Puas yog Disney Tshuag 'yuav' tom qab Nelson Peltz ditched proxy sib ntaus?

Walt Disney Co (NYSE: DIS) yog nyob rau hauv ntsuab hnub no tom qab tshaj tawm lub lag luam-beating quarter thiab ua ib tug series ntawm kev tshaj tawm uas cheered shareholders.

Nelson Peltz hais tias kev sib ntaus sib tua tau dhau lawm

Nag hmo, lub koom haum lom ze tau tshaj tawm cov phiaj xwm txiav 7,000 txoj haujlwm thoob ntiaj teb. Raws li Disney, nws tau cog lus tias yuav txo qis cov nqi los ntawm ib qho $ 5.50 nphom raws li Invezz tau tshaj tawm NTAWM NO.

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.

Interestingly, qhov hloov tshiab tau ua tiav txaus rau tus neeg ua lag luam billionaire ua lag luam Nelson Peltz hu nws tawm ntawm nws lub npe sib ntaus nrog lub tuam txhab xov xwm. Ntawm CNBC's "Squawk ntawm txoj kev”, nws hais tias:

Qhov no yog qhov yeej zoo rau txhua tus tswv cuab. Kev tswj hwm ntawm Disney tam sim no npaj ua txhua yam uas peb xav kom lawv ua. Peb xav tau qhov zoo tshaj plaws rau Bob, peb yuav saib, peb yuav tau rooting, thiab lub npe sib ntaus sib tua.

Rau lub xyoo, Disney Tshuag tam sim no nce li 25%.

Puas yog Disney Tshuag tsim nyog nqis peev tam sim no?

Tsis tas li ntawd rau hnub Thursday, Wells Fargo tus kws tshuaj ntsuam Steven Cahall tau tsa nws lub hom phiaj tus nqi rau Disney khoom rau $141. Qhov ntawd sawv cev rau lwm 25% upside ntawm no. Nws daim ntawv tshawb fawb nyeem:

Bob Iger tau tsim ib txoj kev npaj rau kev txiav cov nqi, cov ntsiab lus thiab streaming rationalization thiab thaum kawg txhim kho profitability. Zaj dab neeg ua tiav yog txoj hauv kev ua kom huv huv, thiab cov kev sib koom yuav tsum taug qab siab dua ntawm kev ntseeg siab + kwv yees.

Ntawm qhov downside, Disney + poob 2.4 lab tus neeg siv khoom hauv Q1. Tham tag kis no nrog CNBCTxawm li cas los xij, CEO Iger dubbed streaming "lub neej yav tom ntej" thiab hais tias ua kom nws muaj txiaj ntsig yog nyob rau sab saum toj ntawm cov npe rau nws.

Nws kuj tseem rov txhim kho lub tuam txhab rau hauv peb lub lag luam tseem ceeb: Disney Entertainment, ESPN, thiab Chaw Ua Si, Kev Paub thiab Cov Khoom.