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- ArivuArivu
  ·2021-08-19
  Nice
  非常抱歉，此主贴已删除
  2,750 1
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- ArivuArivu
  ·2021-08-17
  Disney we can bet on
  4 Streaming Video Stocks That Have a Killer Advantage<blockquote>4只具有杀手级优势的流媒体视频股票</blockquote>
  We're enjoying more entertainment than ever from our homes, but these stocks have a leg up on the competition.
  4 Streaming Video Stocks That Have a Killer Advantage<blockquote>4只具有杀手级优势的流媒体视频股票</blockquote>
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- ArivuArivu
  ·2021-08-15
  Good read
  非常抱歉，此主贴已删除
  2,385 评论
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- ArivuArivu
  ·2021-08-15
  Buy the dip
  非常抱歉，此主贴已删除
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- ArivuArivu
  ·2021-07-13
  Backed by SG government strongly
  Singapore Airlines set for regional dominance as rivals pull back<blockquote>随着竞争对手的撤退，新加坡航空将占据地区主导地位</blockquote>
  Singapore Airlines has, with aid from the state investor, been in a position of dominance over its S
  Singapore Airlines set for regional dominance as rivals pull back<blockquote>随着竞争对手的撤退，新加坡航空将占据地区主导地位</blockquote>
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- ArivuArivu
  ·2021-07-12
  No
  非常抱歉，此主贴已删除
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- ArivuArivu
  ·2021-07-11
  Yes must’ve
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- ArivuArivu
  ·2021-06-30
  Next target
  非常抱歉，此主贴已删除
  1,545 评论
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- ArivuArivu
  ·2021-06-29
  Gonna be huge
  非常抱歉，此主贴已删除
  2,089 评论
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- ArivuArivu
  ·2021-06-28
  Apple going stronger
  非常抱歉，此主贴已删除
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Consumers are more demanding about the entertainment choices they have these days, and the leading streaming services are fitting the bill. However, some platforms have killer advantages.</p><p><blockquote>没有人能否认从线性电视到流媒体的迁移是真实的。如今，消费者对娱乐选择的要求更高，而领先的流媒体服务正符合这一要求。然而，一些平台却有着杀手级的优势。</blockquote></p><p> <b>Netflix</b>(NASDAQ:NFLX),<b>Roku</b>(NASDAQ:ROKU),<b>fuboTV</b>(NYSE:FUBO), and&nbsp;<b>Walt Disney</b>(NYSE:DIS)have a leg up on the competition. Let's see why they have invisible moats that are sometimes misunderstood by the market.</p><p><blockquote><b>Netflix</b>（纳斯达克：NFLX），<b>Roku</b>（纳斯达克：ROKU），<b>富波电视</b>（纽约证券交易所代码：FUBO），以及<b>迪斯尼</b>（纽约证券交易所股票代码：DIS）在竞争中占据优势。让我们看看为什么他们有隐形护城河，有时会被市场误解。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d77375ebe5965b932a98eb9b1eb132f\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Netflix</b></p><p><blockquote><b>Netflix</b></blockquote></p><p> Let's start with the obvious top dog in this niche. Netflix was streaming -- disrupting its own physical distribution model -- long before the rest of the world caught up to the trend. Netflix is the undisputed leading premium streaming video service, hitting the midpoint of this year with&nbsp;209.2 million paying accounts&nbsp;worldwide.</p><p><blockquote>让我们从这个利基市场中明显的佼佼者开始。早在世界其他地区赶上这一趋势之前，Netflix就开始进行流媒体播放，颠覆了自己的实体分销模式。Netflix是无可争议的领先优质流媒体视频服务，今年年中，全球付费用户达到2.092亿。</blockquote></p><p> One might argue that the killer advantage Netflix has is scale, but it's not as simple as the obvious benefit of reaching the largest audience in the market. Being the top dog means it can divide the cost of acquiring any new piece of content by the largest number of premium accounts. The cost per member of any new movie or series on its platform would be lower for Netflix than it would be for any of its smaller rivals.</p><p><blockquote>有人可能会说，网飞的致命优势是规模，但这并不像接触市场上最大受众的明显好处那么简单。成为老大意味着它可以将获取任何新内容的成本除以最大数量的高级帐户。Netflix平台上任何新电影或连续剧的每位会员成本都将低于任何规模较小的竞争对手。</blockquote></p><p> Netflix also has more than two decades of streaming history. Netflix knows exactly what its subscribers are watching, and just as importantly what they're not watching. It has its finger on the pulse of streaming entertainment in a way that is unmatched by anyone else. It's not a surprise that Netflix has now increased its monthly U.S. subscription rates five times in the past seven years and keeps growing.</p><p><blockquote>Netflix也有二十多年的流媒体历史。网飞确切地知道它的订户在看什么，同样重要的是他们没有看什么。它以一种其他任何人都无法比拟的方式抓住了流媒体娱乐的脉搏。毫不奇怪，Netflix在过去七年中将其在美国的月订阅率提高了五倍，并且还在持续增长。</blockquote></p><p> <b>Roku</b></p><p><blockquote><b>Roku</b></blockquote></p><p> Agnosticism is the killer advantage for Roku. Unlike other streaming operating systems and dongles put out by tech or media giants with their flagship premium offerings to promote, Roku has historically played nice with the gamut of streaming apps. There's a reason why there are now thousands of services you can download through your Roku.</p><p><blockquote>不可知论是Roku的致命优势。与科技或媒体巨头推出的其他流媒体操作系统和加密狗不同，Roku历来在所有流媒体应用程序方面都表现出色。现在你可以通过Roku下载成千上万的服务，这是有原因的。</blockquote></p><p> It's not always perfect. We saw Roku battle with two new services last year over revenue-sharing arrangements, but all parties eventually came to terms to make sure that those new premium offerings didn't miss out on Roku's massive audience.</p><p><blockquote>它并不总是完美的。去年，我们看到Roku与两项新服务就收入分享安排展开了斗争，但各方最终达成了协议，以确保这些新的优质服务不会错过Roku的大量受众。</blockquote></p><p> With Roku's platform revenue the key driver in the 81% year-over-year revenue surge inits latest quarter, it's clear the model works. Roku's agnosticism makes it a major draw to smart TV manufacturers looking for a built-in operating system and for consumers buying retail products to turn dumb TVs into smart ones. Roku's recent moves to beef up proprietary content -- like buying the now defunct Quibi content catalog -- isn't enough for any streaming service to see Roku as a threat instead of an ally.</p><p><blockquote>由于Roku的平台收入是其最近一个季度收入同比增长81%的关键驱动力，很明显该模型是有效的。Roku的不可知论使其成为寻求内置操作系统的智能电视制造商和购买零售产品将哑电视变成智能电视的消费者的主要吸引力。Roku最近加强专有内容的举措——例如购买现已停业的Quibi内容目录——不足以让任何流媒体服务将Roku视为威胁而不是盟友。</blockquote></p><p> <b>fuboTV</b></p><p><blockquote><b>富波电视</b></blockquote></p><p> We're kissing our cable and satellite television bills goodbye, but a growing number of cord-cutters are turning to live TV streaming services to fill the void. fuboTV is still a small player in this niche, but its \"sports first\" positioning is making it the fastest growing player in the field. Revenue has accelerated in each of its first three quarters as a pubic company,nearly tripling in last week's financial update.</p><p><blockquote>我们正在告别有线电视和卫星电视账单，但越来越多的脐带切割者正在转向直播电视流媒体服务来填补空白。富波电视在这个利基市场中仍然是一个小玩家，但其“体育第一”的定位使其成为该领域增长最快的玩家。作为一家上市公司，前三个季度的收入都在加速增长，在上周的财务更新中几乎增长了两倍。</blockquote></p><p> Having a set demographic of sports fans is making it magnetic to marketers. Ad revenue per user clocked in at $8.70 a month for fuboTV, nearly triple what Roku is commanding -- and the clincher here is that fuboTV is still collecting premium subscription revenue on top of that. Another killer advantage for fuboTV with its unique market positioning is that many sports fans enjoy wagering. By the end of this year fuboTV expects to launch Fubo Sportsbook, a gambling app that will work alongside fuboTV to update betting options based on what a subscriber is watching.</p><p><blockquote>拥有一批体育迷对营销人员很有吸引力。fuboTV的每用户广告收入为每月8.70美元，几乎是Roku的三倍——这里的决定性因素是fuboTV仍在收取付费订阅收入。fuboTV独特市场定位的另一个杀手级优势是许多体育迷喜欢赌博。到今年年底，fuboTV预计将推出Fubo Sportsbook，这是一款赌博应用程序，将与fuboTV一起工作，根据订阅者正在观看的内容更新投注选项。</blockquote></p><p> <b>Walt Disney</b></p><p><blockquote><b>迪斯尼</b></blockquote></p><p> It may seem insane, but Disney+ wasn't around two years ago. It launched in November 2019 and hit the ground running. Disney's success in streaming is a testament to its unmatched properties.</p><p><blockquote>这可能看起来很疯狂，但Disney+在两年前还不存在。它于2019年11月推出，并立即投入使用。迪士尼在流媒体领域的成功证明了其无与伦比的特性。</blockquote></p><p></p><p> Disney was the studio behind all six of the country's top-grossing theatrical releases in 2019, the last good year for the multiplex industry. It operates the world's most visited theme parks. Its Disney Channel and majority-owned ESPN are the top dogs in their respective markets. A hit in one of its divisions can quickly be adapted to be monetized elsewhere.</p><p><blockquote>迪士尼是2019年美国所有六部票房最高的影院上映电影的幕后工作室，这是多厅影院行业最后一个好年景。它经营着世界上游客最多的主题公园。其迪士尼频道和控股的ESPN是各自市场的佼佼者。其中一个部门的打击可以很快在其他地方货币化。</blockquote></p><p> Disney+ became a major player out of the gate as a result of the&nbsp;media stock's vault of content. Between its homegrown properties and the franchises it acquired in 10-figure deals for Pixar, Marvel, and Lucasfilm, no one comes close to the breadth of the House of Mouse for potential blockbusters.</p><p><blockquote>由于媒体股票的内容丰富，Disney+一开始就成为了主要参与者。在其本土资产和以10位数的价格为皮克斯、漫威和卢卡斯影业收购的特许经营权之间，没有人能比得上《老鼠之家》的潜在大片的广度。</blockquote></p><p> Streaming entertainment is going to have a lot winners. It's the present and future of video consumption. Netflix, Roku, fuboTV, and Disney have the killer advantages to stand out in the field.</p><p><blockquote>流媒体娱乐将会有很多赢家。这是视频消费的现在和未来。Netflix、Roku、fuboTV、Disney拥有在该领域脱颖而出的杀手级优势。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Streaming Video Stocks That Have a Killer Advantage<blockquote>4只具有杀手级优势的流媒体视频股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Streaming Video Stocks That Have a Killer Advantage<blockquote>4只具有杀手级优势的流媒体视频股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-17 10:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>There are a lot of players in streaming these days, but only a handful have legit advantages over the competition.</li>  <li>Netflix and Disney have unmatched content catalogs for a reason.</li>  <li>Roku and fuboTV have unique advantages to make them stand out against more established names in their markets.</li> </ul> </p><p><blockquote><ul><li>如今，流媒体行业有很多玩家，但只有少数玩家在竞争中拥有合法优势。</li><li>网飞和迪士尼拥有无与伦比的内容目录是有原因的。</li><li>Roku和fuboTV拥有独特的优势，使它们能够在市场上与更知名的品牌中脱颖而出。</li></ul></blockquote></p><p> No one can deny that the migration from linear television to streaming is real. Consumers are more demanding about the entertainment choices they have these days, and the leading streaming services are fitting the bill. However, some platforms have killer advantages.</p><p><blockquote>没有人能否认从线性电视到流媒体的迁移是真实的。如今，消费者对娱乐选择的要求更高，而领先的流媒体服务正符合这一要求。然而，一些平台却有着杀手级的优势。</blockquote></p><p> <b>Netflix</b>(NASDAQ:NFLX),<b>Roku</b>(NASDAQ:ROKU),<b>fuboTV</b>(NYSE:FUBO), and&nbsp;<b>Walt Disney</b>(NYSE:DIS)have a leg up on the competition. Let's see why they have invisible moats that are sometimes misunderstood by the market.</p><p><blockquote><b>Netflix</b>（纳斯达克：NFLX），<b>Roku</b>（纳斯达克：ROKU），<b>富波电视</b>（纽约证券交易所代码：FUBO），以及<b>迪斯尼</b>（纽约证券交易所股票代码：DIS）在竞争中占据优势。让我们看看为什么他们有隐形护城河，有时会被市场误解。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d77375ebe5965b932a98eb9b1eb132f\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Netflix</b></p><p><blockquote><b>Netflix</b></blockquote></p><p> Let's start with the obvious top dog in this niche. Netflix was streaming -- disrupting its own physical distribution model -- long before the rest of the world caught up to the trend. Netflix is the undisputed leading premium streaming video service, hitting the midpoint of this year with&nbsp;209.2 million paying accounts&nbsp;worldwide.</p><p><blockquote>让我们从这个利基市场中明显的佼佼者开始。早在世界其他地区赶上这一趋势之前，Netflix就开始进行流媒体播放，颠覆了自己的实体分销模式。Netflix是无可争议的领先优质流媒体视频服务，今年年中，全球付费用户达到2.092亿。</blockquote></p><p> One might argue that the killer advantage Netflix has is scale, but it's not as simple as the obvious benefit of reaching the largest audience in the market. Being the top dog means it can divide the cost of acquiring any new piece of content by the largest number of premium accounts. The cost per member of any new movie or series on its platform would be lower for Netflix than it would be for any of its smaller rivals.</p><p><blockquote>有人可能会说，网飞的致命优势是规模，但这并不像接触市场上最大受众的明显好处那么简单。成为老大意味着它可以将获取任何新内容的成本除以最大数量的高级帐户。Netflix平台上任何新电影或连续剧的每位会员成本都将低于任何规模较小的竞争对手。</blockquote></p><p> Netflix also has more than two decades of streaming history. Netflix knows exactly what its subscribers are watching, and just as importantly what they're not watching. It has its finger on the pulse of streaming entertainment in a way that is unmatched by anyone else. It's not a surprise that Netflix has now increased its monthly U.S. subscription rates five times in the past seven years and keeps growing.</p><p><blockquote>Netflix也有二十多年的流媒体历史。网飞确切地知道它的订户在看什么，同样重要的是他们没有看什么。它以一种其他任何人都无法比拟的方式抓住了流媒体娱乐的脉搏。毫不奇怪，Netflix在过去七年中将其在美国的月订阅率提高了五倍，并且还在持续增长。</blockquote></p><p> <b>Roku</b></p><p><blockquote><b>Roku</b></blockquote></p><p> Agnosticism is the killer advantage for Roku. Unlike other streaming operating systems and dongles put out by tech or media giants with their flagship premium offerings to promote, Roku has historically played nice with the gamut of streaming apps. There's a reason why there are now thousands of services you can download through your Roku.</p><p><blockquote>不可知论是Roku的致命优势。与科技或媒体巨头推出的其他流媒体操作系统和加密狗不同，Roku历来在所有流媒体应用程序方面都表现出色。现在你可以通过Roku下载成千上万的服务，这是有原因的。</blockquote></p><p> It's not always perfect. We saw Roku battle with two new services last year over revenue-sharing arrangements, but all parties eventually came to terms to make sure that those new premium offerings didn't miss out on Roku's massive audience.</p><p><blockquote>它并不总是完美的。去年，我们看到Roku与两项新服务就收入分享安排展开了斗争，但各方最终达成了协议，以确保这些新的优质服务不会错过Roku的大量受众。</blockquote></p><p> With Roku's platform revenue the key driver in the 81% year-over-year revenue surge inits latest quarter, it's clear the model works. Roku's agnosticism makes it a major draw to smart TV manufacturers looking for a built-in operating system and for consumers buying retail products to turn dumb TVs into smart ones. Roku's recent moves to beef up proprietary content -- like buying the now defunct Quibi content catalog -- isn't enough for any streaming service to see Roku as a threat instead of an ally.</p><p><blockquote>由于Roku的平台收入是其最近一个季度收入同比增长81%的关键驱动力，很明显该模型是有效的。Roku的不可知论使其成为寻求内置操作系统的智能电视制造商和购买零售产品将哑电视变成智能电视的消费者的主要吸引力。Roku最近加强专有内容的举措——例如购买现已停业的Quibi内容目录——不足以让任何流媒体服务将Roku视为威胁而不是盟友。</blockquote></p><p> <b>fuboTV</b></p><p><blockquote><b>富波电视</b></blockquote></p><p> We're kissing our cable and satellite television bills goodbye, but a growing number of cord-cutters are turning to live TV streaming services to fill the void. fuboTV is still a small player in this niche, but its \"sports first\" positioning is making it the fastest growing player in the field. Revenue has accelerated in each of its first three quarters as a pubic company,nearly tripling in last week's financial update.</p><p><blockquote>我们正在告别有线电视和卫星电视账单，但越来越多的脐带切割者正在转向直播电视流媒体服务来填补空白。富波电视在这个利基市场中仍然是一个小玩家，但其“体育第一”的定位使其成为该领域增长最快的玩家。作为一家上市公司，前三个季度的收入都在加速增长，在上周的财务更新中几乎增长了两倍。</blockquote></p><p> Having a set demographic of sports fans is making it magnetic to marketers. Ad revenue per user clocked in at $8.70 a month for fuboTV, nearly triple what Roku is commanding -- and the clincher here is that fuboTV is still collecting premium subscription revenue on top of that. Another killer advantage for fuboTV with its unique market positioning is that many sports fans enjoy wagering. By the end of this year fuboTV expects to launch Fubo Sportsbook, a gambling app that will work alongside fuboTV to update betting options based on what a subscriber is watching.</p><p><blockquote>拥有一批体育迷对营销人员很有吸引力。fuboTV的每用户广告收入为每月8.70美元，几乎是Roku的三倍——这里的决定性因素是fuboTV仍在收取付费订阅收入。fuboTV独特市场定位的另一个杀手级优势是许多体育迷喜欢赌博。到今年年底，fuboTV预计将推出Fubo Sportsbook，这是一款赌博应用程序，将与fuboTV一起工作，根据订阅者正在观看的内容更新投注选项。</blockquote></p><p> <b>Walt Disney</b></p><p><blockquote><b>迪斯尼</b></blockquote></p><p> It may seem insane, but Disney+ wasn't around two years ago. It launched in November 2019 and hit the ground running. Disney's success in streaming is a testament to its unmatched properties.</p><p><blockquote>这可能看起来很疯狂，但Disney+在两年前还不存在。它于2019年11月推出，并立即投入使用。迪士尼在流媒体领域的成功证明了其无与伦比的特性。</blockquote></p><p></p><p> Disney was the studio behind all six of the country's top-grossing theatrical releases in 2019, the last good year for the multiplex industry. It operates the world's most visited theme parks. Its Disney Channel and majority-owned ESPN are the top dogs in their respective markets. A hit in one of its divisions can quickly be adapted to be monetized elsewhere.</p><p><blockquote>迪士尼是2019年美国所有六部票房最高的影院上映电影的幕后工作室，这是多厅影院行业最后一个好年景。它经营着世界上游客最多的主题公园。其迪士尼频道和控股的ESPN是各自市场的佼佼者。其中一个部门的打击可以很快在其他地方货币化。</blockquote></p><p> Disney+ became a major player out of the gate as a result of the&nbsp;media stock's vault of content. Between its homegrown properties and the franchises it acquired in 10-figure deals for Pixar, Marvel, and Lucasfilm, no one comes close to the breadth of the House of Mouse for potential blockbusters.</p><p><blockquote>由于媒体股票的内容丰富，Disney+一开始就成为了主要参与者。在其本土资产和以10位数的价格为皮克斯、漫威和卢卡斯影业收购的特许经营权之间，没有人能比得上《老鼠之家》的潜在大片的广度。</blockquote></p><p> Streaming entertainment is going to have a lot winners. It's the present and future of video consumption. Netflix, Roku, fuboTV, and Disney have the killer advantages to stand out in the field.</p><p><blockquote>流媒体娱乐将会有很多赢家。这是视频消费的现在和未来。Netflix、Roku、fuboTV、Disney拥有在该领域脱颖而出的杀手级优势。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/16/4-streaming-video-stocks-that-have-a-killer-advant/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc.","ROKU":"Roku Inc","DIS":"迪士尼","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/08/16/4-streaming-video-stocks-that-have-a-killer-advant/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167115772","content_text":"Key Points\n\nThere are a lot of players in streaming these days, but only a handful have legit advantages over the competition.\nNetflix and Disney have unmatched content catalogs for a reason.\nRoku and fuboTV have unique advantages to make them stand out against more established names in their markets.\n\n\nNo one can deny that the migration from linear television to streaming is real. Consumers are more demanding about the entertainment choices they have these days, and the leading streaming services are fitting the bill. However, some platforms have killer advantages.\nNetflix(NASDAQ:NFLX),Roku(NASDAQ:ROKU),fuboTV(NYSE:FUBO), and Walt Disney(NYSE:DIS)have a leg up on the competition. Let's see why they have invisible moats that are sometimes misunderstood by the market.\nIMAGE SOURCE: GETTY IMAGES.\nNetflix\nLet's start with the obvious top dog in this niche. Netflix was streaming -- disrupting its own physical distribution model -- long before the rest of the world caught up to the trend. Netflix is the undisputed leading premium streaming video service, hitting the midpoint of this year with 209.2 million paying accounts worldwide.\nOne might argue that the killer advantage Netflix has is scale, but it's not as simple as the obvious benefit of reaching the largest audience in the market. Being the top dog means it can divide the cost of acquiring any new piece of content by the largest number of premium accounts. The cost per member of any new movie or series on its platform would be lower for Netflix than it would be for any of its smaller rivals.\nNetflix also has more than two decades of streaming history. Netflix knows exactly what its subscribers are watching, and just as importantly what they're not watching. It has its finger on the pulse of streaming entertainment in a way that is unmatched by anyone else. It's not a surprise that Netflix has now increased its monthly U.S. subscription rates five times in the past seven years and keeps growing.\nRoku\nAgnosticism is the killer advantage for Roku. Unlike other streaming operating systems and dongles put out by tech or media giants with their flagship premium offerings to promote, Roku has historically played nice with the gamut of streaming apps. There's a reason why there are now thousands of services you can download through your Roku.\nIt's not always perfect. We saw Roku battle with two new services last year over revenue-sharing arrangements, but all parties eventually came to terms to make sure that those new premium offerings didn't miss out on Roku's massive audience.\nWith Roku's platform revenue the key driver in the 81% year-over-year revenue surge inits latest quarter, it's clear the model works. Roku's agnosticism makes it a major draw to smart TV manufacturers looking for a built-in operating system and for consumers buying retail products to turn dumb TVs into smart ones. Roku's recent moves to beef up proprietary content -- like buying the now defunct Quibi content catalog -- isn't enough for any streaming service to see Roku as a threat instead of an ally.\nfuboTV\nWe're kissing our cable and satellite television bills goodbye, but a growing number of cord-cutters are turning to live TV streaming services to fill the void. fuboTV is still a small player in this niche, but its \"sports first\" positioning is making it the fastest growing player in the field. Revenue has accelerated in each of its first three quarters as a pubic company,nearly tripling in last week's financial update.\nHaving a set demographic of sports fans is making it magnetic to marketers. Ad revenue per user clocked in at $8.70 a month for fuboTV, nearly triple what Roku is commanding -- and the clincher here is that fuboTV is still collecting premium subscription revenue on top of that. Another killer advantage for fuboTV with its unique market positioning is that many sports fans enjoy wagering. By the end of this year fuboTV expects to launch Fubo Sportsbook, a gambling app that will work alongside fuboTV to update betting options based on what a subscriber is watching.\nWalt Disney\nIt may seem insane, but Disney+ wasn't around two years ago. It launched in November 2019 and hit the ground running. Disney's success in streaming is a testament to its unmatched properties.\nDisney was the studio behind all six of the country's top-grossing theatrical releases in 2019, the last good year for the multiplex industry. It operates the world's most visited theme parks. Its Disney Channel and majority-owned ESPN are the top dogs in their respective markets. A hit in one of its divisions can quickly be adapted to be monetized elsewhere.\nDisney+ became a major player out of the gate as a result of the media stock's vault of content. Between its homegrown properties and the franchises it acquired in 10-figure deals for Pixar, Marvel, and Lucasfilm, no one comes close to the breadth of the House of Mouse for potential blockbusters.\nStreaming entertainment is going to have a lot winners. It's the present and future of video consumption. Netflix, Roku, fuboTV, and Disney have the killer advantages to stand out in the field.","news_type":1,"symbols_score_info":{"FUBO":0.9,"DIS":0.9,"ROKU":0.9,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830116614,"gmtCreate":1629027569538,"gmtModify":1633687885099,"author":{"id":"3587015129995019","authorId":"3587015129995019","name":"Arivu","avatar":"https://static.tigerbbs.com/b4f95b9d963f53618dbf3723720eb3ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3587015129995019","idStr":"3587015129995019"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830116614","repostId":"2159211727","repostType":4,"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830118187,"gmtCreate":1629027457749,"gmtModify":1633687886285,"author":{"id":"3587015129995019","authorId":"3587015129995019","name":"Arivu","avatar":"https://static.tigerbbs.com/b4f95b9d963f53618dbf3723720eb3ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3587015129995019","idStr":"3587015129995019"},"themes":[],"htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/830118187","repostId":"2159145532","repostType":4,"isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142600139,"gmtCreate":1626143445321,"gmtModify":1633929684329,"author":{"id":"3587015129995019","authorId":"3587015129995019","name":"Arivu","avatar":"https://static.tigerbbs.com/b4f95b9d963f53618dbf3723720eb3ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3587015129995019","idStr":"3587015129995019"},"themes":[],"htmlText":"Backed by SG government strongly&nbsp;","listText":"Backed by SG government strongly&nbsp;","text":"Backed by SG government strongly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/142600139","repostId":"1153964222","repostType":4,"repost":{"id":"1153964222","kind":"news","pubTimestamp":1626142319,"share":"https://www.laohu8.com/m/news/1153964222?lang=zh_CN&edition=full","pubTime":"2021-07-13 10:11","market":"sg","language":"en","title":"Singapore Airlines set for regional dominance as rivals pull back<blockquote>随着竞争对手的撤退，新加坡航空将占据地区主导地位</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153964222","media":"traveldaily","summary":"Singapore Airlines has, with aid from the state investor, been in a position of dominance over its S","content":"<p><b>Singapore Airlines has, with aid from the state investor, been in a position of dominance over its South-East Asian competitors as they decrease and restructure, with US$16 billion (S$ 21.6 billion) from the start of a Covid 19 pandemic.</b></p><p><blockquote><b>在国家投资者的帮助下，随着东南亚竞争对手的减少和重组，新加坡航空公司一直处于主导地位，自Covid 19疫情开始以来，新加坡航空公司已获得160亿美元（216亿新元）的收入。</b></blockquote></p><p> The crisis has threatened the survival of non-domestic carriers like SIA, Cathay Pacific Airways in Hong Kong, and Emirates in Dubai. Indeed, the government “would spare no effort” to ensure that the SIA copes through the pandemic, said Prime Minister Lee Hsien Loong last year.</p><p><blockquote>这场危机威胁到了新航、香港国泰航空和迪拜阿联酋航空等非国内航空公司的生存。事实上，总理李显龙去年表示，政府“将不遗余力”确保SIA应对疫情。</blockquote></p><p> Temasek Holdings has been one of the world’s leading airline rescue packages by its majority shareholder, government-owned investment force. Singapore Airlines, therefore, has sufficient funds to continue to operate without cuts for at least two more years, modernise its fleet to save energy, reduce maintenance costs and achieve environmental objectives while other airlines shut out aircraft.</p><p><blockquote>淡马锡控股一直是全球领先的航空公司救援计划之一，其大股东、政府所有的投资力量。因此，新加坡航空公司有足够的资金在不削减开支的情况下继续运营至少两年，对其机队进行现代化改造以节约能源，降低维护成本并实现环境目标，而其他航空公司则将飞机拒之门外。</blockquote></p><p> The cash pole of Singapore Airlines is the envy of competitors like Thai Airways and Garuda Indonesia, who received little support from the government. Many competitors of Singapore Airlines cut fleets to a level that could eventually weaken their hubs and send more traffic to Singapore.</p><p><blockquote>新加坡航空公司的现金储备令泰国航空公司和印度尼西亚鹰航空公司等竞争对手羡慕不已，这些公司几乎没有得到政府的支持。新加坡航空的许多竞争对手将机队削减到最终可能削弱其枢纽并向新加坡输送更多客流量的水平。</blockquote></p><p> “Basically, what these airlines are trying to do is they are trying to ward off their debtors,” said Subhas Menon, director-general of the Association of Asia Pacific Airlines.</p><p><blockquote>亚太航空公司协会总干事苏巴斯·梅农(Subhas Menon)表示：“基本上，这些航空公司试图做的是避开债务人。”</blockquote></p><p> In the meantime, Singapore Airlines is enhancing its fleet and strengthening the Scoot budget. Leisure travel has brought recovery in Europe and North America; budget carriers are crucial for airlines if they do so in Asia.</p><p><blockquote>与此同时，新加坡航空正在增强其机队并加强酷航预算。休闲旅游在欧洲和北美带来复苏；如果航空公司在亚洲这样做，廉价航空公司对他们来说至关重要。</blockquote></p><p> Singapore Airlines is less immediately under pressure for further downsizing after having abated old aircraft and cut 20% of its staff last year. In May, CEO Goh Choon Phong described the job cuts last year as a “very painful process” and said that there was no more intention.</p><p><blockquote>新加坡航空去年减少了旧飞机并裁员20%后，进一步裁员的压力较小。今年5月，首席执行官Goh Choon Phong将去年的裁员描述为“非常痛苦的过程”，并表示没有更多的意图。</blockquote></p><p> But analysts say 12-18 months could be needed in Asia to resume widespread travel.</p><p><blockquote>但分析师表示，亚洲可能需要12-18个月才能恢复广泛的旅行。</blockquote></p><p> “They can survive for two or three years without making any money,” CAPA Centre for Aviation chairman Emeritus Peter Harbison said. “But at a certain stage, you say, ‘is it worth it? Shouldn’t you take tough steps?'”</p><p><blockquote>CAPA航空中心名誉主席彼得·哈比森(Peter Harbison)表示：“他们可以在不赚钱的情况下生存两三年。”“但在某个阶段，你会说，‘值得吗？难道你不应该采取强硬措施吗？’”</blockquote></p><p> Less than 9 per 100 of the rights sold in the recent issue of SIA A$8.3 billion convertible bonds have been sold to shareholders other than Temasek.</p><p><blockquote>在新航最近发行的83亿澳元可转换债券中，出售给淡马锡以外的股东的权利中，只有不到百分之9。</blockquote></p><p> Over a period of three years after agreements with the manufacturers Airbus and Boeing, Singapore Airlines deferred A$5.4 billion for new aircraft.</p><p><blockquote>在与制造商空客和波音达成协议后的三年里，新加坡航空推迟了54亿澳元的新飞机采购。</blockquote></p><p> However, due to large pre-crisis orders, it still spends A$ 4.9 billion on new aircraft and this year, despite low demand, adds a minimum of 19 aircraft in its fleet, including 13 widebodies.</p><p><blockquote>然而，由于危机前的大量订单，该公司仍在新飞机上花费49亿澳元，今年尽管需求低迷，但其机队至少增加了19架飞机，其中包括13架宽体飞机。</blockquote></p><p> By contrast, Germany’s larger Lufthansa, which earned nearly four times as much revenue annually pre-Covid, has a capital spending budget of about 1.5 billion euros (A$2.37 billion) for 2021.</p><p><blockquote>相比之下，德国规模较大的汉莎航空公司的年收入几乎是新冠疫情爆发前的四倍，2021年的资本支出预算约为15亿欧元（23.7亿澳元）。</blockquote></p><p> Singapore Airlines financial cushioning makes it harder to push back on contracts with manufacturers and lessors. Temasek supports fleet modernisation.</p><p><blockquote>新加坡航空的财务缓冲使得它更难推迟与制造商和出租人的合同。淡马锡支持船队现代化。</blockquote></p><p> With travel in a holding pattern and rivals distracted by financial issues, Scoot has been using some of Singapore Airlines cash to boost staff training and invest in new software that helps it calculate more profitable fares for connecting flights.</p><p><blockquote>由于旅行处于停滞状态，竞争对手因财务问题而分心，酷航一直在使用新加坡航空的部分现金来加强员工培训，并投资新软件，帮助其计算更有利可图的中转航班票价。</blockquote></p><p> “There has been a lot of investment, which is certainly geared toward a future recovery,” Scoot CEO Campbell Wilson said. “Those investments I hope will pay off as time passes.”</p><p><blockquote>酷航首席执行官坎贝尔·威尔逊(Campbell Wilson)表示：“已经进行了大量投资，这无疑是为了未来的复苏。”“我希望这些投资能够久而久之获得回报。”</blockquote></p><p> Thai Airways lost significant market share to budget rivals in the decade before the pandemic, contributing to years of losses, and has yet to formulate a fresh low-cost strategy as part of a restructuring involving US$12.9 billion of debt.</p><p><blockquote>在疫情爆发前的十年里，泰国航空将大量市场份额输给了廉价竞争对手，导致多年亏损，并且尚未制定新的低成本战略，作为涉及129亿美元债务重组的一部分。</blockquote></p><p> Garuda, Malaysia Airlines and Philippine Airlines are in similar positions, either having completed or about to launch major restructurings. They lost money for years before the pandemic.</p><p><blockquote>鹰航、马航和菲律宾航空的处境类似，要么已经完成，要么即将启动重大重组。在疫情之前，他们已经亏损多年了。</blockquote></p><p> “Presumably in shedding their liabilities they will create some unhappy people who were owed money that was never paid,” Mr Wilson said. “The extent to which that subsequently constrains them, time will tell.”</p><p><blockquote>威尔逊表示：“想必，在摆脱债务的过程中，他们会让一些不开心的人被欠了钱，但却从未偿还。”“这随后会在多大程度上限制他们，时间会证明一切。”</blockquote></p><p></p>","source":"lsy1626142367154","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines set for regional dominance as rivals pull back<blockquote>随着竞争对手的撤退，新加坡航空将占据地区主导地位</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Airlines set for regional dominance as rivals pull back<blockquote>随着竞争对手的撤退，新加坡航空将占据地区主导地位</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">traveldaily</strong><span class=\"h-time small\">2021-07-13 10:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Singapore Airlines has, with aid from the state investor, been in a position of dominance over its South-East Asian competitors as they decrease and restructure, with US$16 billion (S$ 21.6 billion) from the start of a Covid 19 pandemic.</b></p><p><blockquote><b>在国家投资者的帮助下，随着东南亚竞争对手的减少和重组，新加坡航空公司一直处于主导地位，自Covid 19疫情开始以来，新加坡航空公司已获得160亿美元（216亿新元）的收入。</b></blockquote></p><p> The crisis has threatened the survival of non-domestic carriers like SIA, Cathay Pacific Airways in Hong Kong, and Emirates in Dubai. Indeed, the government “would spare no effort” to ensure that the SIA copes through the pandemic, said Prime Minister Lee Hsien Loong last year.</p><p><blockquote>这场危机威胁到了新航、香港国泰航空和迪拜阿联酋航空等非国内航空公司的生存。事实上，总理李显龙去年表示，政府“将不遗余力”确保SIA应对疫情。</blockquote></p><p> Temasek Holdings has been one of the world’s leading airline rescue packages by its majority shareholder, government-owned investment force. Singapore Airlines, therefore, has sufficient funds to continue to operate without cuts for at least two more years, modernise its fleet to save energy, reduce maintenance costs and achieve environmental objectives while other airlines shut out aircraft.</p><p><blockquote>淡马锡控股一直是全球领先的航空公司救援计划之一，其大股东、政府所有的投资力量。因此，新加坡航空公司有足够的资金在不削减开支的情况下继续运营至少两年，对其机队进行现代化改造以节约能源，降低维护成本并实现环境目标，而其他航空公司则将飞机拒之门外。</blockquote></p><p> The cash pole of Singapore Airlines is the envy of competitors like Thai Airways and Garuda Indonesia, who received little support from the government. Many competitors of Singapore Airlines cut fleets to a level that could eventually weaken their hubs and send more traffic to Singapore.</p><p><blockquote>新加坡航空公司的现金储备令泰国航空公司和印度尼西亚鹰航空公司等竞争对手羡慕不已，这些公司几乎没有得到政府的支持。新加坡航空的许多竞争对手将机队削减到最终可能削弱其枢纽并向新加坡输送更多客流量的水平。</blockquote></p><p> “Basically, what these airlines are trying to do is they are trying to ward off their debtors,” said Subhas Menon, director-general of the Association of Asia Pacific Airlines.</p><p><blockquote>亚太航空公司协会总干事苏巴斯·梅农(Subhas Menon)表示：“基本上，这些航空公司试图做的是避开债务人。”</blockquote></p><p> In the meantime, Singapore Airlines is enhancing its fleet and strengthening the Scoot budget. Leisure travel has brought recovery in Europe and North America; budget carriers are crucial for airlines if they do so in Asia.</p><p><blockquote>与此同时，新加坡航空正在增强其机队并加强酷航预算。休闲旅游在欧洲和北美带来复苏；如果航空公司在亚洲这样做，廉价航空公司对他们来说至关重要。</blockquote></p><p> Singapore Airlines is less immediately under pressure for further downsizing after having abated old aircraft and cut 20% of its staff last year. In May, CEO Goh Choon Phong described the job cuts last year as a “very painful process” and said that there was no more intention.</p><p><blockquote>新加坡航空去年减少了旧飞机并裁员20%后，进一步裁员的压力较小。今年5月，首席执行官Goh Choon Phong将去年的裁员描述为“非常痛苦的过程”，并表示没有更多的意图。</blockquote></p><p> But analysts say 12-18 months could be needed in Asia to resume widespread travel.</p><p><blockquote>但分析师表示，亚洲可能需要12-18个月才能恢复广泛的旅行。</blockquote></p><p> “They can survive for two or three years without making any money,” CAPA Centre for Aviation chairman Emeritus Peter Harbison said. “But at a certain stage, you say, ‘is it worth it? Shouldn’t you take tough steps?'”</p><p><blockquote>CAPA航空中心名誉主席彼得·哈比森(Peter Harbison)表示：“他们可以在不赚钱的情况下生存两三年。”“但在某个阶段，你会说，‘值得吗？难道你不应该采取强硬措施吗？’”</blockquote></p><p> Less than 9 per 100 of the rights sold in the recent issue of SIA A$8.3 billion convertible bonds have been sold to shareholders other than Temasek.</p><p><blockquote>在新航最近发行的83亿澳元可转换债券中，出售给淡马锡以外的股东的权利中，只有不到百分之9。</blockquote></p><p> Over a period of three years after agreements with the manufacturers Airbus and Boeing, Singapore Airlines deferred A$5.4 billion for new aircraft.</p><p><blockquote>在与制造商空客和波音达成协议后的三年里，新加坡航空推迟了54亿澳元的新飞机采购。</blockquote></p><p> However, due to large pre-crisis orders, it still spends A$ 4.9 billion on new aircraft and this year, despite low demand, adds a minimum of 19 aircraft in its fleet, including 13 widebodies.</p><p><blockquote>然而，由于危机前的大量订单，该公司仍在新飞机上花费49亿澳元，今年尽管需求低迷，但其机队至少增加了19架飞机，其中包括13架宽体飞机。</blockquote></p><p> By contrast, Germany’s larger Lufthansa, which earned nearly four times as much revenue annually pre-Covid, has a capital spending budget of about 1.5 billion euros (A$2.37 billion) for 2021.</p><p><blockquote>相比之下，德国规模较大的汉莎航空公司的年收入几乎是新冠疫情爆发前的四倍，2021年的资本支出预算约为15亿欧元（23.7亿澳元）。</blockquote></p><p> Singapore Airlines financial cushioning makes it harder to push back on contracts with manufacturers and lessors. Temasek supports fleet modernisation.</p><p><blockquote>新加坡航空的财务缓冲使得它更难推迟与制造商和出租人的合同。淡马锡支持船队现代化。</blockquote></p><p> With travel in a holding pattern and rivals distracted by financial issues, Scoot has been using some of Singapore Airlines cash to boost staff training and invest in new software that helps it calculate more profitable fares for connecting flights.</p><p><blockquote>由于旅行处于停滞状态，竞争对手因财务问题而分心，酷航一直在使用新加坡航空的部分现金来加强员工培训，并投资新软件，帮助其计算更有利可图的中转航班票价。</blockquote></p><p> “There has been a lot of investment, which is certainly geared toward a future recovery,” Scoot CEO Campbell Wilson said. “Those investments I hope will pay off as time passes.”</p><p><blockquote>酷航首席执行官坎贝尔·威尔逊(Campbell Wilson)表示：“已经进行了大量投资，这无疑是为了未来的复苏。”“我希望这些投资能够久而久之获得回报。”</blockquote></p><p> Thai Airways lost significant market share to budget rivals in the decade before the pandemic, contributing to years of losses, and has yet to formulate a fresh low-cost strategy as part of a restructuring involving US$12.9 billion of debt.</p><p><blockquote>在疫情爆发前的十年里，泰国航空将大量市场份额输给了廉价竞争对手，导致多年亏损，并且尚未制定新的低成本战略，作为涉及129亿美元债务重组的一部分。</blockquote></p><p> Garuda, Malaysia Airlines and Philippine Airlines are in similar positions, either having completed or about to launch major restructurings. They lost money for years before the pandemic.</p><p><blockquote>鹰航、马航和菲律宾航空的处境类似，要么已经完成，要么即将启动重大重组。在疫情之前，他们已经亏损多年了。</blockquote></p><p> “Presumably in shedding their liabilities they will create some unhappy people who were owed money that was never paid,” Mr Wilson said. “The extent to which that subsequently constrains them, time will tell.”</p><p><blockquote>威尔逊表示：“想必，在摆脱债务的过程中，他们会让一些不开心的人被欠了钱，但却从未偿还。”“这随后会在多大程度上限制他们，时间会证明一切。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.traveldailymedia.com/singapore-airlines-set-for-regional-dominance-as-rivals-pull-back/\">traveldaily</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.traveldailymedia.com/singapore-airlines-set-for-regional-dominance-as-rivals-pull-back/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153964222","content_text":"Singapore Airlines has, with aid from the state investor, been in a position of dominance over its South-East Asian competitors as they decrease and restructure, with US$16 billion (S$ 21.6 billion) from the start of a Covid 19 pandemic.\nThe crisis has threatened the survival of non-domestic carriers like SIA, Cathay Pacific Airways in Hong Kong, and Emirates in Dubai. Indeed, the government “would spare no effort” to ensure that the SIA copes through the pandemic, said Prime Minister Lee Hsien Loong last year.\nTemasek Holdings has been one of the world’s leading airline rescue packages by its majority shareholder, government-owned investment force. Singapore Airlines, therefore, has sufficient funds to continue to operate without cuts for at least two more years, modernise its fleet to save energy, reduce maintenance costs and achieve environmental objectives while other airlines shut out aircraft.\nThe cash pole of Singapore Airlines is the envy of competitors like Thai Airways and Garuda Indonesia, who received little support from the government. Many competitors of Singapore Airlines cut fleets to a level that could eventually weaken their hubs and send more traffic to Singapore.\n“Basically, what these airlines are trying to do is they are trying to ward off their debtors,” said Subhas Menon, director-general of the Association of Asia Pacific Airlines.\nIn the meantime, Singapore Airlines is enhancing its fleet and strengthening the Scoot budget. Leisure travel has brought recovery in Europe and North America; budget carriers are crucial for airlines if they do so in Asia.\nSingapore Airlines is less immediately under pressure for further downsizing after having abated old aircraft and cut 20% of its staff last year. In May, CEO Goh Choon Phong described the job cuts last year as a “very painful process” and said that there was no more intention.\nBut analysts say 12-18 months could be needed in Asia to resume widespread travel.\n“They can survive for two or three years without making any money,” CAPA Centre for Aviation chairman Emeritus Peter Harbison said. “But at a certain stage, you say, ‘is it worth it? Shouldn’t you take tough steps?'”\nLess than 9 per 100 of the rights sold in the recent issue of SIA A$8.3 billion convertible bonds have been sold to shareholders other than Temasek.\nOver a period of three years after agreements with the manufacturers Airbus and Boeing, Singapore Airlines deferred A$5.4 billion for new aircraft.\nHowever, due to large pre-crisis orders, it still spends A$ 4.9 billion on new aircraft and this year, despite low demand, adds a minimum of 19 aircraft in its fleet, including 13 widebodies.\nBy contrast, Germany’s larger Lufthansa, which earned nearly four times as much revenue annually pre-Covid, has a capital spending budget of about 1.5 billion euros (A$2.37 billion) for 2021.\nSingapore Airlines financial cushioning makes it harder to push back on contracts with manufacturers and lessors. Temasek supports fleet modernisation.\nWith travel in a holding pattern and rivals distracted by financial issues, Scoot has been using some of Singapore Airlines cash to boost staff training and invest in new software that helps it calculate more profitable fares for connecting flights.\n“There has been a lot of investment, which is certainly geared toward a future recovery,” Scoot CEO Campbell Wilson said. “Those investments I hope will pay off as time passes.”\nThai Airways lost significant market share to budget rivals in the decade before the pandemic, contributing to years of losses, and has yet to formulate a fresh low-cost strategy as part of a restructuring involving US$12.9 billion of debt.\nGaruda, Malaysia Airlines and Philippine Airlines are in similar positions, either having completed or about to launch major restructurings. They lost money for years before the pandemic.\n“Presumably in shedding their liabilities they will create some unhappy people who were owed money that was never paid,” Mr Wilson said. “The extent to which that subsequently constrains them, time will tell.”","news_type":1,"symbols_score_info":{"C6L.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146176820,"gmtCreate":1626062738760,"gmtModify":1633930499608,"author":{"id":"3587015129995019","authorId":"3587015129995019","name":"Arivu","avatar":"https://static.tigerbbs.com/b4f95b9d963f53618dbf3723720eb3ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3587015129995019","idStr":"3587015129995019"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146176820","repostId":"1154588051","repostType":4,"isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148734733,"gmtCreate":1626015705022,"gmtModify":1633930903275,"author":{"id":"3587015129995019","authorId":"3587015129995019","name":"Arivu","avatar":"https://static.tigerbbs.com/b4f95b9d963f53618dbf3723720eb3ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3587015129995019","idStr":"3587015129995019"},"themes":[],"htmlText":"Yes must’ve&nbsp;","listText":"Yes must’ve&nbsp;","text":"Yes must’ve","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148734733","repostId":"1166379040","repostType":4,"isVote":1,"tweetType":1,"viewCount":1231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153497397,"gmtCreate":1625041068419,"gmtModify":1633945541259,"author":{"id":"3587015129995019","authorId":"3587015129995019","name":"Arivu","avatar":"https://static.tigerbbs.com/b4f95b9d963f53618dbf3723720eb3ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3587015129995019","idStr":"3587015129995019"},"themes":[],"htmlText":"Next target&nbsp;","listText":"Next target&nbsp;","text":"Next target","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153497397","repostId":"1151948691","repostType":4,"isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159338897,"gmtCreate":1624940463519,"gmtModify":1633946706449,"author":{"id":"3587015129995019","authorId":"3587015129995019","name":"Arivu","avatar":"https://static.tigerbbs.com/b4f95b9d963f53618dbf3723720eb3ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3587015129995019","idStr":"3587015129995019"},"themes":[],"htmlText":"Gonna be huge","listText":"Gonna be huge","text":"Gonna be huge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159338897","repostId":"1113711731","repostType":4,"isVote":1,"tweetType":1,"viewCount":2089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150097755,"gmtCreate":1624873735677,"gmtModify":1633947672330,"author":{"id":"3587015129995019","authorId":"3587015129995019","name":"Arivu","avatar":"https://static.tigerbbs.com/b4f95b9d963f53618dbf3723720eb3ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3587015129995019","idStr":"3587015129995019"},"themes":[],"htmlText":"Apple going stronger","listText":"Apple going stronger","text":"Apple going stronger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150097755","repostId":"1126982912","repostType":4,"isVote":1,"tweetType":1,"viewCount":2713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}