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Tag: Netflix Inc

  • Disney (DIS) Or Netflix (NFLX) – Which Stock Has More Potential To Grow

    Before Friday’s opening, Disney’s stock price jumped 7 percent. Investors praised the current medium-term plan of the company, which includes a multi-fold rise in the streaming audience and extensive investment in new content development. By December, Disney+ raised the number of paying subscribers to 87.6 million and has every chance to overcome the bar of 90 million by the end of the year-despite the fact that originally a year ago, those figures were predicted to be seen no earlier than 2024 when the platform was launched. Now in the face of Netflix, Disney+ is just 2 times inferior to its nearest counterpart. It took 13 years, however for the online entertainment leader to attain the current 200 million paying accounts.

    The group expects an audience of 230 to 260 million people for Disney+ by 2024 with the current dynamics, and 350 million with Hulu and India’s Hotstar. In the fast-growing Indian market, a 30 percent to 40 percent increase is expected. At the same time in the near future, the company expects to start raising the subscription price: up to $7.99 per month in the U.S. and 8.99 euros per month in the EU. All these steps together will allow payback to be accomplished in less than 4 years.

    A massive content development program is one of the key things that can ensure such a fast growth of the audience eager to renew a subscription. Disney would increase its animation and filming budget to $14-16 billion a year. Annually, the viewer will receive around 100 new episodes and films. It has already been put into development, including 15 full-length animated and feature films, as well as many serials on the worlds of Marvel and Star Wars. The latter is particularly important: Disney was spurred to write two more spin-offs of this Saga by the resounding success of the space western Mandalorian.

    In the extended session immediately after the announcement of the new plan, DIS shares grew. The rise was already more than 7 percent, initially adding around 4 percent before the start of the main session on Friday and concluded the day rising over 13%. Netflix shares rose at the same time but within 1 percent. Disney is now trading at over $175 per share, which is 11% higher than its equilibrium price. By comparison, Netflix is seriously running behind its fair value. We predict that they will grow by 9 percent to $545 per share in the coming months.

  • Surge Continued For Stocks of Vaccine Makers -Moderna (MRNA), Pfizer (PFE), BioNTech (BNTX), Novavax (NVAX) Rose On Monday

    Surge Continued For Stocks of Vaccine Makers -Moderna (MRNA), Pfizer (PFE), BioNTech (BNTX), Novavax (NVAX) Rose On Monday

    Moderna Inc (MRNA) was up 20.24%on Monday at $152.74. The biotechnology company has therefore applied for marketing authorizations for its coronavirus vaccine in the United States and Europe, which has been shown to be more than 94% successful in advanced clinical trials.

    Pfizer Inc (PFE) gained 2.90 percent to $38.31 and BioNTech SE (BNTX) added 12.96 percent to close at $124.24 on Monday. The drug manufacturing companies were able to receive regulatory approvals in the United Kingdom and the United States for their 95 percent successful vaccine candidate within a few days.

    Novavax Inc (NVAX) saw a rise of 10.99 percent to conclude the trading at $139.50. Stock of soared, while the biotechnology company again postponed the launch in the United States of a Phase III clinical trial of its Covid experimental vaccine, but cited a possible start-up in the coming weeks.

    S&P Global Inc (SPGI) was up 2.99 percent to $351.78. As expected, it announced IHS Markit’s acquisition of $44 billion in shares, the biggest merger and value acquisition since the beginning of the year. The total capitalization of IHS Markit is $37 billion.

    Airbnb is looking for a $30 billion to $33 billion valuation for its Wall Street IPO. Food distribution player, DoorDash, with its more than tripled sales in nine months and first quarterly profit, is also greedy for its IPO with a cap from $25 billion to $28 billion. Both companies are planning to join the Wall Street in mid-December.

    Netflix Inc (NFLX) slipped -0.13 percent to $490.70 in the last session. The video streaming service is expected to begin disclosing revenue of more than GBP 1 billion from British subscribers to tax authorities in the UK, according to the Guardian. The Guardian claims that Netflix’s decision could place pressure on other U.S. tech giants such as Google or Amazon, who are currently preventing such reporting by optimizing their taxation.