Yes, it’s _老虎社区_美港股上老虎

StayHome

2021-11-23

Yes, it’s a good opportunity to buy Disney share if it drop some more …

Pls comment and like. Thanks.

Disney stock dropped lately. This analyst sees streaming as a buying opportunity.

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":875660466,"tweetId":"875660466","gmtCreate":1637643941600,"gmtModify":1637646174697,"author":{"id":3586303845668227,"idStr":"3586303845668227","authorId":3586303845668227,"authorIdStr":"3586303845668227","name":"StayHome","avatar":"https://static.tigerbbs.com/a2090cc80fca211990d8fc4e216f75b7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":96,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Yes, it’s a good opportunity to buy Disney share if it drop some more …</p><p>Pls comment and like. Thanks.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Yes, it’s a good opportunity to buy Disney share if it drop some more …</p><p>Pls comment and like. Thanks.&nbsp;</p></body></html>","text":"Yes, it’s a good opportunity to buy Disney share if it drop some more … Pls comment and like. Thanks.","highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/875660466","repostId":1171738636,"repostType":4,"repost":{"id":"1171738636","kind":"news","pubTimestamp":1637639864,"share":"https://www.laohu8.com/m/news/1171738636?lang=&edition=full","pubTime":"2021-11-23 11:57","market":"us","language":"en","title":"Disney stock dropped lately. This analyst sees streaming as a buying opportunity.","url":"https://stock-news.laohu8.com/highlight/detail?id=1171738636","media":"Barrons","summary":"Shares of Walt Disney dropped this month after the company reported slower-than-expected subscriber ","content":"<p>Shares of&nbsp;Walt Disney&nbsp;dropped this month after the company reported slower-than-expected subscriber growth for its Disney+ streaming service. An analyst at Wells Fargo, who likened the blip to&nbsp;Netflix’s&nbsp;own short-lived subscriber stumbles, sees a buying opportunity.</p>\n<p>Wells Fargo analyst Steven Cahall maintained an Overweight rating but cut his price target to $196 from $203 in a note on Monday.</p>\n<p>He said an analysis of subscriber growth within existing markets suggests that a drop in content additions to the service matched up with the slowing pace of subscriber growth. That supports his view that Disney+ subscriber growth will speed up as the company’s content machine—which was hampered by pandemic shutdowns—revs up in the coming years.</p>\n<p>Disney stock&nbsp;rose 0.1%, to $154.16 in Monday&nbsp;trading. Shares are down 15% year-to-date but up 5% from their levels 12 months ago. The&nbsp;S&amp;P 500&nbsp;fell 0.3% and the&nbsp;Dow Jones Industrial Average&nbsp;rose 0.1%.</p>\n<p>Cahall said the current pullback in the stock means investors are taking a more cautious view of Disney’s direct-to-consumer efforts. But he thinks an important question is whether Disney+ isn’t as promising as initially expected, or if the current dip will prove short-lived. If it’s the latter, Cahall sees a buying opportunity.</p>\n<p>The analyst compared it to questions about Netflix and expectations about its total addressable market, which weighed on the shares a few years ago. It was “when net adds temporarily slowed resultant of less content hitting the service,” Cahall wrote.</p>\n<p>“Those periods proved to be great buying opportunities for NFLX investors, and we’re of the view that DIS will breakout in similar fashion once content ramps,” he said.</p>\n<p>Cahall notes that, based on his analysis on the sum of Disney’s parts at current levels, Disney+ is now worth $150 billion less than Netflix (NFLX). He said that gap can close a bit, and suggests buying the stock.</p>\n<p>“We don’t think the discount has been this big since DIS launched Disney+,” Cahall wrote. “While perhaps there was too much exuberance around [the Disney direct-to-consumer business’] pace of value creation early on, we can’t help but think that now the valuation discount to NFLX is looking overdone.”</p>\n<p>Cahall isn’t alone. As <i>Barron’s</i> wrote in earlier this month, the company’s miss disappointed investors but the results were acceptable. After all, executives reaffirmed expectations for up to 260 million subscribers on Disney+ for fiscal 2024. The rest is just noise.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney stock dropped lately. This analyst sees streaming as a buying opportunity.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney stock dropped lately. This analyst sees streaming as a buying opportunity.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/disney-stock-price-buying-opportunity-51637604137?mod=hp_DAY_9><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Walt Disney dropped this month after the company reported slower-than-expected subscriber growth for its Disney+ streaming service. An analyst at Wells Fargo, who likened the blip to Netflix...</p>\n\n<a href=\"https://www.barrons.com/articles/disney-stock-price-buying-opportunity-51637604137?mod=hp_DAY_9\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.barrons.com/articles/disney-stock-price-buying-opportunity-51637604137?mod=hp_DAY_9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171738636","content_text":"Shares of Walt Disney dropped this month after the company reported slower-than-expected subscriber growth for its Disney+ streaming service. An analyst at Wells Fargo, who likened the blip to Netflix’s own short-lived subscriber stumbles, sees a buying opportunity.\nWells Fargo analyst Steven Cahall maintained an Overweight rating but cut his price target to $196 from $203 in a note on Monday.\nHe said an analysis of subscriber growth within existing markets suggests that a drop in content additions to the service matched up with the slowing pace of subscriber growth. That supports his view that Disney+ subscriber growth will speed up as the company’s content machine—which was hampered by pandemic shutdowns—revs up in the coming years.\nDisney stock rose 0.1%, to $154.16 in Monday trading. Shares are down 15% year-to-date but up 5% from their levels 12 months ago. The S&P 500 fell 0.3% and the Dow Jones Industrial Average rose 0.1%.\nCahall said the current pullback in the stock means investors are taking a more cautious view of Disney’s direct-to-consumer efforts. But he thinks an important question is whether Disney+ isn’t as promising as initially expected, or if the current dip will prove short-lived. If it’s the latter, Cahall sees a buying opportunity.\nThe analyst compared it to questions about Netflix and expectations about its total addressable market, which weighed on the shares a few years ago. It was “when net adds temporarily slowed resultant of less content hitting the service,” Cahall wrote.\n“Those periods proved to be great buying opportunities for NFLX investors, and we’re of the view that DIS will breakout in similar fashion once content ramps,” he said.\nCahall notes that, based on his analysis on the sum of Disney’s parts at current levels, Disney+ is now worth $150 billion less than Netflix (NFLX). He said that gap can close a bit, and suggests buying the stock.\n“We don’t think the discount has been this big since DIS launched Disney+,” Cahall wrote. “While perhaps there was too much exuberance around [the Disney direct-to-consumer business’] pace of value creation early on, we can’t help but think that now the valuation discount to NFLX is looking overdone.”\nCahall isn’t alone. As Barron’s wrote in earlier this month, the company’s miss disappointed investors but the results were acceptable. After all, executives reaffirmed expectations for up to 260 million subscribers on Disney+ for fiscal 2024. The rest is just noise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":856,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["DIS"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":82,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/875660466"}