✔️ 2022-09-05 12:55:12 - Paris/France.
- Izenzo Netflix baqokelele ilahleko emalunga nama-60% ukusukela ekuqaleni konyaka. Okuninzi koku kuhla kubalelwa kwiziphumo zekota yokuqala ezingancumisiyo.
- Nangona kukho imiceli mngeni ebalulekileyo ezayo, i-NFLX ngoku irhweba ngokuphindaphinda okuthobekileyo kwaye isenayo iziseko ezomeleleyo kunye nethemba elihle lexesha elide.
- Xa uthelekisa ukusebenza kwezitokhwe Netflix xa kuthelekiswa ne-S&P 500, uSeptemba uthande ukuba yinyanga embi kwisigebenga Ukusasaza.
Umzobo 1: Netflix Ngaba iStock iyathengwa ngoSeptemba?
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(Funda ngakumbi malunga neMavenFlix: Netflix Ngaba iStock siyifumene indlela ebuyela emantla?)
Uqikelelo lwexesha elide kuqala
Ukuthathela ingqalelo Netflix (NFLX) – Fumana Netflix Inc. Ingxelo yesitokhwe, ndicinga ukuba kunengqiqo ukuthatha imbono yexesha elide kunokukhangela amathuba okuthengisa ixesha elifutshane. Ngaloo nto engqondweni, ndisacinga ukuba Netflix ihlala isisitokhwe esilungileyo sexesha elide ukuba singabanini. Oku kubulela kwiziseko zeshishini ezomeleleyo kunye namaxabiso aphantsi. I-NFLX okwangoku ithengisa kwi-21x umvuzo wonyaka ozayo, i-85% ngaphantsi kwe-avareji yembali ye-stock (ebuyela kwi-2009).
Kutheni izitokhwe Netflix batshone nzulu kangaka? Kwikota yokuqala, isigebenga se Ukusasaza yehle malunga ne-40% emva kokuthumela umvuzo ombi. Ichaze ilahleko elandelelanayo ye-200 yababhalisi abahlawulayo, ngelixa ulindelo lwemarike yayilongezo lwe-net ye-000 yezigidi zababhalisi.
Kwikota yesibini, nangona kunjalo, abahlalutyi bagqithise ukulungelelanisa kwi-downside. Imvumelwano yaseWall Street yabangela isigebenga se Ukusasaza 2 million ababhalisile. Kwaye nokuba Netflix ingxelo yelahleko enkulu yabasebenzisi kwimbali - malunga nabasebenzisi abangama-970 - ilahleko yababhalisi ibingeyonto imbi njengoko imarike ibiqikelele.
Iingxelo ezimbini zokugqibela zomvuzo zibonise ukuba ayiselula kangako Netflix ukutsala abasebenzisi abatsha kwiqonga layo. Ke ngoko, ugqaliselo lwenkampani olusondele kwixesha elizayo lutshintshele ekunyuseni ukukhula kwakhona kwengeniso (endaweni yokukhula kwabasebenzisi) ngokuphucula ukwenza imali kwisiseko esikhoyo sabasebenzisi.
Yingakho Netflix hlola iinketho zokwabelana ezihlawulweyo. Oku kwakhona kutheni Netflix iceba ukukhupha isicwangciso esinexabiso eliphantsi elixhaswa yintengiso, apho sinethemba lokutsala imithombo yengeniso eyongezelelweyo kumashumi ezigidi zamakhaya.
USeptemba uthande ukuba phantsi ngexesha lonyaka
Ngexesha elifutshane, uSeptemba uthande ukuba buthathaka ngamaxesha Netflix. Ndisebenzisa le theyibhile ingezantsi ukubonisa indlela izenzo ze Netflix ziziphathe ngokubanzi unyaka wonke. Le tshati ibonisa ukusebenza okungaphaya kunye nokungaqhubi kakuhle kwesitokhwe Netflix xa kuthelekiswa ne-S&P 500, ngenyanga, kule minyaka ilishumi idlulileyo (eyaziwa ngokuba yi "seasonality").
Umzobo 2: Umyinge wembuyekezo yenyanga ye-NFLX ngokuchasene ne-S&P 500 (ixesha lonyaka).
IStock Rover
Netflix iye yatsiba phantse i-500% ukususela ngo-2016. Kwaye ukususela kulo nyaka, uJanuwari uvelise imbuyekezo engcono kakhulu - ngelixa u-Aprili evelise eyona imbi. Enye ingcaciso ngalo mkhwa inokunxulunyaniswa nexesha leholide.
Kwiminyaka yakutshanje, ungathatheli ngqalelo ngo-2021 no-2022, Netflix ngokubanzi ibethe okulindelekileyo kwikota kaDisemba kwaye ngenxa yoko ibone izabelo zayo zinyuka. Kwi-2017, i-2018 kunye ne-2019, umzekelo, amasheya anyuke nge-13%, i-40% kunye ne-26%, ngokulandelanayo, emva kokuba i-NFLX ithumele ukukhula kwerekhodi ngokulandelanayo kwikota yesine.
Kwakhona qaphela ukuba ngoJulayi no-Agasti, izenzo ze Netflix zikwathe gqolo phezulu, kulindelo lwezinto eziphambili zekwindla, njengokukhutshwa komxholo omtsha.
NgoSeptemba noNovemba, izenzo Netflix Idla ngokuqhuba kakuhle kancinci, ngenxa yolwazi lwentengiso esebenza emva kweengxelo zengeniso. Kukho nethiyori yokuba izitokhwe zihlala ziwela ngaphambi kwexesha leeholide njengoko abarhwebi bekhupha izinto zabo zokubamba ukuphepha umngcipheko omkhulu xa iimarike zivaliwe.
Okubalulekileyo
Isenzo Netflix ikwazile ukuvelisa uluvo lwe-bullish emva kweziphumo zayo zekota yesibini. Abatyali-mali abaninzi babone ithuba elinomtsalane lokuthenga amasheya Netflix ngesaphulelo esikhulu.
Nangona ndisakholelwa oko Netflix luhlobo lwesitokhwe sokubamba ixesha elide, imingeni ekhoyo ngoku malunga nokubuyiselwa kokukhula kwexesha elisondeleyo kufuneka ibeke uxinzelelo kwiimpahla. Netflix, ngakumbi ekubeni imeko ye-macroeconomic isazinzile.
Imvumelwano "yentsebenzo yentengiso" phakathi kwabahlalutyi baseWall Street ibonisa ukuthandabuza malunga nokuguquka okubukhali kwenkampani.
Phakathi kwabaninzi abathandabuzayo, ndikhetha umhlalutyi we-Oppenheimer uJed Kelly ukuba ashwankathele isilumkiso seengcali. Uthi kukho ukuxhalaba kwexesha elifutshane kwizabelo ze Netflix, ezinokuchaphazeleka kukwanda kwe-churn. Olu tshintsho lunokuba ngenxa yokhuphiswano oluqinileyo phakathi kwamaqonga e Ukusasaza kunye noxinzelelo jikelele lokunyuka kwamaxabiso, olubangela ukuba abathengi bacothe inkcitho yabo ngokubona.
Phonononga iinkcukacha ezininzi kunye neetshathi
Uninzi lweegraphics ezisetyenziswa yiMavenFlix zibonelelwa yiStock Rover. Sichukumisekile bububanzi nobunzulu bemarike, isitokhwe kunye nolwazi lwe-ETF olubonelelwe leli qonga. I-Stock Rover ikwavumela ukuseta izihluzi ezineenkcukacha, ukulandelela iipotifoliyo zesiko kunye nokulinganisa ukusebenza kwazo ngokuchasene nenani leebenchmarks.
Funda ngakumbi kwi-stockrover.com kwaye uqalise ngexabiso eliphantsi njenge-7,99 yeedola ngenyanga. Iprimiyamu kunye nesicwangciso esinaso siya kukunika ukufikelela kulo lonke ulwazi olungena kuhlalutyo lwethu nokunye okuninzi.
IStock Rover
(I-Disclaimer: Oku akusiyo ingcebiso yotyalo-mali. Umbhali unokuba nesitokhwe esinye okanye ngaphezulu ezikhankanywe kule ngxelo. Ukongezelela, inqaku linokuqulatha amakhonkco adibeneyo. Olu buhlakani alunampembelelo kumxholo wokuhlela. Enkosi ngokuxhasa i-MavenFlix)
SOURCE: Uphonononga Iindaba
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