Deutsche Bank kwv yees lub tuam txhab xov xwm no tuaj yeem dhau los ua Tus Tshaj Lij Tshaj Lij Tshaj Tawm

Tojsiab

Cov kws tshuaj ntsuam ntawm Deutsche Bank hu ua xov xwm thiab kev lom zem loj heev ViacomCBS ua cov khoom lag luam zoo tshaj plaws rau 2022, sib cav tias nws ua lag luam ntawm tus nqi qis dua li nws cov neeg sib tw thiab kwv yees tias lub tuam txhab tuaj yeem dhau los ua qhov loj tshaj streaming loj ua tsaug rau lub tsev qiv ntawv loj loj.

Cov Lus Tseem Ceeb

Deutsche Bank tsis ntev los no tau hloov kho ViacomCBS rau qhov "yuav" kev ntsuam xyuas, nce nws lub hom phiaj tus nqi rau cov khoom lag luam mus txog $ 43 ib feem - ua rau ze li ntawm 23% upside ntawm hnub Monday tus nqi ntawm ib ncig ntawm $ 35 ib feem. 

Lub tuam txhab tau taw qhia tias ViacomCBS, uas tau muaj "kev vam meej ntau dua hauv kev tshaj tawm" raws li tam sim no nws siv ntau lab nyiaj daus las txhua xyoo rau cov ntsiab lus, tseem muaj nqis qis dua thaum piv rau cov neeg sib tw xws li Netflix thiab Disney.

Viacom tus nqi lag luam yog ib feem ntawm lwm cov streaming giants tsim, "tsis tau nws cov ntsiab lus nyiaj txiag txhua xyoo tso nws nyob rau hauv qhov ntau ntawm pawg phooj ywg," raws li cov kws tshuaj ntsuam.

Cov xov xwm koom nrog kuj tseem muaj kev thov rov hais dua ua tsaug rau nws cov ntaub ntawv loj ntawm cov ntsiab lus nrov xws li CBS koom nrog chaw nres tsheb, Comedy Central, Showtime, Paramount Network thiab Pluto TV. 

Deutsche Bank yog bullish txog lub tuam txhab streaming kev pab cuam launched xyoo tas los, Paramount +, uas boasts cov ntsiab lus xws li "Yellowstone" - tsis ntev los no cov yeeb yam nrov tshaj plaws ntawm Cable TV - thiab prequel series "1883" ntawm nws lub platform. 

Shares ntawm ViacomCBS poob 1.3% rau hnub Monday txawm tias tsis ntev los no tus kws tshuaj ntsuam hloov kho; Tom qab poob ntau dua 20% xyoo tas los, cov khoom lag luam tau nce ntau dua 8% txog tam sim no hauv 2022. 

Tseem Ceeb:

"Txawm hais tias tsis yog txhua tus neeg yuav ua tiav hauv streaming, peb xav tias Viacom muaj lub sijhawm los hloov nws cov qauv kev lag luam ua tiav tau muab nws cov ntsiab lus tseem ceeb (xws li cov cai ua kis las)," Deutsche Bank cov kws tshuaj ntsuam tau sau. "Peb nkag siab qhov tsis ntseeg ... Txawm li cas los xij, Viacom muaj IP (cov cuab yeej txawj ntse) uas muaj thiab txuas ntxiv tsim cov hits."

Tus lej loj: 47 lab

Qhov ntawd yog pes tsawg tus neeg siv thoob ntiaj teb Viacom CBS tau hla nws cov streaming platforms Paramount + thiab Showtime. Cov neeg sib tw loj dua li Netflix, Disney thiab WarnerMedia's HBO Max muaj nyob ib ncig ntawm 214 lab, 118 lab thiab 69 lab tus neeg siv khoom, raws li. 

Tangent:

Ariel Investments tus tsim thiab tus thawj tswj hwm John W. Rogers kuj tseem muaj siab rau ViacomCBS, npe cov khoom lag luam yog ib qho ntawm nws qhov kev xaiv zoo tshaj plaws rau 2022 hauv kev xam phaj nrog Forbes lub hli tas los. Ntxiv rau ViacomCBS muaj ntau "cov ntsiab lus dav dua" dua li ntau ntawm nws cov neeg sib tw, Rogers pom muaj txiaj ntsig zoo hauv lub tuam txhab vim nws tseem pom cov neeg siv khoom loj hlob thiab ua rau kev nqis peev loj hauv streaming.

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