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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":[],"wearingBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","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.laohunote.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>迪士尼股票最近下跌。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 (Walt Disney) 报告其 Disney+ 流媒体服务的订阅用户增长低于预期，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 自己短暂的用户失误，他认为这是一个买入机会。</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 维持跑赢大盘评级，但在周一的一份报告中将目标价从 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>他说，对现有市场订户增长的分析表明，服务内容增加的下降与订户增长的放缓相匹配。这支持了他的观点，即随着迪士尼+的内容机器（因大流行病关闭而受到阻碍）在未来几年加速运转，迪士尼+的用户增长将会加快。</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。今年迄今为止，股价下跌了 15%，但比 12 个月前的水平上涨了 5%。标普500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>卡哈尔说，目前该股的回落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态度。但他认为一个重要的问题是，Disney+ 是否不像最初预期的那样有前途，或者目前的下滑是否会被证明是短暂的。如果是后者，卡霍尔认为这是一个买入机会。</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，几年前这给该股带来了压力。卡哈尔写道，当时 “由于服务内容减少，网络添加暂时放缓”。</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>“他说：”事实证明，这些时期是 NFLX 投资者的绝佳买入机会，我们认为，一旦内容增加，DIS 也将以类似的方式突破。</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>卡哈尔指出，根据他对迪士尼目前各部分总和的分析，Disney+ 目前的市值比 Netflix (NFLX) 少了 1500 亿美元。他表示，差距可以缩小一点，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>“卡哈尔写道：”我们认为，自 DIS 推出 Disney+ 以来，折扣从未如此之大。“虽然迪士尼直接面向消费者业务的价值创造步伐在早期可能过于活跃，但我们不禁认为，现在对 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>卡哈尔并不孤单。作为巴伦本月早些时候，该公司的失误令投资者失望，但结果是可以接受的。毕竟，高管们重申了 2024 财年 Disney+ 用户数量将达到 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>迪士尼股票最近下跌。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>迪士尼股票最近下跌。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 (Walt Disney) 报告其 Disney+ 流媒体服务的订阅用户增长低于预期，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 自己短暂的用户失误，他认为这是一个买入机会。</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 维持跑赢大盘评级，但在周一的一份报告中将目标价从 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>他说，对现有市场订户增长的分析表明，服务内容增加的下降与订户增长的放缓相匹配。这支持了他的观点，即随着迪士尼+的内容机器（因大流行病关闭而受到阻碍）在未来几年加速运转，迪士尼+的用户增长将会加快。</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。今年迄今为止，股价下跌了 15%，但比 12 个月前的水平上涨了 5%。标普500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>卡哈尔说，目前该股的回落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态度。但他认为一个重要的问题是，Disney+ 是否不像最初预期的那样有前途，或者目前的下滑是否会被证明是短暂的。如果是后者，卡霍尔认为这是一个买入机会。</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，几年前这给该股带来了压力。卡哈尔写道，当时 “由于服务内容减少，网络添加暂时放缓”。</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>“他说：”事实证明，这些时期是 NFLX 投资者的绝佳买入机会，我们认为，一旦内容增加，DIS 也将以类似的方式突破。</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>卡哈尔指出，根据他对迪士尼目前各部分总和的分析，Disney+ 目前的市值比 Netflix (NFLX) 少了 1500 亿美元。他表示，差距可以缩小一点，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>“卡哈尔写道：”我们认为，自 DIS 推出 Disney+ 以来，折扣从未如此之大。“虽然迪士尼直接面向消费者业务的价值创造步伐在早期可能过于活跃，但我们不禁认为，现在对 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>卡哈尔并不孤单。作为巴伦本月早些时候，该公司的失误令投资者失望，但结果是可以接受的。毕竟，高管们重申了 2024 财年 Disney+ 用户数量将达到 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":1187,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/875668334"}