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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

这位韦德布什分析师谈到了AMC、Netflix和其他遭受重创的娱乐板块的股票想法
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.

我们已经进入冠状病毒大流行两年多了,消费者行为仍在调整,其后果仍在金融市场上演。

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.

大多数媒体和娱乐业并未参与2021年肆虐的牛市,目前仍在艰难复苏。由于最近市场低迷,该行业的许多问题重新回到、略高于或甚至低于大流行低点。

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.

如果你正在寻找该行业潜在的便宜货,那么你应该听听本辛加对他的采访艾丽西亚·里斯韦德布什证券的媒体和娱乐分析师。

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

她参加了周三的《盘前准备+》节目,并报道了该板块的几只股票。

Here are the issues covered during the interview. 

以下是采访中涉及的问题。

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: 

夏季电影《石板人生》:夏季电影季现在正在进行,人们讨论了这对影院的短期和长期影响,以及以下股票:

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

AMC娱乐控股公司(纽约证券交易所代码:AMC)
Cinemark Holdings Inc.(纽约证券交易所代码:CNK)
IMAX公司(纽约证券交易所代码:IMAX)

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

相关链接:《侏罗纪世界》周末票房重创《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.

流状态:里斯说,供艾美奖考虑的创纪录流媒体内容的积极影响被更多的户外娱乐和恢复旅行所抵消。而收紧的广告预算正在给该行业少数公司的内容支出带来压力。

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

奈飞。(纳斯达克:nflx)
Roku Inc.(纳斯达克:Roku)
FUBOTV Inc.(纳斯达克: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.

消费电子产品:周三的节目讨论了持续的供应链问题和零部件短缺的影响--供应链问题正在有所缓解。里斯在这个领域有一个最喜欢的想法和另一个可能会让你惊讶的股票想法。

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

罗技国际ADR(纳斯达克:Logi)
GoPro Inc.(纳斯达克:GPRO)

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

可以在这里找到周三广播中与里斯的讨论。

译文内容由第三方软件翻译。


以上内容仅用作资讯或教育之目的,不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
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