Disney is 'significantly undervalued,' KeyBanc says, sees 40% upside_老虎社区_美港股上老虎

Disney is 'significantly undervalued,' KeyBanc says, sees 40% upside

seekingalpha2021-12-14

Walt Disney (NYSE:DIS) shares are 'significantly undervalued' at current levels, KeyBanc Capital Markets analyst Brandon Nispel argues, saying the company's investments over the short and medium-term ...

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Alykrunch
·2021-12-14
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href=https://seekingalpha.com/news/3779590-disney-is-significantly-undervalued-keybanc-says-sees-40-upside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney (NYSE:DIS) shares are 'significantly undervalued' at current levels, KeyBanc Capital Markets analyst Brandon Nispel argues, saying the company's investments over the short and medium-term ...</p>\n\n<a href=\"https://seekingalpha.com/news/3779590-disney-is-significantly-undervalued-keybanc-says-sees-40-upside\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DIS","symbol_name":"迪士尼","start_time":0,"source_url":"https://seekingalpha.com/news/3779590-disney-is-significantly-undervalued-keybanc-says-sees-40-upside","article_id":"1136886071","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1136886071","pubTimestamp":1639446542,"columns":[],"sourceInfo":{"source_id":"lsy1638401102509","name":"seekingalpha"},"weMediaInfo":null,"summary":"Walt Disney (NYSE:DIS) shares are 'significantly undervalued' at current levels, KeyBanc Capital 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Disney (DIS) shares are down nearly 2% to $149.90 on Monday and have lost more than 15% year-to-date.\nLooking at Disney's (DIS) 10-K, the analyst expects the company to boost capital expenditures to $6.1 billion in both media and parks in 2022, up $2.5 billion from 2021.\nContent spend is expected to jump 32% to $33 billion in 2022, which should help Disney's direct-to-consumer business, as they expect 50 studio titles, versus 15 to 20 in 2021, including 20 theatrical releases in 2022, compared to 15-20 in fiscal 2021.\nSiriusXM (NASDAQ:SIRI) has reportedly hired Joe Inzerillo, formerly the chief technology officer of Disney+ streaming service, as the company's chief product and technology 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rise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604766218","repostId":1136886071,"repostType":4,"repost":{"id":"1136886071","kind":"news","pubTimestamp":1639446542,"share":"https://www.laohu8.com/m/news/1136886071?lang=zh_CN&edition=full","pubTime":"2021-12-14 09:49","market":"us","language":"en","title":"Disney is 'significantly undervalued,' KeyBanc says, sees 40% upside<blockquote>KeyBanc表示，迪士尼“被严重低估”，预计上涨40%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136886071","media":"seekingalpha","summary":"Walt Disney (NYSE:DIS) shares are 'significantly undervalued' at current levels, KeyBanc Capital Mar","content":"<p>Walt Disney (NYSE:DIS) shares are 'significantly undervalued' at current levels, KeyBanc Capital Markets analyst Brandon Nispel argues, saying the company's investments over the short and medium-term will pay off in the long run.</p><p><blockquote>KeyBanc Capital Markets分析师布兰登·尼斯佩尔(Brandon Nispel)认为，华特迪士尼(NYSE：DIS)的股价在目前水平上被“严重低估”，并表示该公司的中短期投资从长远来看将会获得回报。</blockquote></p><p> Nispel, who has an overweight rating and a $216 price target on Walt Disney (DIS), implying more than 40% upside, believes that 2022 will be an investment year, but total revenue will grow at 15% annually and operating income will grow at 36% annually over the next three years.</p><p><blockquote>Nispel对华特迪士尼(DIS)给予跑赢大盘评级，目标价为216美元，意味着超过40%的上涨空间，他认为2022年将是投资年，但总收入将以每年15%的速度增长，营业收入将以每年36%的速度增长。</blockquote></p><p> \"At current levels, investors significantly under-appreciate DIS's growth potential and likely apply severe discounts to publicly traded peers,\" Nispel wrote in a note to investors.</p><p><blockquote>尼斯佩尔在给投资者的一份报告中写道：“在目前的水平上，投资者大大低估了DIS的增长潜力，并可能对公开交易的同行进行大幅折扣。”</blockquote></p><p> Walt Disney (DIS) shares are down nearly 2% to $149.90 on Monday and have lost more than 15% year-to-date.</p><p><blockquote>华特迪士尼(DIS)股价周一下跌近2%，至149.90美元，今年迄今已下跌超过15%。</blockquote></p><p> Looking at Disney's (DIS) 10-K, the analyst expects the company to boost capital expenditures to $6.1 billion in both media and parks in 2022, up $2.5 billion from 2021.</p><p><blockquote>看看迪士尼(DIS)的10-K，分析师预计该公司2022年媒体和公园的资本支出将增至61亿美元，比2021年增加25亿美元。</blockquote></p><p> Content spend is expected to jump 32% to $33 billion in 2022, which should help Disney's direct-to-consumer business, as they expect 50 studio titles, versus 15 to 20 in 2021, including 20 theatrical releases in 2022, compared to 15-20 in fiscal 2021.</p><p><blockquote>预计2022年内容支出将增长32%，达到330亿美元，这应该有助于迪士尼的直接面向消费者业务，因为他们预计将推出50部工作室作品，而2021年为15至20部，其中2022年将有20部影院上映，而2021财年为15-20部。</blockquote></p><p> SiriusXM (NASDAQ:SIRI) has reportedly hired Joe Inzerillo, formerly the chief technology officer of Disney+ streaming service, as the company's chief product and technology officer.</p><p><blockquote>据报道，SiriusXM（纳斯达克：SIRI）已聘请Disney+流媒体服务前首席技术官Joe Inzerillo担任公司首席产品和技术官。</blockquote></p><p></p>","source":"lsy1638401102509","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 is 'significantly undervalued,' KeyBanc says, sees 40% upside<blockquote>KeyBanc表示，迪士尼“被严重低估”，预计上涨40%</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 is 'significantly undervalued,' KeyBanc says, sees 40% upside<blockquote>KeyBanc表示，迪士尼“被严重低估”，预计上涨40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-12-14 09:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Walt Disney (NYSE:DIS) shares are 'significantly undervalued' at current levels, KeyBanc Capital Markets analyst Brandon Nispel argues, saying the company's investments over the short and medium-term will pay off in the long run.</p><p><blockquote>KeyBanc Capital Markets分析师布兰登·尼斯佩尔(Brandon Nispel)认为，华特迪士尼(NYSE：DIS)的股价在目前水平上被“严重低估”，并表示该公司的中短期投资从长远来看将会获得回报。</blockquote></p><p> Nispel, who has an overweight rating and a $216 price target on Walt Disney (DIS), implying more than 40% upside, believes that 2022 will be an investment year, but total revenue will grow at 15% annually and operating income will grow at 36% annually over the next three years.</p><p><blockquote>Nispel对华特迪士尼(DIS)给予跑赢大盘评级，目标价为216美元，意味着超过40%的上涨空间，他认为2022年将是投资年，但总收入将以每年15%的速度增长，营业收入将以每年36%的速度增长。</blockquote></p><p> \"At current levels, investors significantly under-appreciate DIS's growth potential and likely apply severe discounts to publicly traded peers,\" Nispel wrote in a note to investors.</p><p><blockquote>尼斯佩尔在给投资者的一份报告中写道：“在目前的水平上，投资者大大低估了DIS的增长潜力，并可能对公开交易的同行进行大幅折扣。”</blockquote></p><p> Walt Disney (DIS) shares are down nearly 2% to $149.90 on Monday and have lost more than 15% year-to-date.</p><p><blockquote>华特迪士尼(DIS)股价周一下跌近2%，至149.90美元，今年迄今已下跌超过15%。</blockquote></p><p> Looking at Disney's (DIS) 10-K, the analyst expects the company to boost capital expenditures to $6.1 billion in both media and parks in 2022, up $2.5 billion from 2021.</p><p><blockquote>看看迪士尼(DIS)的10-K，分析师预计该公司2022年媒体和公园的资本支出将增至61亿美元，比2021年增加25亿美元。</blockquote></p><p> Content spend is expected to jump 32% to $33 billion in 2022, which should help Disney's direct-to-consumer business, as they expect 50 studio titles, versus 15 to 20 in 2021, including 20 theatrical releases in 2022, compared to 15-20 in fiscal 2021.</p><p><blockquote>预计2022年内容支出将增长32%，达到330亿美元，这应该有助于迪士尼的直接面向消费者业务，因为他们预计将推出50部工作室作品，而2021年为15至20部，其中2022年将有20部影院上映，而2021财年为15-20部。</blockquote></p><p> SiriusXM (NASDAQ:SIRI) has reportedly hired Joe Inzerillo, formerly the chief technology officer of Disney+ streaming service, as the company's chief product and technology officer.</p><p><blockquote>据报道，SiriusXM（纳斯达克：SIRI）已聘请Disney+流媒体服务前首席技术官Joe Inzerillo担任公司首席产品和技术官。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3779590-disney-is-significantly-undervalued-keybanc-says-sees-40-upside\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\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://seekingalpha.com/news/3779590-disney-is-significantly-undervalued-keybanc-says-sees-40-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136886071","content_text":"Walt Disney (NYSE:DIS) shares are 'significantly undervalued' at current levels, KeyBanc Capital Markets analyst Brandon Nispel argues, saying the company's investments over the short and medium-term will pay off in the long run.\nNispel, who has an overweight rating and a $216 price target on Walt Disney (DIS), implying more than 40% upside, believes that 2022 will be an investment year, but total revenue will grow at 15% annually and operating income will grow at 36% annually over the next three years.\n\"At current levels, investors significantly under-appreciate DIS's growth potential and likely apply severe discounts to publicly traded peers,\" Nispel wrote in a note to investors.\nWalt Disney (DIS) shares are down nearly 2% to $149.90 on Monday and have lost more than 15% year-to-date.\nLooking at Disney's (DIS) 10-K, the analyst expects the company to boost capital expenditures to $6.1 billion in both media and parks in 2022, up $2.5 billion from 2021.\nContent spend is expected to jump 32% to $33 billion in 2022, which should help Disney's direct-to-consumer business, as they expect 50 studio titles, versus 15 to 20 in 2021, including 20 theatrical releases in 2022, compared to 15-20 in fiscal 2021.\nSiriusXM (NASDAQ:SIRI) has reportedly hired Joe Inzerillo, formerly the chief technology officer of Disney+ streaming service, as the company's chief product and technology 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