Comcast's Market Valuation Does Not Reflect Fair Value For It's Significant Growth Portfolio: Analyst
Comcast's Market Valuation Does Not Reflect Fair Value For It's Significant Growth Portfolio: Analyst
Benchmark analyst Matthew Harrigan reiterated Comcast Corp (NASDAQ:CMCSA) with a Buy and a $55 price target.
基準分析師馬修·哈里根重申了康卡斯特公司（納斯達克股票代碼：CMCSA）的買入和55美元的目標股價。
Dan Lovinger, NBC's president of ad sales and partnerships, announced that NBCU has already won $1.2 billion in commitments, on pace for a record Olympic tally including more than $350 million from new advertisers.
美國全國廣播公司廣告銷售和合作夥伴關係總裁丹·洛文格宣佈，NBCU已經贏得了12億美元的承諾，有望在奧運會上創下創紀錄的總收入，其中包括來自新廣告商的超過3.5億美元。
The analyst said the amount of commitment won is already just marginally behind the $1.25 billion in national advertising achieved for the Tokyo Games.
這位分析師表示，贏得的承諾金額已經略微落後於爲東京奧運會實現的12.5億美元全國廣告投放額。
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The Olympics are especially integral to Peacock's ongoing momentum, with all events streaming with record concomitant digital advertising.
奧運會對孔雀的持續發展勢頭尤其重要，所有賽事都附帶創紀錄的數字廣告。
As per Harrigan, all inventory for the opening and closing ceremonies has now been sold out.
根據哈里根的說法，開幕式和閉幕式的所有庫存現已售罄。
Top categories include nonalcoholic beverages, CPG, financial services, and retail, with entertainment also advancing.
熱門類別包括非酒精飲料、CPG、金融服務和零售，娛樂業也在發展。
He reflected on NBCU's partnership emphasis and said that nearly 95% of individual primetime marketing integrations are sold out.
他回顧了NBCU的合作重點，並表示將近95％的黃金時段個人營銷整合已售罄。
The high affinity for major brands seeking association with the Olympics attests to Comcast's savvy off its own $7.65 billion Olympic commitment through 2032, with ad spending currently up 18% from the 2021 Tokyo Games in a less favorable Asian time zone with spectators returning in Paris, as per Harrigan.
哈里根說，康卡斯特對尋求與奧運會合作的主要品牌的高度親和力證明了康卡斯特精明地兌現了自己到2032年76.5億美元的奧運承諾，在亞洲時區不太有利的情況下，廣告支出比2021年東京奧運會增長了18％。
This year's Olympic ratings will also likely benefit from breakout interest and viewing for women's sports following the NCAA Basketball Tournament.
今年的奧運會收視率也可能受益於NCAA籃球錦標賽之後對女子運動的突破性興趣和收視率。
The current market valuation does not reflect fair value for the company's significant growth portfolio and the essential relevance of linear TV integrated with streaming for delivering client brand equity, as per the analyst leading to the re-rating.
根據重新評級的分析師的說法，當前的市場估值並未反映公司重大增長投資組合的公允價值，也沒有反映與流媒體相結合的線性電視與提供客戶品牌資產的重要意義。
Harrigan noted that Peacock is creating a new inventory from on-demand and live-stream shows and new programmatic offerings.
哈里根指出，Peacock正在從點播和直播節目以及新的節目中創建新的清單。
The programmatic alternative is fostered through a partnership with The Trade Desk, enabling a private biddable marketplace. NBCU also has agreements to post clips on X and Snapchat.
通過與The Trade Desk的合作促進了程序化替代方案，從而建立了私人可競標市場。NBCU 還達成了在 X 和 Snapchat 上發佈片段的協議。
The analyst writes that NBCUniversal is an overall leader in cross-platform advertising and AdTech, including its One Platform Total Audience approach, which has broad industry adoption, notably integrating linear viewing with digital consumption data.
該分析師寫道，NBCUniversal是跨平台廣告和廣告技術領域的整體領導者，包括其單一平台總受衆方法，該方法已被行業廣泛採用，尤其是將線性觀看與數字消費數據相結合。
One Platform includes significant NBCUniversal AI-enabled planning and activation technology. Near 60% of NBCUniversal's advertising clients use audience-based buying to maximize value, with a plus 25% growth in strategic audience-dedicated advertising, as per Harrigan.
一個平台包括重要的NBCUniversal支持人工智能的計劃和激活技術。根據哈里根的說法，近60％的NBCUniversal廣告客戶使用基於受衆的購買來實現價值最大化，戰略受衆專用廣告增長了25％。
Comcast gained 4% in the last 12 months. Investors can gain exposure to the stock via Invesco BuyBack Achievers ETF (NASDAQ:PKW) and Invesco S&P 500 Equal Weight Communication Services ETF (NYSE:RSPC).
康卡斯特在過去12個月中上漲了4％。投資者可以通過景順回購成功者ETF（納斯達克股票代碼：PKW）和景順標普500指數等權重通信服務ETF（紐約證券交易所代碼：RSPC）獲得股票敞口。
Price Action: CMCSA shares traded lower by 1.22% at $39.66 on the last check Wednesday.
價格走勢：在週三的最後一次支票中，CMCSA股價下跌1.22％，至39.66美元。
Comcast Peacock Photo by rarrarorro on Shutterstock
康卡斯特孔雀照片由 rarrarorro 在 Shutterstock 上拍攝
譯文內容由第三人軟體翻譯。