiso lentengo-kwincwadi kunye nexabiso lokuthengisa i-46,0x, 11,1x kunye ne-3,3x, ngokulandelanayo. Okokugqibela, iimetriki zikaDisney zime kwi-79,2x, 2,8x, kunye ne-3,4x, ngokulandelanayo.
Silindele ukuba izabelo zeNetflix zakhe isiseko phakathi kwe-340 yeedola kunye ne-360 yeedola kwiiveki ezizayo. Emva koko, izitokhwe zinokuqala inqanaba elitsha lokunyuka.
Yongeza i-NFLX Stock kwiiPotfoliyo
Iinkunzi zeNetflix ezingenaxhala malunga nokuguquguquka kwexesha elifutshane zinokuqwalasela ukutyala imali ngoku. Ixabiso layo elijoliswe kuyo liya kuba yi-504,21 yeedola, njengoko kuphakanyiswe yimizekelo yoqikelelo olusisiseko.
Kungenjalo, abatyali-mali banokuqwalasela ukuthenga ingxowa-mali yotshintshiselwano (ETF) ebambe isitokhwe se-NFLX njengendawo yokubamba. Eminye imizekelo yile:
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Iinkonzo zeRoundhill ETF Ukusasaza kunye neteknoloji (NYSE 🙂
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Invesco NASDAQ Internet ETF (I-NASDAQ 🙂
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I-iShares Evolved US Media and Entertainment ETF (NYSE 🙂
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I-First Trust Internet Index Fund (NYSE 🙂
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ETF Pacer BioThreat Strategy (NYSE 🙂
Okokugqibela, abatyali-zimali abalindele ukuba isitokhwe seNetflix sihlangane kwiiveki ezizayo banokujonga ukuseta umnxeba wenkomo.
Uninzi lwezicwangciso zokukhetha azifanelekanga kubo bonke abatyali-mali abathengisayo. Uninzi lwezicwangciso zokukhetha azifanelekanga kubo bonke abatyali-mali abathengisayo. Ngoko ke, le ngxoxo ilandelayo ye-stock ye-NFLX inikezelwa ngeenjongo zemfundo kwaye kungekhona njengeqhinga lokwenene lomtyalo-mali othengisayo oqhelekileyo ukuba alandele.
Ukuthengwa kweBullish kusasazeka kwi-Netflix Stock
Ixabiso le-Intraday ngexesha lokubhala: $ 351,40
Ku ikhulisiwe Iinketho zokubiza umnxeba, umrhwebi unomnxeba omde kunye nexabiso logwayimbo, okanye ukubetha, eliphantsi kunye nokuthenga okufutshane ngexabiso ugwayimbo phezulu. Omabini amaqela kwintengiselwano anesitokhwe esisisiseko esifanayo (okt Netflix) kunye nomhla wokuphelelwa.
Umrhwebi ufuna ukunyuka kwexabiso le-stock ye-NFLX. Kwinye ikhulisiwe iinketho umnxeba i-bullish, amanqanaba eenzuzo ezinokubakho kunye nelahleko zilinganiselwe. Umsebenzi usekwe ngexabiso elishiyekileyo (okanye i-net debit), emele ilahleko enkulu.
Umsebenzi ikhulisiwe Inketho yokufowuna yenkomo namhlanje kukuthenga umnxeba we-360 ngenxa ye-17 kaJuni ye-28,50 yeedola kwaye uthengise umnxeba we-370 nge-$ 24,10.
Ukuthenga olu rhwebo kubiza umtyali-mali malunga ne-4,40 yeedola, okanye i-$ 440 ngenkontileka nganye, ekwangumngcipheko omkhulu wolu rhwebo.
Simele sikhumbule ukuba umtyalo-mali unokulahlekelwa lula kwesi sixa ukuba isikhundla sibanjwe de siphelelwe lixesha kwaye zombini ii-tranches ziphelelwa yixabiso, oko kukuthi ukuba ixabiso le-stock ye-NFLX ekupheleni lingaphantsi kwexabiso lentengo. ugwayimbo yokhetho olude lomnxeba (okanye i-$ 360 kumzekelo wethu).
Ukubala ubuninzi benzuzo enokubakho, sinokuthabatha i-premium ehlawulwe ekusasazeni phakathi kwezi zibini ugwayimbokwaye phinda-phinda isiphumo nge-100. Ngamanye amazwi: (10 – 4,40) x 100 = $560.
Umrhwebi uya kwenza le nzuzo ephezulu ukuba ixabiso lezabelo zeNetflix lilingana okanye likhulu kunexabiso le ugwayimbo yokhetho lomnxeba omfutshane (i ugwayimbo phezulu) ekupheleni (okanye i-$ 370 kumzekelo wethu).
siphelo
Kwiinyanga zamva nje, izabelo zeNetflix ziye zaphantsi koxinzelelo olukhulu. Nangona kunjalo, ukuhla kuye kwaphucula umda wokhuseleko kubatyali-mali abathengiweyo, abanokuthi kungekudala bacinge ngokutyala imali kwi-real estate giant. yosasazo. Ngakolunye uhlangothi, abahwebi abanamava banokuphinda bamise urhwebo olukhethiweyo ukuze bazuze ngokunyuka okunokwenzeka kwexabiso le-stock ye-NFLX.
SOURCE: Uphonononga Iindaba
Ungalibazisi ukwabelana ngenqaku lethu kwiinethiwekhi zentlalo ukusinika ukomelela okuqinileyo. 😍