CNBC's Jim Cramer rau hnub Thursday tau hais tias nws yog bullish rau Disney tom qab lub tuam txhab tau tshaj tawm txoj kev txhim kho kom ruaj khov thiab txo cov nqi txiav.
“Disney thaum kawg xav zoo li nws rov qab los. Thaum cov khoom lag luam twb tau muaj dab hloov pauv txij li thaum pib ntawm lub xyoo, kuv twv nws tuaj yeem muaj qhov cuam tshuam ntau dua tam sim no uas [CEO Bob] Iger hloov pauv, "nws hais.
Disney tshaj tawm txoj kev npaj kom tshem tawm 7,000 tus neeg ua haujlwm, rov tsim kho lub tuam txhab thiab txiav $ 5.5 nphom hauv cov nqi rau hnub Wednesday thaum nws cov nyiaj tau los peb lub hlis twg kev sib tham hu.
Activist investor Nelson Peltz hais rau CNBC Hnub Thursday tias nws txaus siab rau Iger qhov kev hloov pauv hloov pauv thiab tias Trian Fund Management lub npe sib ntaus nrog cov xov xwm loj dhau lawm.
Shares ntawm Disney tau kaw 1.27% ntawm $ 110.36 rau hnub Thursday, tom qab nce siab txog $ 118.18 thaum lub sijhawm ua lag luam. Cov khoom lag luam tau nce txog 27% xyoo no.
Cramer, uas muaj thuam cem kawg nkaus qub CEO Bob Chapek qhov kev ua tau zoo, tau hais Iger tau hloov lub tuam txhab cov lus piav qhia rau hauv ib qho uas tuaj yeem ua tiav nws cov hom phiaj.
"[Disney] yeej tsis tuaj yeem qhib lawv tus nqi raws li kev tswj hwm qub, vim tias kev tswj hwm zoo li tsis muaj peev xwm piav qhia meej meej rau tag nrho lub tuam txhab," nws hais. "Tab sis Iger tsuas yog tus neeg hais dab neeg zoo dua."
Nws kuj tau qhuas Iger rau kev thawb kom rov ua dua Disney cov nyiaj faib los ntawm qhov kawg ntawm 2023. Lub tuam txhab tau tshem tawm cov nyiaj faib thaum ntxov 2020 vim yog Covid kis thoob qhov txhia chaw.
Cramer tau hais tias "Qhov ntawd yog lub cim loj ntawm kev ntseeg siab los ntawm kev tswj hwm," Cramer tau hais.
Tsis lees paub: Cramer's Charitable Trust yog tus tswv ntawm Disney.
Tau qhov twg los: https://www.cnbc.com/2023/02/09/cramer-disney-has-more-upside-thanks-to-bob-igers-turnaround-plan.html