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This Wedbush Analyst Talks AMC, Netflix And Other Stock Ideas In Hard-Hit Entertainment Sector

This Wedbush Analyst Talks AMC, Netflix And Other Stock Ideas In Hard-Hit Entertainment Sector

這位韋德布什分析師談到了AMC、Netflix和其他遭受重創的娛樂板塊的股票想法
Benzinga Real-time News ·  2022/06/23 02:30

We're over two years into the coronavirus pandemic, and consumer behavior is still adjusting and the ramifications are still playing out in the financial markets.

我們已經進入冠狀病毒大流行兩年多了,消費者行為仍在調整,其後果仍在金融市場上演。

Most of the media and entertainment industry did not participate in the raging bull market in 2021 and is still struggling to recover. As a result of the recent downturn in the markets, many of the issues in the sector are back at, just above or even below their pandemic lows.

大多數媒體和娛樂業並未參與2021年肆虐的牛市,目前仍在艱難復甦。由於最近市場低迷,該行業的許多問題重新回到、略高於或甚至低於大流行低點。

If you are looking for potential bargains in the sector, then you should listen to the interview Benzinga did with Alicia Reese, media and entertainment analyst at Wedbush Securities.

如果你正在尋找該行業潛在的便宜貨,那麼你應該聽聽本辛加對他的採訪艾麗西亞·里斯韋德布什證券的媒體和娛樂分析師。

She joined Wednesday's "PreMarket Prep Plus" broadcast and covered several stocks in the sector.

她參加了週三的《盤前準備+》節目,並報道了該板塊的幾隻股票。

Here are the issues covered during the interview. 

以下是採訪中涉及的問題。

Summer Movie Slate: The summer movie season is now underway and the short- and long-term implications for the theaters were discussed, along with these stocks: 

夏季電影《石板人生》:夏季電影季現在正在進行,人們討論了這對影院的短期和長期影響,以及以下股票:

AMC Entertainment Holdings (NYSE:AMC)
Cinemark Holdings Inc. (NYSE:CNK)
IMAX Corp (NYSE:IMAX)

AMC娛樂控股公司(紐約證券交易所代碼:AMC)
Cinemark Holdings Inc.(紐約證券交易所代碼:CNK)
IMAX公司(紐約證券交易所代碼:IMAX)

Related Link: 'Jurassic World Dominion' Stomps On 'Lightyear' At The Weekend Box Office

相關鏈接:《侏羅紀世界》週末票房重創《光年》

State Of Streaming: The positive impact of record streaming content up for Emmy consideration was offset by more out-of-home entertainment and the resumption of travel, Reese said. And tighter advertising budgets are pressuring content spending for a few of the companies in the sector.

流狀態:里斯説,供艾美獎考慮的創紀錄流媒體內容的積極影響被更多的户外娛樂和恢復旅行所抵消。而收緊的廣告預算正在給該行業少數公司的內容支出帶來壓力。

Netflix Inc. (NASDAQ:NFLX)
Roku Inc. (NASDAQ:ROKU)
FUBOTV Inc. (NASDAQ:FUBO)

奈飛。(納斯達克:nflx)
Roku Inc.(納斯達克:Roku)
FUBOTV Inc.(納斯達克:富博)

Consumer Electronics: The impact of ongoing supply chain issues — which are easing somewhat — and component shortages were discussed on Wednesday's show.. Reese has a favorite in this sector and another stock idea that may surprise you.

消費電子產品:週三的節目討論了持續的供應鏈問題和零部件短缺的影響--供應鏈問題正在有所緩解。里斯在這個領域有一個最喜歡的想法和另一個可能會讓你驚訝的股票想法。

Logitech Intl ADR (NASDAQ:LOGI)
GoPro Inc. (NASDAQ:GPRO)

羅技國際ADR(納斯達克:Logi)
GoPro Inc.(納斯達克:GPRO)

The discussion with Reese from Wednesday's broadcast can be found here.

可以在這裏找到週三廣播中與里斯的討論。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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