តើភាគហ៊ុនរបស់ Disney ជា 'ទិញ' បន្ទាប់ពី Nelson Peltz បោះបង់ការប្រយុទ្ធប្រូកស៊ីមែនទេ?

ក្រុមហ៊ុន Walt Disney Co (NYSE: DIS) is in the green today after reporting a market-beating quarter and making a series of announcements that cheered shareholders.

Nelson Peltz says the proxy fight is over

Last night, the entertainment conglomerate revealed plans of cutting 7,000 jobs worldwide. According to Disney, it’s committed to trimming costs by a whopping $5.50 billion as Invezz reported ទីនេះ.

តើអ្នកកំពុងស្វែងរកព័ត៌មានរហ័សព័ត៌មានជំនួយក្តៅនិងការវិភាគទីផ្សារមែនទេ?

ចុះឈ្មោះសម្រាប់ព្រឹត្តិប័ត្រ Invezz ថ្ងៃនេះ។

Interestingly, the update ended up being sufficient for the billionaire activist investor Nelson Peltz to call it quits on his proxy fight with the media company. On CNBC’s “Squawk នៅលើផ្លូវ", គាត់​បាន​និយាយ​ថា:

This was a great win for all shareholders. Management at Disney now plans to do everything that we wanted them to do. We wish the very best to Bob, we’ll be watching, we’ll be rooting, and the proxy fight is over.

For the year, Disney stock is now up roughly 25%.

Is Disney stock worth investing now?

Also on Thursday, Wells Fargo analyst Steven Cahall raised his price objective on ស្តុក Disney to $141. That represents another 25% upside from here. His research note reads:

Bob Iger laid out a plan for cost cuts, content and streaming rationalisation and ultimately improved profitability. An execution story is a cleaner catalyst path, and the shares should track higher on confidence + estimates.

On the downside, Disney+ lost 2.4 million subscribers in Q1. Speaking this morning with ស្ថានីយទូរទស្សន៍ CNBC, though, CEO Iger dubbed streaming “the future” and said making it profitable was right at the top of the list for him.

He’s also reorganising the company into three core businesses: Disney Entertainment, ESPN, and Parks, Experiences and Products.