You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
進場抄底
uSMART盈立智投 01-27 21:56

對衝基金管理機構Pershing Square發佈了一封投資者信,稱自上週五以來,該公司一直在購買奈飛(NFLX.US)的股票,這是該機構首次持有奈飛股票,並已躋身該公司前20大股東之列。

Pershing Square的Bill Ackman在寫給投資者的信中寫道:“從上週五開始,在過去幾天裏,我們收購了超過310萬股奈飛股票,使我們成爲該公司第20大股東。當投資者對最近一個季度的訂戶增長和管理層的短期指導做出負面反應時,就出現了以有吸引力的估值來收購奈飛的機會。”他補充稱,近期的市場波動加劇了這種下跌。

但奈飛的業務具有“非常有利”的特點,包括基於訂閱、經常性收入、一流的管理和高效的文化、規模經濟和高質量經濟、強大的競爭護城河、定價權、“實質性”邊緣擴張以及不斷改善的自由現金流狀況,允許在給予股東回報的同時持續增加投資。

上週五,奈飛的季度報告顯示,其訂戶增長令投資者失望,隨後該公司股價暴跌近22%,自上週四以來奈飛已經跌近40%。Ackman指出,該公司對上週五的價格下跌做好了準備,因爲它分析了奈飛對環球音樂集團(Universal Music Group)投資的關聯。

爲了籌集資金,該公司一直在解除其“絕大部分”的利率對衝,帶來了12.5億美元的收益。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account