[新闻] 'Netflix stock may be dead money,' say

楼主: AccurateBell (神准贝尔)   2022-01-22 00:21:05
原文标题:'Netflix stock may be dead money,' says analyst
原文连结:https://reurl.cc/EpR9Ov
发布时间:Fri, January 21, 2022, 7:58 PM
原文内容:
Think twice before jumping into the pool to scoop up the beat-up shares of
streaming giant Netflix, one analyst warns after a disappointing earnings
report.
“抄底前请先三思而后行”,在令人失望的营收报告出炉后,分析师说道。
"It would not surprise us even off a substantial decline in the pre-market,
that Netflix stock may be dead money amidst muted results in 1Q and the
seasonally weak 2Q and the likely need to prove out that there is still
significant growth left in streaming," said Pivotal Research Group analyst
Jeff Wlodarczak.
The market appears to be thinking along the same lines on Netflix (NFLX).
分析师 Jeff Wlodarczak:网飞股票极有可能在不怎么样的 Q1 和一向是淡季的 Q2
财报公布后,成为“爹妈尼”,而网飞必须向大众证明串流市场依然是成长中的市场。
Shares of Netflix crashed by as much as 21% to $408 in pre-market trading
Friday as the company's fourth quarter earnings showed slowing subscriber
growth and operating profit margin pressure. The company cited increased
competition and the strong U.S. dollar among the reasons for the so-so
report.
在第四季财报显现订阅人数的下滑与不理想的营业利益后,盘前网飞股价一度大跌
21% 至 $408 镁。网飞把原因归咎于愈加激烈的市场竞争(米老鼠:怪我囉?)
与强势的美元。
Netflix added 8.28 million global paid net subscribers in the last quarter of
2021, beating the 8.13 forecasted by analysts, according to Bloomberg data.
But it's outlook wasn't too inspiring.
The company said it expects to add 2.5 million subscribers in the first
quarter, compared to 3.98 million during the first quarter last year.
尽管 2021Q4 的全球订阅人数打败预测 (8.13M > 8.28M),但其前景依然黯淡。
网飞预期本季新增订阅人数 2.5M,相比之下,去年首季可是增长了 3.98M。
Morgan Stanley, KeyBank and Barclays all downgraded Netflix shares on Friday.
But Pivotal's Wlodarczak is staying hopeful on Netflix longer-term even as he
thinks the stock may go nowhere in the near-term.
"In the end we think the Netflix flywheel is still working it is just
operating at a slower pace given the massive pull forward of demand enabled
by pandemic shutdowns and over time we expect normalization in subscriber
results and for the stock to work," Wlodarczak added.
一众机构皆对网飞降评,But,尽管 Wlodarczak 认为近期的网飞会是“爹妈尼”,
他依然认为这只是短空长多:
“网飞的风火轮依旧在运转啦只是之前受益于疫情的业绩大爆发暂时拉回而已啦。”
The analyst reiterated a Buy rating on Netflix but slashed his price target
to $550 from $750.
该分析师最后重申“买进”,但目标价从 $750 砍至 $550。
心得/评论:
NFLX 财报烙赛 + 市场对于升息缩表的情绪 = Dead Money
维持买入平等但砍目标价,然后这个目标价怎么跟某台币计价的爹妈尼有点像?
睡前赶出来的翻译,有错请指证
作者: Sugimoto5566 (马丁)   2022-01-22 00:28:00
讯号来了 楼下知道该怎么做了吧?
作者: madeinheaven   2022-01-22 00:37:00
鱿鱼游戏之后就没红遍全球的剧了
作者: thebackshade (怎能放弃)   2022-01-22 00:38:00
Dance Monkey
作者: iamcrazyforu (爱吃糖的猫)   2022-01-22 06:57:00
资安做得可以跟台湾券商一样ㄎㄧㄤ,打死也不会去订
作者: splendidpoem (天降六月雪)   2022-01-22 07:32:00
这种成长股就是得不断成长。即便订阅人数和营收仍然增加,但只要成长的速度放慢,就是最大的利空。价格永远领先基本面,趋势不会等你的成长真的变成负值后才开始反转。

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