Given the uncertainty from potential negative returns, it might be time to de-risk your portfolio. The stock's fair value and negative growth outlook increase the risk of holding it.
Formula One Group's profitability could indicate rapid earnings growth and justify strong share price gains. Despite recent sell-off, if data suggests long term growth, it could be a worthy opportunity. However, investors should note one warning sign.
SUMMARY We’re updating our model for Liberty Formula One, incorporating scheduling changes and extending our estimates to 2025. Below we walk through our forecasts and highlight potential catalysts. Given inbound questions, we also provide our view on the current F1 product, and read-through to sentiment and long-term financials. Overall, we remain Overweight on FWONK, seeing high visibility into str...
Streaming video service leaders$ネットフリックス(NFLX.US)$and$ウォルト・ディズニー(DIS.US)$are facing unprecedented competition in 2022, and the latest download numbers from BofA Securities suggest$维亚康姆CBS(VIAC.US)$service Paramount+ is coming on strong. The Numbers: On Tuesday, BofA analyst Jessica Reif Ehrlich said the December streaming service download numbers for Paramount+,$マンチェスター・ユナイテッド(MANU.US)$...
リバティ・メディア・コーポレーションC・リバティ・フォームラ・ワンに関するコメント
Media / Entertainment || $ネットフリックス(NFLX.US)$ / $ライブ・ネーション・エンターテインメント(LYV.US)$ / $リバティ・メディア・コーポレーションC・リバティ・フォームラ・ワン(FWONK.US)$ / $TKO Group Holdings(TKO.US)$
Internet || $メタ・プラットフォームズ(META.US)$ / $アルファベット クラスA(GOOGL.US)$ / $ピンタレスト(PINS.US)$ / $ブッキング ホールディングス(BKNG.US)$ / $アマゾン・ドット・コム(AMZN.US)$ / $メルカドリブレ(MELI.US)$ / $メイクマイトリップ(MMYT.US)$ / ...
コラムLiberty Formula One | Examining Potential Catalysts and Answering the Red Bull Dominance Question
We’re updating our model for Liberty Formula One, incorporating scheduling changes and extending our estimates to 2025. Below we walk through our forecasts and highlight potential catalysts. Given inbound questions, we also provide our view on the current F1 product, and read-through to sentiment and long-term financials. Overall, we remain Overweight on FWONK, seeing high visibility into str...
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コラムTop upgrades and downgrades on 4/26
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• $コンパニア・セルベセリアス・ウニダス(CCU.US)$ : HSBC Upgrades to Buy from Hold - PT $17
• $キャピタル・シティー・バンク・グループ(CCBG.US)$ : Piper Sandler Upgrades to Overweight from Neutral - PT $31.50 (from $29)
• $ハブ・グループ(HUBG.US)$ : Susquehanna Upgrades to Positive from Neutral - PT $83 (from $92)
• $インタラクティブ・ブローカーズ・グループ(IBKR.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $90
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Holiday Streaming Wars: ViacomCBS, Spotify Impress In December, While Disney And Netflix Downloads Drop
The Numbers: On Tuesday, BofA analyst Jessica Reif Ehrlich said the December streaming service download numbers for Paramount+, $マンチェスター・ユナイテッド(MANU.US)$ ...
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