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2021-12-21

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Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote>

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Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191747148","media":"Benzinga","summary":"A Bank of America analyst has reiterated a Buy rating and a $191 price objective for the Walt Disney","content":"A Bank of America&nbsp;analyst has reiterated a Buy rating and a $191 price objective for the&nbsp;Walt Disney Co., citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.<blockquote>美国银行分析师重申了买入评级和191美元的目标价华特·迪斯尼公司。，理由是人们对该公司的影院上映感到失望，同时对其Disney+流媒体服务和不久的将来主题公园的上座率表示乐观。</blockquote> <img src=\"https://static.tigerbbs.com/cb1da51eaf9609e137c1a52810a44865\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"><blockquote></blockquote> On The Small Screen:In a new paper, BofA research analystJessica Reif Ehrlichstated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”<blockquote>在小屏幕上：在一篇新论文中，美国银行研究分析师杰西卡成熟诚实表示迪士尼“在主题公园容量持续增加和2022财年下半年内容不断改善的推动下，仍处于复苏的有利位置。”她估计，由于《披头士：归来》、《鹰眼》和即将上映的《波巴·费特》等内容的增加，以及其热门院线电影《丛林巡游》和《尚气与十环传奇》的流媒体演示，Disney+将增加700万新订阅者。</blockquote> She also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.<blockquote>她还认为，《披头士：归来》的受欢迎程度可能会刺激迪士尼“超越传统品牌”实现内容多元化，以吸引更多迪士尼+订户。</blockquote> On The Big Screen:In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with&nbsp;Sony Pictures&nbsp;for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.<blockquote>在大屏幕上：在当前周末的影院上映名单中，迪士尼有四部电影跻身美国影院票房前10名；它还与以下公司签订了共同融资和利润分享协议索尼影业对于目前的票房冠军，索尼正在发行的《蜘蛛侠：英雄无归》。</blockquote> However, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”<blockquote>然而，Ehrlich写道，迪士尼“本季度的影院上映令人失望，可能是由于奥密克戎变种的激增。因此，DIS将再次被迫重新评估2022年的电影发行策略。我们相信Disney+的成功是牛市论点的一个关键原则，如果票房持续低迷，电影可以作为DIS+的重要订户获取工具。”</blockquote> In The Theme Parks:Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”<blockquote>在主题公园：纵观迪士尼主题公园的运营，埃利希预计2022年第一季度“将反映出上座率改善的迹象”，并指出冠状病毒的奥密克戎变种“迄今为止尚未对上座率产生重大影响”。</blockquote> She also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.<blockquote>她还预测，“提高公园的运营杠杆”将抵消因缺乏政治广告、NFL和大学橄榄球成本增加以及国际频道减少而造成的“内容销售/许可方面的增量阻力”。</blockquote> In The Near Future:Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due&nbsp;to cord cutting, weakened consumer confidence and softer theme park attendance,&nbsp;advertising weakness due to softer audience delivery and/or economic conditions and/or&nbsp;film flops and poor execution with respect to the 21CF integration.”<blockquote>在不久的将来：展望未来，她预测FYQ1息税前利润为15.2亿美元，每股收益为37美分，高于之前预测的15亿美元和35美分。然而，她也警告说，潜在的风险等待着该公司，包括“由于裁员、消费者信心减弱和主题公园上座率疲软，ESPN的增长显着放缓，由于观众交付疲软和/或经济状况和/或电影疲软而导致的广告疲软以及21CF集成的执行不力。”</blockquote>","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>Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nIs Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-12-21 08:55\n</div>\n</div>\n</h4>\n</header>\n<article>\nA Bank of America&nbsp;analyst has reiterated a Buy rating and a $191 price objective for the&nbsp;Walt Disney Co., citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.<blockquote>美国银行分析师重申了买入评级和191美元的目标价华特·迪斯尼公司。，理由是人们对该公司的影院上映感到失望，同时对其Disney+流媒体服务和不久的将来主题公园的上座率表示乐观。</blockquote> <img src=\"https://static.tigerbbs.com/cb1da51eaf9609e137c1a52810a44865\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"><blockquote></blockquote> On The Small Screen:In a new paper, BofA research analystJessica Reif Ehrlichstated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”<blockquote>在小屏幕上：在一篇新论文中，美国银行研究分析师杰西卡成熟诚实表示迪士尼“在主题公园容量持续增加和2022财年下半年内容不断改善的推动下，仍处于复苏的有利位置。”她估计，由于《披头士：归来》、《鹰眼》和即将上映的《波巴·费特》等内容的增加，以及其热门院线电影《丛林巡游》和《尚气与十环传奇》的流媒体演示，Disney+将增加700万新订阅者。</blockquote> She also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.<blockquote>她还认为，《披头士：归来》的受欢迎程度可能会刺激迪士尼“超越传统品牌”实现内容多元化，以吸引更多迪士尼+订户。</blockquote> On The Big Screen:In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with&nbsp;Sony Pictures&nbsp;for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.<blockquote>在大屏幕上：在当前周末的影院上映名单中，迪士尼有四部电影跻身美国影院票房前10名；它还与以下公司签订了共同融资和利润分享协议索尼影业对于目前的票房冠军，索尼正在发行的《蜘蛛侠：英雄无归》。</blockquote> However, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”<blockquote>然而，Ehrlich写道，迪士尼“本季度的影院上映令人失望，可能是由于奥密克戎变种的激增。因此，DIS将再次被迫重新评估2022年的电影发行策略。我们相信Disney+的成功是牛市论点的一个关键原则，如果票房持续低迷，电影可以作为DIS+的重要订户获取工具。”</blockquote> In The Theme Parks:Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”<blockquote>在主题公园：纵观迪士尼主题公园的运营，埃利希预计2022年第一季度“将反映出上座率改善的迹象”，并指出冠状病毒的奥密克戎变种“迄今为止尚未对上座率产生重大影响”。</blockquote> She also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.<blockquote>她还预测，“提高公园的运营杠杆”将抵消因缺乏政治广告、NFL和大学橄榄球成本增加以及国际频道减少而造成的“内容销售/许可方面的增量阻力”。</blockquote> In The Near Future:Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due&nbsp;to cord cutting, weakened consumer confidence and softer theme park attendance,&nbsp;advertising weakness due to softer audience delivery and/or economic conditions and/or&nbsp;film flops and poor execution with respect to the 21CF integration.”<blockquote>在不久的将来：展望未来，她预测FYQ1息税前利润为15.2亿美元，每股收益为37美分，高于之前预测的15亿美元和35美分。然而，她也警告说，潜在的风险等待着该公司，包括“由于裁员、消费者信心减弱和主题公园上座率疲软，ESPN的增长显着放缓，由于观众交付疲软和/或经济状况和/或电影疲软而导致的广告疲软以及21CF集成的执行不力。”</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191747148","content_text":"A Bank of America analyst has reiterated a Buy rating and a $191 price objective for the Walt Disney Co., citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.\n\nOn The Small Screen:In a new paper, BofA research analystJessica Reif Ehrlichstated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”\nShe also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.\nOn The Big Screen:In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with Sony Pictures for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.\nHowever, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”\nIn The Theme Parks:Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”\nShe also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.\nIn The Near Future:Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due to cord cutting, weakened consumer confidence and softer theme park attendance, advertising weakness due to softer audience delivery and/or economic conditions and/or film flops and poor execution with respect to the 21CF integration.”","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3570,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":10,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/693588548"}