🍿 IZIPHONONONGA Iindaba - Paris/France.
Isigebenga saseMelika Ukusasaza Netflix (WKN: 552484) uye waneenyanga ezimbalwa. Amanani ababhalisile ehle kwiikota ezimbini ezidlulileyo okokuqala ngqa kwisithuba esingaphezu kweminyaka elishumi kwaye abasebenzi abayi-150 bagxothwa. Walt Disney kwelinye icala, inani labasebenzisi beenkonzo zayo Ukusasaza iqhubekile nokunyuka kwaye ithathe iNetflix ngokwenani labasebenzisi bokuqala. Ixabiso le-stock ye-Netflix liwile kwi-75% ukusuka kwixesha eliphakamileyo eliphezulu ekwindla ka-2021. Emva kwe-rally encinci, ixabiso lisekho i-68% ngaphantsi kwephezulu yanamhlanje (njenge-28 / 08 / 22, isebenza kuyo yonke idatha). Kodwa iindaba ezimbini ezivela kwimpelaveki ephelileyo ziyenza icace kum into yokuba konke kuhamba kakuhle kwiNetflix kwaye le ndlela yokusabela ngexabiso inokuthi igqitywe.
1. INetflix yongamela uluhlu lwangoku lweengoma Ukusasaza
Iziko lophando lwentengiso iNielsen lihlala lihlalutya iinkqubo ezijongwa ngabathengi baseMelika kumabonwakude okanye ngeendlela ezahlukeneyo Ukusasaza. Kwinyanga ephelileyo, i Ukusasaza xa iyonke igqithe okokuqala kumabonakude. Ngaphakathi kwe Ukusasaza, INetflix igqwesile kuluhlu lweenkqubo ezibukelwe kakhulu kwiveki ephelileyo phantsi kovavanyo.
Izitokhwe ezi-4 “Ezixhathisayo Kukwenyuka Kwamaxabiso” Onokuzithenga Namhlanje! Ngokungathandabuzekiyo ukunyuka kwamaxabiso kuyenyuka. Abatyali-mali banexhala. Imali eshiyeke ebhankini ilahlekelwa lixabiso layo minyaka le. Kodwa ungayityala phi imali yakho? Nazi izitokhwe ezi-4 ezizithandayo ezivela kubahleli beMotley Fool ukuba batyale imali njengoko ukunyuka kwamaxabiso kunyuka. Sicebise ezinye zezona stock zinengeniso kwesi sizukulwana kwangethuba, ezifana Shopify (+6%), Tesla (+878%) okanye MercadoLibre (+10%). Bamba ezi ntshukumo zi-714 ngelixa usenako. Faka ngokulula idilesi yakho ye-imeyile ngezantsi kwaye ucele le ngxelo yasimahla kwangoko. Cela uhlalutyo lwasimahla apha ngoku.
Ezona miboniso zibukelwe kakhulu zilishumi zonke zivela kwiNetflix. I-Netflix ikwabamba iindawo ezintlanu eziphezulu kuluhlu oluzivelisele lona ngokwalo. Xa kufikwa kwiimuvi ezibukelwe kakhulu, ezintlanu kwezona zintandathu zidumileyo zivela kwiNetflix.
Nangona le sisiqwengana seveki kuphela, ndicinga ukuba ibonisa ngokucacileyo indawo yentengiso yeNetflix kwimarike ebalulekileyo yase-US. Inkampani inezixa ezikhulu zedatha kwinto abantu abangathanda ukuyibona. Uluhlu lweenkqubo eziveliswe ngokwazo lubanzi kakhulu, ukuchitha malunga ne-US$17 yebhiliyoni ngonyaka kuqinisekisa umxholo omtsha rhoqo. Ukuba awujongi kuphela inani lababhalisi, kodwa kunye nesabelo semarike kunye nemiboniso ethandwa kakhulu, unokubona ukuba iNetflix iseyinkokeli yentengiso kwaye iyasandisa eso sikhundla.
2. Amaxabiso omrhumo oxhaswa yintengiso ayavuza
Kwaye olo phuhliso lunokomelela ekuqaleni kuka-2023- xa iNetflix iqala ukubonelela ngeemodeli zobhaliso kunye nentengiso. Amalungiselelo oku aqhuba ngokupheleleyo. INetflix isebenza nayo Microsoft kunye ukuphuhlisa inguqulelo exhaswa ngokungagqibelelanga ye-ad. Abasebenzisi emva koko - njengangaphambili - ukubukela iNetflix ngaphandle kwentengiso ngokupheleleyo, okanye ukutshintshiselana ngexabiso eliphantsi lomrhumo, intengiso iboniswe amaxesha ngamaxesha.
Iinkcukacha zamaxabiso zibhengezwe yiBloomberg ngempelaveki. Oku kuya kuba phakathi kwe-$ 7 kunye ne-$ 9 e-US, malunga nesiqingatha sexabiso langoku lokubhaliselwa okusemgangathweni kwe-$ 15,50. I-Netflix ke ngoko inokuqinisekisa ababhalisi abanokuthi bacinge ngexabiso kwaye banyuse ngakumbi inani lababhalisi bexesha elide, ngokuchanekileyo kuba inkonzo yeNetflix ibiza kakhulu xa ithelekiswa nabantu okhuphisana nabo njengeDisney +.
Ndikwazibona ezi ndaba njengezakhayo. Ngeli xabiso, iNetflix inokukhuphisana neDisney + (uguqulelo oluxhaswa yintengiso luya kubiza i-7,99 yeedola) kunye nezinye iinkonzo kwaye iphumelele kubabhalisi abanokuba novelwano ngexabiso. Oku kunokuzisa ukwanda ngakumbi kwinani lababhalisi, ngakumbi kumazwe anengeniso ephantsi.
I-Netflix ke ngoko ingqina ukuba inokuzivuselela namhlanje. Ndicinga ukuba inkampani iyakwazi ukuqhubeka nokukhula kwexesha elide kwaye ndifumana i-P/E ye-19 kunokuba ingabizi.
Eyona mpahla yethu ilungileyo ngo-2022
Kukho inkampani egama layo liduma kakhulu kubahlalutyi beMotley Fool kule mihla. Yenzelwe thina Olona tyalo-mali lungcono ngo-2022.
Usenokuzuza kuyo. Ukwenza oku, kufuneka uqale wazi konke malunga nale nkampani ikhethekileyo. Ke ngoku sinenye free ingxelo ekhethekileyo iqulunqwe, ebonisa le nkampani ngokweenkcukacha.
Cofa apha ukukhuphela le ngxelo ngoku simahla.
UHendrik Vanheiden ungumnikazi wezabelo zeWalt Disney, Netflix kunye neMicrosoft. I-Motley Fool inezabelo kwaye icebisa iMicrosoft, iNetflix kunye neWalt Disney kwaye icebisa oku kulandelayo: i-$ 145 umnxeba omde ngoJanuwari 2024 kwiWalt Disney kunye ne-$ 155 umnxeba omfutshane ngoJanuwari 2024 kwiWalt Disney.
SOURCE: Uphonononga Iindaba
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