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7 Media And Entertainment Stocks To Buy, Sell And Hold

7 Media And Entertainment Stocks To Buy, Sell And Hold

7 種媒體和娛樂股票買賣和持有
Benzinga Staff Writer ·  2020/04/03 14:30

The coronavirus (COVID-19) outbreak has dragged down stock prices across the board, and media and entertainment stocks are no exception. While some media and entertainment businesses have ground to a complete halt due to the economic shutdown, others are thriving from a surge in at-home business.

新冠肺炎(CoronaVirus)爆發拖累股價全線下跌,傳媒及娛樂股亦不例外。雖然一些媒體和娛樂企業由於經濟停擺而陷入完全停頓,但其他企業則因家庭業務的激增而蓬勃發展。

CFRA recently assessed the media and entertainment landscape in the wake of the COVID-19 outbreak, and analysts updated their takes on some popular stocks in the group. CFRA said companies that rely heavily on public gatherings and carry the most debt are most at risk, while others should have no problem navigating the current environment.

CFRA最近對新冠肺炎爆發後的媒體和娛樂業格局進行了評估,分析師們更新了他們對一些通俗集團中的股票。CFRA表示,嚴重依賴公開集會並揹負最多債務的公司面臨的風險最大,而其他公司應該沒有問題來駕馭當前的環境。

Here are seven media and entertainment stocks to buy, sell and hold, according to CFRA. Comcast Corporation (NASDAQ: CMCSA) - Buy

根據CFRA的數據,以下是七隻可供買入、賣出和持有的媒體和娛樂股。康卡斯特公司(納斯達克:招商局)-購買

Analyst Tuna Amobi said Comcast is one of the rare winners from the COVID-19 outbreak given its cable and satellite business is likely getting a huge boost from Americans stuck in their homes. Comcast also has a relatively high A- S&P credit rating, suggesting its balance sheet is healthy.

分析師金槍魚阿莫比表示,康卡斯特是新冠肺炎疫情的罕見贏家之一,因為其有線和衞星業務可能會從滯留在家中的美國人那裏獲得巨大提振。康卡斯特的A-S&P信用評級也相對較高,表明其資產負債表是健康的。

Comcast’s Universal Studios postponed the release date of its upcoming “Fast and Furious” movie for another year, and the movie studio business could take a hit. However, Amobi says Comcast should make it through the shutdown just fine in the long term.

康卡斯特的環球影業將其即將上映的《速度與激情》電影的上映日期推遲了一年,電影製片廠的業務可能會受到打擊。然而,阿莫比表示,從長遠來看,康卡斯特應該會很好地度過停擺。

CFRA has a Strong Buy rating and $54 price target for CMCSA stock.

CFRA評級為買入,價格為54美元目標對於CMCSA股票。

Benzinga is covering every angle of how the coronavirus affects the financial world. For daily updates, sign up for our coronavirus newsletter. Walt Disney Co (NYSE: DIS) - Buy

Benzinga正在從各個角度講述冠狀病毒如何影響金融界。如需每日更新,請訂閲我們的冠狀病毒時事通訊。華特迪士尼公司(Walt Disney Co.)紐約證券交易所:DIS)-購買

Segments of Disney’s businesses, including its theme parks, movie studios and cruise lines, are certainly getting hammered by the economic shutdown. However, large-scale home confinement could be a major boost for Disney+, which launched back in November.

迪士尼的部分業務,包括主題公園、電影製片廠和郵輪公司,肯定受到了經濟停擺的打擊。然而,大規模的家庭監禁可能會對去年11月推出的迪士尼+起到重大推動作用。

Streaming video is one of the few remaining sources of entertainment for many Americans who might not have otherwise tried out Disney+. Amobi says COVID-19 is a net positive for Disney in that respect, and new Disney CEO Robert Chapek should bring some desirable skills to the table as Disney works to update its business model.

對於許多美國人來説,流媒體視頻是為數不多的娛樂來源之一,否則他們可能不會嘗試迪士尼+。阿莫比表示,新冠肺炎在這方面對迪士尼來説是淨積極的,隨着迪士尼努力更新商業模式,新任迪士尼首席執行官羅伯特·查佩克應該會帶來一些令人嚮往的技能。

CFRA has a Buy rating and $160 price target for DIS stock. AMC Entertainment Holdings Inc (NYSE: AMC) - Buy

CFRA對DIS股票給予買入評級和160美元的目標價。 AMC娛樂控股公司Inc.(紐約證券交易所代碼:AMC)-Buy

AMC shares are down more than 71% year-to-date and are trading at around $2 after COVID-19 completely shut down the movie theater business. It looks like AMC won’t be opening up its theater doors until the end of April at the earliest. While the company’s near-term outlook is dicey at best, Amobi said the stock is a compelling value at current levels. Prior to the outbreak, CFRA was projecting a 2.5% revenue decline in 2020 followed by a 1.3% gain in 2021.

今年到目前為止,AMC的股價已經下跌超過71%,在新冠肺炎徹底關閉電影院業務後,其股價目前在2美元左右。看起來AMC最早也要到4月底才會打開影院大門。雖然該公司的近期前景充其量是有風險的,但阿莫比表示,以目前的水平來看,該股的價值令人信服。在疫情爆發之前,CFRA預計2020年收入將下降2.5%,2021年將增長1.3%。

CFRA has a Buy rating and $8 price target for AMC stock. Live Nation Entertainment, Inc. (NYSE: LYV) - Buy

CFRA對AMC股票的評級為買入,目標價為8美元。 LIVE民族娛樂,Inc.(紐約證券交易所代碼:LYV)-Buy

Prior to the COVID-19 shutdown, live entertainment ticketing company Live Nation was firing on all cylinders. There’s no reason why the company can’t eventually return to that level, but investors may need to be patient.

在新冠肺炎被關閉之前,現場娛樂票務公司Live Nation正在全力以赴。該公司沒有理由不能最終回到這一水平,但投資者可能需要耐心。

It may be June or later before large events and shows are back on the calendar, and it may take many more months for customers to be financially able and willing to gather in large numbers without fear of infection. Investors must hope the broad self-isolation will make stir-crazy Americans desperate to get out of the house and go back to normal social events at the earliest possible opportunity.

大型活動和演出可能要到6月或更晚才能重新列入日程表,客户可能還需要幾個月的時間才能有經濟能力,願意在不擔心感染的情況下大量聚集。投資者肯定希望,這種廣泛的自我孤立會讓瘋狂的美國人急於走出家門,儘早回到正常的社交活動中。

CFRA has a Buy rating and $65 price target for LYV stock. Madison Square Garden Co (NYSE: MSG) - Hold

CFRA對LYV股票的評級為買入,目標價為65美元。麥迪遜廣場花園公司(MAR.N:行情)紐約證券交易所:味精)-保持

Like AMC, all of Madison Square Garden’s events are on hold until at least the end of the month. However, the company recently announced a $400 million sale of the LA Forum to Los Angeles Clippers owner Steve Ballmer. The valuation of the deal and the cash infusion is reassuring to MSG investors and should help boost the company’s liquidity as it navigates the COVID-19 shutdown.

像AMC一樣,麥迪遜廣場花園的所有活動都被擱置,至少要到本月底。然而,該公司最近宣佈以4億美元的價格將洛杉磯論壇出售給洛杉磯快船的所有者史蒂夫·鮑爾默。這筆交易的估值和現金注入讓味精投資者放心,應該有助於在該公司應對新冠肺炎倒閉之際提高其流動性。

In the long term, the New York Knicks, New York Rangers and Madison Square Garden Arena are all extremely valuable and productive New York City assets that should continue to create value for investors. However, investors may want to stay on the sidelines for now given none of these assets are generating cash flow at the moment.

從長遠來看,紐約尼克斯、紐約流浪者隊和麥迪遜廣場花園競技場都是紐約市極其寶貴和富有成效的資產,應該會繼續為投資者創造價值。然而,投資者可能希望保持觀望,因為現在鑑於這些資產目前都沒有產生現金流。

CFRA has a Hold rating and $325 price target for MSG stock. Royal Caribbean Cruises Ltd (NYSE: RCL) - Sell

CFRA對味精股票給予持有評級和325美元的目標價。 皇家加勒比郵輪LTD(紐約證券交易所股票代碼:RCL)-出售

Few stocks may have their businesses permanently impacted by the coronavirus outbreak, but cruise lines may be one.

很少有股票的業務會受到冠狀病毒爆發的永久性影響,但郵輪公司可能是其中之一。

A disproportionately large percentage of Royal Caribbean’s customers are retirees, the age demographic that is most at-risk from COVID-19. Even once travel bans are lifted, airlines will likely see their business return much sooner than cruise lines given there are plenty of reasons to fly other than vacations. Slumping demand in the near-term could trigger extreme pricing discounts, which could eat into margins and cash flow.

皇家加勒比的客户中退休人員比例高得不成比例,這一年齡段的人羣最容易受到新冠肺炎的影響。即使旅行禁令解除,航空公司也可能比郵輪公司更快看到業務恢復,因為除了度假之外,還有很多理由乘坐飛機。近期需求下滑可能引發極端的定價折扣,這可能會侵蝕利潤率和現金流。

CFRA has a Sell rating and $100 price target for RCL stock.

CFRA對RCL股票給予賣出評級和100美元的目標價。

See Also: 8 Best Investment Strategies During A Recession Las Vegas Sands Corp. (NYSE: LVS) - Sell

另見:經濟衰退期間的八大最佳投資策略 拉斯維加斯金沙集團。(紐約證券交易所股票代碼:LVS)-出售

Not only are all of Las Vegas Sands’ U.S. casinos shut down indefinitely, the company has a heavy debt load that could start to come into play as the crisis drags on. Las Vegas Sands barely survived the 2008 financial crisis thanks to its debt, which now stands at $12.5 billion.

不僅拉斯維加斯金沙集團在美國的所有賭場都無限期關閉,該公司還揹負着沉重的債務負擔,隨着危機的持續,這些債務可能會開始發揮作用。拉斯維加斯金沙集團勉強挺過了2008年的金融危機,這要歸功於它的債務,目前它的債務高達125億美元。

Las Vegas Sands currently pays an 8.4% dividend, but a dividend cut could be the company’s first line of defense against financial hardship. Casinos in Macau, China are back up and running after a COVID-19 shutdown, but Macau gross gaming revenue plummeted nearly 80% in the month of March.

拉斯維加斯金沙集團目前支付8.4%的股息,但削減股息可能是該公司應對財務困難的第一道防線。在澳門的賭場,中國在新冠肺炎關閉後重新開始運營,但澳門的博彩業毛收入在3月份暴跌近80%。

CFRA has a Sell rating and $62 price target for LVS stock. Latest Ratings for DIS

CFRA對LVS股票給予賣出評級和62美元的目標價。DIS的最新評級

View More Analyst Ratings for DIS

查看有關DIS的更多分析師評級

View the Latest Analyst Ratings

查看最新分析師評級

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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