Disney Tshuag rau cov tub ua lag luam mus sij hawm ntev yog 'kev yuav-hauv'

Walt Disney Co (NYSE: DIS) Cov khoom lag luam poob qis li 40% los ntawm nws lub xyoo-rau-hnub siab yog qhov "tseem ceeb" yuav, hais tias Nicole Webb. Nws yog SVP thiab Tus Kws Pab Tswv Yim Nyiaj Txiag ntawm Wealth Enhancement Group.

Disney yog kev loj hlob ntawm tus nqi tsim nyog

Webb dubs kev lom zem conglomerate phau ntawv txhais lus ntawm "kev loj hlob ntawm tus nqi tsim nyog". Nws yog bullish ntawm nws cov xov xwm thiab chaw ua si ua lag luam. Hmo no nyob rau CNBC's "Closing Bell: Overtime", Webb hais tias:

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

"[Walt Disney] yog lub tuam txhab muaj zog. Nws muaj qhov zoo tshaj plaws, cov cuab yeej muaj txiaj ntsig zoo tshaj plaws hauv kev tshaj tawm thiab nws muaj peev xwm nyiam cov neeg mus rau nws cov chaw ua si nrog tus nqi nkag mus uas ua rau muaj kev nce nqi ntau dua xyoo lawm. "

Nyob rau lub Tsib Hlis, Asmeskas ntau lub teb chaws tau tshaj tawm cov txiaj ntsig tsis muaj zog tshaj qhov xav tau rau nws cov nyiaj txiag Q2. Kev loj hlob ntawm cov neeg siv khoom ntawm Disney + (kev pabcuam streaming), txawm li cas los xij, tau nce kev kwv yees.

Disney Tshuag yuav tsum pauv ntawm ib ncig ntawm $ 138

Webb pom upside rau ib ncig ntawm $ 138 ib feem hauv Disney uas txhais mus rau ntau dua 45% upside ntawm no. Ntawm 18 lub sijhawm cov nyiaj tau los, nws rov hais dua, cov khoom lag luam pheej yig heev, tshwj xeeb tshaj yog rau cov tub ua lag luam mus sij hawm ntev.

Txhua qhov chaw nyob ib puag ncig ntawm qhov luv nqi ntawm 30% ntawm qhov siab uas peb pom xyoo tas los yuav yog tus nqi tsim nyog rau kuv. Raws li lub ntsiab lus nkag rau tam sim no, nws tsuas yog xav tias zoo li cov tub ua lag luam mus sij hawm ntev 'kev yuav khoom tiag tiag.

Disneyland hauv Shanghai tau rov qhib dua rau hnub Thursday tom qab ob lub hlis ntawm COVID-txog kev kaw, uas raws li Jim Cramer, yog vim li cas thiaj yuav Disney Tshuag. Wall Street tam sim no ntsuas nws ntawm "hnyav" ib yam nkaus.