Kevin Kelly Has This Activision Options Strategy After FTC Votes Against Microsoft Deal
Kevin Kelly Has This Activision Options Strategy After FTC Votes Against Microsoft Deal
Activision has net cash on the balance sheet of about $9 per share, and this is expected to grow to $13 per share in 2023, Kelly stated.The $69-billion acquisition of Activision Blizzard Inc (NASDAQ:ATVI) by Microsoft Corp (NASDAQ:MSFT) is hanging in limbo after the FTC voted against the deal.
以690億美元收購動視暴雪公司(納斯達克：ATVI)由微軟納斯達克(Sequoia Capital：MSFT)在美國聯盟貿易委員會投票反對該交易後懸而未決。
On CNBC's "Options Action," Kevin Kelly of Kelly ETFs said that Microsoft's acquisition of Activision has "got to be based off the fundamentals."
談CNBC的“期權行動”凱文·凱利凱利ETF表示，微軟收購動視“必須建立在基本面的基礎上”。
"The most recent earnings from Activision was a beat" and its latest version of Call of Duty was the "fastest selling of that franchise," Kelly mentioned. "It's a great franchise that is going to come out with another edition next year," he added.
Don't forget to check out our premarket coverage here.
凱利提到，動視的最新收入是一個節拍，而其最新版本的《使命召喚》則是《使命召喚》系列中銷售最快的。“這是一個很棒的特許經營權，明年將推出另一個版本，”他補充道。
別忘了在這裡查看我們的售前報道。
Activision has net cash on the balance sheet of about $9 per share, and this is expected to grow to $13 per share in 2023, Kelly stated.
凱利表示，動視的資產負債表上淨現金約為每股9美元，預計2023年將增長至每股13美元。
The FTC's complaint is "weak" because it is effectively saying that "Sony, which owns 70% of the hardware market, could be hurt by Microsoft's Xbox having exclusivity to the Call of Duty franchise," he said.
他說，聯盟貿易委員會的申訴是“軟弱的”，因為它實際上是在說，“擁有70%硬體市場份額的索尼，可能會因為微軟的Xbox獨家擁有《使命召喚》系列遊戲而受到損害。”
Activision has a strong pipeline, with "Diablo 4" set to be released next year, Kelly mentioned.
凱利提到，動視有一個強大的流水線，《暗黑破壞神4》將於明年上映。
Activision's stock "has a lot of catalysts behind it," he added.
他補充說，動視的股票“背後有很多催化劑”。
Kelly recommended buying the stock and the January 27, 77-calls.
凱利建議買入該股和77年1月27日的電話會議。
Photo via Shutterstock.
照片來自Shutterstock。
譯文內容由第三人軟體翻譯。
