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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":875668334,"tweetId":"875668334","gmtCreate":1637644550486,"gmtModify":1637644550611,"author":{"id":3582285682937778,"idStr":"3582285682937778","authorId":3582285682937778,"authorIdStr":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Like</body></html>","htmlText":"<html><head></head><body>Like</body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/875668334","repostId":1171738636,"repostType":4,"repost":{"id":"1171738636","kind":"news","pubTimestamp":1637639864,"share":"https://www.laohu8.com/m/news/1171738636?lang=zh_CN&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.<blockquote>迪士尼股价最近下跌。这位分析师将流媒体视为买入机会。</blockquote>","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":"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.<blockquote>华特迪士尼公布其Disney+流媒体服务的用户增长慢于预期后，该公司股价本月下跌。富国银行(Wells Fargo)的一位分析师将这一现象比作Netflix自身短暂的订户失误，他看到了买入机会。</blockquote> Wells Fargo analyst Steven Cahall maintained an Overweight rating but cut his price target to $196 from $203 in a note on Monday.<blockquote>富国银行分析师Steven Cahall在周一的一份报告中维持跑赢大盘评级，但将目标价从203美元下调至196美元。</blockquote> 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.<blockquote>他表示，对现有市场用户增长的分析表明，该服务新增内容的下降与用户增长速度的放缓相匹配。这支持了他的观点，即随着该公司因大流行关闭而受到阻碍的内容机器在未来几年加速，Disney+用户增长将加速。</blockquote> 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%.<blockquote>周一交易中，迪士尼股价上涨0.1%，至154.16美元。今年迄今，股价下跌了15%，但较12个月前的水平上涨了5%。标准普尔500指数下跌0.3%，道琼斯工业平均指数上涨0.1%。</blockquote> 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.<blockquote>卡霍尔表示，目前该股的回调意味着投资者对迪士尼直接面向消费者的努力持更加谨慎的看法。但他认为一个重要的问题是Disney+是否没有最初预期的那么有前途，或者当前的下跌是否会被证明是短暂的。如果是后者，卡霍尔就会看到买入机会。</blockquote> 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.<blockquote>这位分析师将其与有关Netflix的问题以及对其整个潜在市场的预期进行了比较，这些问题在几年前给该股带来了压力。Cahall写道，这是“当net添加的内容减少导致服务暂时变慢时”。</blockquote> “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.<blockquote>“事实证明，这些时期对于NFLX投资者来说是绝佳的买入机会，我们认为，一旦内容增加，DIS将以类似的方式突破，”他说。</blockquote> 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.<blockquote>Cahall指出，根据他对迪士尼各部分当前水平总和的分析，Disney+目前的价值比Netflix(NFLX)低1500亿美元。他表示，缺口可以缩小一点，并建议买入该股。</blockquote> “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.”<blockquote>“我们认为自从DIS推出Disney+以来，折扣还没有这么大，”Cahall写道。“虽然早期[迪士尼直接面向消费者业务]的价值创造步伐可能过于繁荣，但我们不禁认为，现在NFLX的估值折扣看起来有些过头了。”</blockquote> Cahall 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.<blockquote>卡霍尔并不孤单。作为巴伦周刊本月早些时候，该公司的失误让投资者感到失望，但结果是可以接受的。毕竟，高管们重申了2024财年Disney+订阅用户将达到2.6亿的预期。剩下的只是噪音。</blockquote>","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.<blockquote>迪士尼股价最近下跌。这位分析师将流媒体视为买入机会。</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\">\nDisney stock dropped lately. This analyst sees streaming as a buying opportunity.<blockquote>迪士尼股价最近下跌。这位分析师将流媒体视为买入机会。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-11-23 11:57\n\n</h4>\n</header>\n<article>\nShares 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.<blockquote>华特迪士尼公布其Disney+流媒体服务的用户增长慢于预期后，该公司股价本月下跌。富国银行(Wells Fargo)的一位分析师将这一现象比作Netflix自身短暂的订户失误，他看到了买入机会。</blockquote> Wells Fargo analyst Steven Cahall maintained an Overweight rating but cut his price target to $196 from $203 in a note on Monday.<blockquote>富国银行分析师Steven Cahall在周一的一份报告中维持跑赢大盘评级，但将目标价从203美元下调至196美元。</blockquote> 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.<blockquote>他表示，对现有市场用户增长的分析表明，该服务新增内容的下降与用户增长速度的放缓相匹配。这支持了他的观点，即随着该公司因大流行关闭而受到阻碍的内容机器在未来几年加速，Disney+用户增长将加速。</blockquote> 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%.<blockquote>周一交易中，迪士尼股价上涨0.1%，至154.16美元。今年迄今，股价下跌了15%，但较12个月前的水平上涨了5%。标准普尔500指数下跌0.3%，道琼斯工业平均指数上涨0.1%。</blockquote> 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.<blockquote>卡霍尔表示，目前该股的回调意味着投资者对迪士尼直接面向消费者的努力持更加谨慎的看法。但他认为一个重要的问题是Disney+是否没有最初预期的那么有前途，或者当前的下跌是否会被证明是短暂的。如果是后者，卡霍尔就会看到买入机会。</blockquote> 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.<blockquote>这位分析师将其与有关Netflix的问题以及对其整个潜在市场的预期进行了比较，这些问题在几年前给该股带来了压力。Cahall写道，这是“当net添加的内容减少导致服务暂时变慢时”。</blockquote> “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.<blockquote>“事实证明，这些时期对于NFLX投资者来说是绝佳的买入机会，我们认为，一旦内容增加，DIS将以类似的方式突破，”他说。</blockquote> 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.<blockquote>Cahall指出，根据他对迪士尼各部分当前水平总和的分析，Disney+目前的价值比Netflix(NFLX)低1500亿美元。他表示，缺口可以缩小一点，并建议买入该股。</blockquote> “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.”<blockquote>“我们认为自从DIS推出Disney+以来，折扣还没有这么大，”Cahall写道。“虽然早期[迪士尼直接面向消费者业务]的价值创造步伐可能过于繁荣，但我们不禁认为，现在NFLX的估值折扣看起来有些过头了。”</blockquote> Cahall 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.<blockquote>卡霍尔并不孤单。作为巴伦周刊本月早些时候，该公司的失误让投资者感到失望，但结果是可以接受的。毕竟，高管们重申了2024财年Disney+订阅用户将达到2.6亿的预期。剩下的只是噪音。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/disney-stock-price-buying-opportunity-51637604137?mod=hp_DAY_9\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\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,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":826,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/875668334"}