Netflix Inc. Txawm li cas los xij, LightShed Partners 'Rich Greenfield hais tias nws yog lub sijhawm los yuav cov Tshuag.
Greenfield cov lus ntawm CNBC's 'Squawk Box'
Ntawm CNBC's "Squawk Box", Greenfield tau pom zoo tias kev taw qhia rau kev loj hlob ntawm cov neeg siv khoom tau poob siab tiag tiag, tab sis nyob rau hauv cov phiaj xwm loj, nws tseem pom daim ntawv tshaj tawm zoo dua li lwm yam.
Netflix ntxiv 8.3 lab tus neeg rau npe hauv Q4. Lawv tau qhia koj tias txawm tias tus nqi nce ob tus lej, thiab cov ntsiab lus slate uas yog me ntsis rov qab-kawg hnyav, lawv tseem yuav ntxiv 2.5 lab hauv Q1. Hauv ob lub hlis twg ua ke, yuav luag 11 lab subs. Yog li, 20+ lab tus neeg siv khoom khiav-tus nqi.
Tam sim no cov khoom lag luam poob qis dua 40% los ntawm nws lub sijhawm siab ntawm $ 692 nyob rau nruab nrab Lub Kaum Ib Hlis uas Richfield pom tias yog lub sijhawm ci ntsa iab los yuav ntawm qhov luv nqi loj. BofA Securities tseem ntseeg tau tias NFLX tuaj yeem yog $ 750 Tshuag.
Vim li cas lwm tus Greenfield bullish ntawm Netflix?
Netflix tau sau tseg 17% xyoo dhau ib xyoo kev loj hlob hauv nws cov nyiaj tau los Q4 uas, raws li tus tsim ntawm LightShed Partners, yog lwm qhov zoo rau cov khoom lag luam. Greenfield ntxiv:
Qhov tseeb yog lawv tseem tab tom loj hlob cov nyiaj tau los ntawm kev noj qab haus huv clip. Tag nrho cov cim taw qhia txog lub peev xwm los txhawb kev loj hlob ntawm cov nyiaj tau los raws li kev loj hlob hauv Asia thiab txawm tias qee qhov ntawm Tebchaws Europe rov nrawm dua. Kuv tseem ntseeg tias qhov upside ntawm no yog mus txog 8.0 lab tus neeg siv khoom.
Nag hmo, CFRA's Tuna Amobi kuj tau hais tias zaj dab neeg kev loj hlob mus sij hawm ntev rau Netflix tseem tsis zoo. Nws txoj kev npaj pib hauv Asmeskas thiab Canada tam sim no raug nqi ntau dua li cov yeeb ncuab HBO Max.
La notizia Cov kws tshaj lij kev lag luam: yuav Netflix ntawm kev muag khoom tsis ntev los no stato segnalata su Invezz.
Tau qhov twg los: https://invezz.com/news/2022/01/21/industry-expert-buy-netflix-on-the-recent-sell-off/