去年秋天做过一波迪士_老虎社区_美港股上老虎 - 老虎社区

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杰森Lu
2024-07-19

去年秋天做过一波迪士尼，股价从80-85一路涨到了我的第二目标价120，现在回调到96.8(50周均线)，没有仓位的朋友可以考虑建小仓观察，或者卖一卖Cash-Secured Put(现在9月20号90P每张$1.7, 如果愿意以88.3的价格建仓的话，差不多年化11.3%的收益)。估值上看17.5倍市盈率, 21倍自由现金流，12倍不到的EBITDA, 分析师一年后平均目标价$125, 9月份开始Disney Plus要像NFLX一样开始禁止用户分享密码了，最近上映的Inside Out 2打破票房纪录，仅仅3周就达到13.6亿美金的票房，这种合家欢乐的卡通电影应该在夏天还有不少潜力。迪士尼关于Hulu的谈判，以及长期NBA转播权都有可能成为下半年利好的因素。夏天是旅游旺季，Q3和Q4的财报会反应迪士尼乐园今年有多少游客，上半年几个旅游公司ABNB, TCOM, EXPE都受到消费者弱势的影响下跌，随着通胀开始好转和9月降息预期，未来几个月消费者信心应该会逐渐回暖。从资金流向上看，9月20号105C和10/18的110C都有不少大单未平仓，总计价值$5M $迪士尼(DIS)$

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北美牧马财经
·2024-07-20
个人感觉迪士尼已经不行了，尤其是在政治立场上的取向直接反映到了股价。短期内可能跌破90。不会有什么涨幅了，买了也涨的很慢，浪费持仓成本。
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守的云开见日月
·2024-07-20
我要多仓观察[安慰] [胜利]
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乘风破浪的小姐姐
·2024-07-23
小老鼠怎么了[无语]
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年年有于姨
·2024-07-20
已阅
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plaispool
·2024-07-20
已阅
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超越666888
·2024-07-20
阅
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