分析师称康卡斯特或通过分拆NBC环球资产释放价值

投资观察01-13

康卡斯特旗下媒体资产当前被市场严重低估，这使其NBC环球部门内嵌的媒体与主题公园资产价值未能充分体现。分析师指出，考虑到康卡斯特已展现出与其他媒体公司合并的意愿，加之近期完成了线性有线电视网络的分拆、去年成功推出"史诗宇宙"主题公园，以及流媒体平台Peacock即将实现EBITDA收支平衡，现在或许是释放NBC环球价值的恰当时机。

分析师建议，康卡斯特可考虑对NBC环球资产进行免税分拆，使其成为独立实体。此后或可推进有线电视资产整合，潜在合作方包括特许通信公司或某无线运营商。分析师强调："从中期来看，NBC环球以某种形式参与行业整合似乎势在必行。"

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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