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迪士尼需要一个卷土重来的一年。它会得到吗?

  发表于 Jan 4, 2022 03:03:48 | 显示全部楼层 |阅读模式
伦敦(美国有线电视新闻网)迪士尼没有神奇的 2021 年。即使 Covid-19 疫苗允许世界各国解除限制,该公司的业务仍在苦苦挣扎。其公园的游客人数令人失望,其迪士尼+流媒体服务曾经是一个亮点,但势头逐渐减弱。

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该公司股价下跌近 15%,成为道琼斯指数中表现最差的股票。

华尔街希望迪士尼 (DIS) 迎来扭亏为盈的一年。美国银行已将其选为 2022 年的首选之一,押注疫情消退最终将解除其陷入困境的部分业务。

迪士尼能把它拉下来吗?答案可以说明股票接下来的走向。

回顾:在 2020 年,尽管迪士尼被迫关闭其主题公园和度假村数月,并推迟了《花木兰》等大片的上映,但迪士尼+的热情推动了该股的上涨,迪士尼+正在迅速增加订户。

但在 2021 年第一季度之后,这种光泽开始消失。

随着流媒体领域的竞争升温,迪士尼+的增长放缓,该公司的其他部门并没有像许多分析师希望的那样迅速反弹。

在最近一个季度,迪士尼报告的收入为 185 亿美元,而 2019 年同期为 191 亿美元。

希望 2022 年会更好。

美国银行的杰西卡·雷夫·埃利希 (Jessica Reif Ehrlich) 和布伦特·纳文 (Brent Navon) 在最近给客户的一份报告中表示,迪士尼“在主题公园容量持续增加和内容不断增加的推动下,仍处于复苏状态。”他们认为,在“Get Back”披头士纪录片取得成功后,迪士尼还将为 Disney+ 增加更多范围。

当然,扭曲是由于高度传染性的 Omicron 变体的到来,感染的迅速传播。随着人们取消其他计划,这可能会提高迪士尼+的订阅量,但再次抑制了旅游业。上周,美国疾病控制与预防中心表示,即使是接种过疫苗的人也不应该再去邮轮度假。

根据通过机场的人数,假期期间旅行仍然强劲。但如果病例继续激增,人们今年冬天可以选择呆在家里。这将使像迪士尼这样的公司退步更远。

大局:华尔街的许多人都对 Omicron 置若罔闻。他们认为,2022 年对于因大流行而受损且现在被低估的股票来说将是重要的一年。

“投资者认为,像野火一样蔓延的 Omicron 可能迟早会熄灭,并提供广泛的群体免疫,”Yardeni Research 总裁 Ed Yardeni 周一表示。

如果这是真的,像迪士尼这样的股票今年可能会重回正轨。或许。

Disney needs a comeback year. Will it get it?

London (CNN Business)Disney did not have a magical 2021. Even as Covid-19 vaccines allowed countries around the world to lift restrictions, the company's business struggled. Attendance at its parks disappointed, and momentum from its Disney+ streaming service, once a bright spot, cooled off.

The company's stock dropped almost 15%, making it the worst performer in the Dow.

Wall Street is hopeful that Disney (DIS) is set for a turnaround year. Bank of America has selected it as one of its top picks for 2022, betting that a receding pandemic will finally lift the parts of its business that have struggled.

Can Disney pull it off? The answer could say a lot about where stocks are headed next.

Rewind: In 2020, even as Disney was forced to shutter its theme parks and resorts for months and delay the release of blockbusters like "Mulan," the stock was carried by enthusiasm about Disney+, which was rapidly adding subscribers.

But the sheen started to come off after the first quarter of 2021.

Growth for Disney+ slowed as competition in the streaming space heated up, and the rest of the company wasn't bouncing back as quickly as many analysts had hoped.

In its most recent quarter, Disney reported revenue of $18.5 billion, compared to $19.1 billion for the same quarter in 2019.

There's hope that 2022 could be better.

Disney "remains well positioned for the recovery driven by a continued increase in capacity at theme parks and an improving content slate," Bank of America's Jessica Reif Ehrlich and Brent Navon said in a recent note to clients. They think Disney will also add more range to Disney+ after the success of its "Get Back" Beatles documentary.

The twist, of course, is the rapid spread of infections due to the arrival of the highly contagious Omicron variant. That could lift Disney+ subscriptions as people cancel other plans, but once again put a damper on tourism. Last week, the US Centers for Disease Control and Prevention said that even vaccinated people should no longer take a cruise vacation.

Travel remained robust over the holiday period, based on the number of people moving through airports. But people could choose to stay home this winter if cases continue to spike. That would set companies like Disney back even further.

The big picture: Many on Wall Street are brushing aside Omicron. They think that 2022 will be a big year for stocks that were damaged by the pandemic and are now undervalued.

"Investors believe that Omicron, which is spreading like wildfire, may flame out sooner rather than later and provide widespread herd immunity," Ed Yardeni, president of Yardeni Research, said Monday.

If that's true, stocks like Disney could be back on track this year. Maybe.

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