Tojsiab
Shares ntawm streaming loj heev Netflix tanked ntau tshaj 6% mus ncaws tawm lub lim tiam - ntxiv rau cov twb poob siab heev los txog rau tam sim no xyoo no - tom qab tseem lwm tus Wall Street kws tshuaj ntsuam tau loj hlob ceev faj txog lub tuam txhab kev lag luam zeem muag thiab ceeb toom tias cov Tshuag yuav tawm tsam rau tus so ntawm xyoo.
Tsis tau lwm tus kws tshuaj ntsuam Wall Street tsis ntev los no tau ua rau poob qis ntawm cov khoom lag luam thiab ceeb toom txog kev poob qis ntxiv. … [+]
AaronP/Bauer-Griffin/GC Duab
Cov Lus Tseem Ceeb
Dua li a thaws nyob rau lub asthiv tsis ntev los no, Netflix cov khoom lag luam yog ib qho ntawm cov khoom lag luam ua haujlwm tsis zoo hauv S&P 500 hnub Monday, poob ntau dua 6% rau qis dua $ 226 ib feem.
Tom qab paub txog kev nce ntxiv ntawm ntau dua 40% txij li thaum ntaus qhov taw tes qis hauv nruab nrab Lub Xya Hli, Netflix cov khoom lag luam zoo li yuav "ua haujlwm tsis zoo" rau qhov kawg ntawm 2022, raws li Kenneth Leon, Tus Thawj Saib Xyuas Kev Tshawb Fawb ntawm CFRA Research.
Nws txo qis nws cov lus pom zoo ntawm cov khoom lag luam los ntawm "tuav" mus rau "muag" kev ntaus nqi hauv daim ntawv tsis ntev los no rau cov neeg siv khoom, txo nws lub hom phiaj tus nqi los ntawm $ 7 mus rau $ 238 ib feem, uas yog me ntsis qis dua hnub Friday kaw qib.
"Qhov tseem ceeb catalyst rau Netflix-qhia tawm cov phiaj xwm them nyiaj tshiab-yuav tsis pom txog xyoo 2023," Leon hais ntxiv, txawm hais tias nws yuav muaj peev xwm pab txhawb kom rov qab los txo qis kev loj hlob ntawm cov neeg siv khoom kom txog rau thaum xyoo no.
Thaum Netflix tawm tsam nrog kev ua haujlwm qis thiab cov nyiaj tsis pub dawb hauv lub quarter dhau los, cov kev ntsuas no yuav tsum txhim kho, CFRA tus kws tshuaj ntsuam kwv yees, txawm hais tias cov kev sib tw tsis tu ncua rau kev lag luam suav nrog "kev nce nqi thiab kev txiav txim siab ntawm cov neeg siv khoom qis."
Cov khoom lag luam tau poob ntau dua 60% xyoo no, nrog cov kws tshuaj ntsuam loj zuj zus ntxiv rau ob peb lub hlis dhau los dhau los ntawm lub tuam txhab kev lag luam qeeb qeeb thiab vim nws ntsib kev sib tw ntau ntxiv los ntawm kev sib tw streaming cov kev pabcuam.
Qhov tseeb ceeb:
Ntawm ze li ntawm 50 tus kws tshuaj ntsuam Wall Street suav nrog Netflix shares, tsuas yog qis dua ib feem peb tseem muaj "yuav" kev ntsuas ntawm cov khoom lag luam - tsawg dua li ib nrab ntawm ze li ib xyoos dhau los, raws li FactSet. Hais txog Netflix sib koom ua tswv cuab thiab kev lag luam ua lag luam nyob rau rau lub hlis dhau los, cov nyiaj tiv thaiv tau yog cov neeg yuav khoom ntawm cov khoom lag luam, txawm tias feem ntau lwm pab pawg tau muag cov khoom lag luam. Cov kws pab tswv yim txog kev nqis peev thiab tus thawj tswj hwm nyiaj txiag ntiag tug tau yog cov neeg muag khoom muag, thaum cov nyiaj sib koom ua ke tshwj xeeb tau muab pov tseg ntawm qhov ceev tshaj plaws clip, FactSet cov ntaub ntawv qhia.
Cov Ntsiab Tseem Ceeb:
Netflix yog nyob rau xyoo 2020 cov khoom lag luam muaj thoob qhov darlings dhia ze li 70% xyoo ntawd raws li kev ntsuas nyob hauv tsev txhawb kev loj hlob. 2022 tau yog ib zaj dab neeg sib txawv raws li cov tub ua lag luam rub rov qab, tab sis Netflix tseem yog ib qho ntawm cov khoom lag luam zoo tshaj plaws nyob rau hauv S&P 500 raws li kev ua lag luam rebounded los ntawm nws qhov qis taw tes rau lub Rau Hli 16. Shares ntawm cov streaming loj heev tau dhia roughly 30% txij thaum ntawd los, piv rau lub benchmark Performance index ze li ntawm 15% nce. Netflix cov khoom lag luam tau pib poob qis dua hauv cov kev sib tham tsis ntev los no, txawm li cas los xij, vim tias kev lag luam tsis ntev los no pib fizzle tawm. Lub khw lag luam poob qis rau hnub Monday - coj los ntawm kev poob qis hauv cov khoom lag luam thev naus laus zis - thaum muaj kev txhawj xeeb ntau ntxiv txog Tsoom Fwv Teb Chaws Reserve tus nqi nce thiab ceeb toom los ntawm Wall Street cov kws tshuaj ntsuam xyuas tias kev lag luam dais tsis ntev los no yog "sib tsoo kom nres. "
Nyeem ntxiv:
Bank of America ceeb toom ntawm 'Textbook' Dais Market Rally, Predicting Tshiab Lows rau Tshuag (Forbes)
Source: https://www.forbes.com/sites/sergeiklebnikov/2022/08/22/netflix-is-now-the-worst-performing-stock-in-sp-500-as-shares-plunges-over-60-in-2022/