19.07.2023 13:05
Walt Disney offers to earn together
Değerli Müşterilerimiz ve Ortaklarımız!
Walt Disney offers to earn togetherWe continue to look for assets for long-term investments. The upside potential of the shares of the world-famous film studio is estimated at 53,5% over a distance of 12 months. How realistic is this and what is the risk of such transactions?Recall: The Walt Disney Company (NYSE: DIS) is a global entertainment company headquartered in California and a diversified portfolio of assets. The business is divided into two segments: Disney Media and Entertainment Distribution and Disney Parks, Experiences and Products.Disney Media is represented by television networks, D2C services and the sale/licensing of created content. Disney TV these are the channels ABC, ESPN, Freeform, FX, National Geographic, and DisneyKids a multi-million audience brings a stable profit. Direct-to-Consumer is actively developing streaming platforms Disney+, ESPN+ and Hulu.Current arguments for optimism: Strong position relative to competitors: In fiscal 2022, Disney TV was the only player in the market with positive revenue dynamics. Growth in film distribution revenue: H1 2023 is higher than FY 2022. Theme park projects are recovering: core unit operating profit increased by 23% in the second quarter of 2023. Increase in revenue per customer from Disney streaming services by 12,97% in the second quarter of 2023.Main risks: Reducing the audience of traditional television; Decrease in the number of subscribers after the increase in tariffs. Losses in the Direct-to-Consumer segment. Lack of cult films.Disney currently has a healthy financial balance sheet, but if the company fails to maintain customer loyalty and meet consumer expectations for new projects, then stock growth will be less strong. But the overall trend is still expected to be positive.First target: $120, then (after correction) $135 zone and above. The risk is average.Profits to yall!#ForexChief #WaltDisney #nyse #forexnews #stocks #worldnews #Market
Saygılarımla,
xChief Ekibi