【畢德歐夫】道瓊目前下跌333點,正在年線上下震盪,
剛剛一度有跌快600點之多。
今天的跌勢不是科技股帶動的,
而是迪士尼(股票代號:DIS)公布了不理想的財報,
串流媒體服務迪士尼+將於11/12在兩個國際市場推出,
每月6.99美元的價格搶食市場。
公司計劃在未來兩到三年內將服務擴展到其他市場。
打擊的當然是目前最大的競爭對手Netflix(股票代號:NFLX)。
今天的迪士尼(股票代號:DIS)跌了5.5%,
而Netflix(股票代號:NFLX)也跌了3.5%。
簡單來說:迪士尼未來會「燒錢」,贏家是消費者。
不過長期來看,拉回應該還是找買點,
對於迪士尼(股票代號:DIS)的競爭優勢,
過去專欄文章有寫過。
這波的下跌,還不至於讓人害怕,
只是很多人興高采烈的要進場買股票了,
新興市場的台股投資人,也要謹慎些才是。
原油也是繼續大跌,之前提醒大家,
這個盤之前的上漲已經不是基本面的推動,
而是對於「降息預期」的資金買盤去買上去的,
所以指數要回到相對一些的位置,
才能重新吸引長期投資的「堅實買盤進去」。
就像某資深股票老前輩說的,
股票就看籌碼有沒有流到更具信心的人手上,
如果有,那就是穩了,未來上漲機會大。
如果籌碼都流到一群沒什麼信心的人手上,
那自然很容易就繼續下跌。
美股最前線,提供資訊給大家,
祝大家都好夢,節日愉快!
https://marketrealist.com/2019/08/disney-stock-falls-streaming-costs/?utm_source=yahoo&utm_medium=feed&yptr=yahoo
同時也有3部Youtube影片,追蹤數超過16萬的網紅小楠 Curtis 的投資成長空間,也在其Youtube影片中提到,券商: Webull 微牛📈 (免費1支股票 可高達$1600 只限美國用戶) https://act.webull.com/kol-us/share.html?inviteCode=59FZmmdIWDPo&source=main 微牛免費平台下載: https://www.webull.co...
stock dis 在 Mohd Asri Facebook 八卦
Pelaburan saham adalah perniagaan. Pemilihan syarikat yg betul adalah faktor penting sebelum pelaburan dilakukan. Salah membuat pilihan maka ianya menjadi 'peleburan'. Selamat Melabur!!
[TOP WARNING SIGNALS THIS COMPANY WILL SURELY GO BANKRUPT BY DR. NAZRI KHAN]
Will MAS go into bankruptcy?
Transmile, Kenmark, Megan Media, Ekran, Linear Corp, Scan Associates, Golden Plus, Dis Technology, Welli Multi and of course Renong Berhad. All are distressed public listed companies which have disappeared.
Will Malaysia Airlines join them ? Good question. Maybe and maybe not.
My sixteen years experience shows that companies rarely go into bankruptcy without some warning. The following are the BEST TOP WARNING SIGNALS which will tell us 99% they are going under. Beware & Stay Away.
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Danger Sign No. 1 : Management Scandal. Leaders keep changing.
A serious warning if top guys CEO or CFO take flight suddenly without explanation or give stupid reason such as personal commitement or personal health reason.
Danger Sign No. 2 : A History of Financial Restatements or Late Filings.
Late financial reporting and accounting restatements normally are associated with bad management integity. This was especially characteristic of companies engaging in complex accounting to sweep losses under the rugs and hide liabilities just to drive stock prices higher.
Danger Sign No. 3 : Faster Growth in Accounts Receivable With Flat Growth of Sales.
Faster growth of receivables than growth of sales. The balance sheet is full of rubbish sales with no cash to accrue. Bad companies have serious bad debts, rising receivables and credit downgrade.
Danger Sign No. 4 : Mysterious Growth In Inventories.
Unexpected bumps in inventories relative to sales. Growing inventories could signal a weak customer base, or worse, that the company use suspicious creative accounting to boost value of inventories to offset declining sales.
Danger Sign No. 5 : Mysteriously Bad Cash Flow With Strong Profits And Sales.
Cash flows is the most transparent and is extremely difficult for management to abuse. Bad cash flow normally suggest complex liquidity and smells trouble for the company. If net income is increasing at a faster clip than cash flow, beware. If earnings are rising year to year and cash flow is not, danger! Either way, something’s not right.
Danger Sign No. 6 : Frequent Change Bank Lender And Swim With Loan Sharks.
A company's relationship with its bank and any changes therein is also a useful financial signal. Reduced availability on a company credit line or a frequent change in borrowing patterns may be indicative of financial problems. Increase in loan security and unsecured loan from no-brand-lender are clear evidence of deterioration in the financial health of a business. Finally, the breaching of loan covenants or missed loan payments are clear warning signs that the company requires help.
Danger Sign No. 7 : Three Years Combo Of Sustain Operational Losses And Decline In Sales.
A sustained decline in sales, poor profit margins, losses, increased debt, a highly leveraged balance sheet and negative working capital over twelve straight quarters may be the best cancer signals of a serious financial distress.
Danger Sign No 8 : A Series Of Bad Lucks In A Row
Companies face so many highly improbabale one-time events back-to-back such as a warranty claim, the cancellation of a large order, a huge union strike, an adhoc special operational audit, a sudden uninsured fire or theft, a sudden departure of supplier or a serious change in supplier payments. A failure to explain this event may be some creative accounting management is using to cover operational losses.
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Hall Of Fame :
1. Transmile Group Berhad
Recorded a net loss of RM369.56 million and overstated its consolidated revenues by RM 530 million in 2005 after a special audit was conducted.
2. Kenmark Industrial Berhad
Fail to issue the fourth-quarter results 2010 for three months. Operations stopped while two banks demanded RM73 million. Became a PN17 company and shares tumbled 80 per cent.
3. Megan Media Holdings Berhad
Posted a mind-boggling net loss of RM1.14 billion for the fourth quarter ended April 30, 2007. Investigated by the Securities Commission, and found to have defaulted RM893.97mil in maturing banking facilities.
4. Ekran Berhad
Magnificent rise in 1990s corporate Malaysia but only to hit a peak months after it had been awarded the contract for the multi-billion ringgit Bakun hydroelectric dam project. Defaulted loan payments and was categorised as a PN1 and PN17 company for at least four years before delisted from Bursa Malaysia.
5. Linear Corp Berhad
A cooling systems company that has landed itself into a PN17 company after being investigated by Bursa Malaysia and the Securities Commission over its troubled RM1.6bil King Dome project in Manjung, Perak.
6. SCAN Associates Berhad
The board of directors lodged a police report and then dismissed CEO following an alleged misappropriation of near RM2 million funds.
7. Golden Plus Holdings Berhad
Failed to submit its audited accounts and annual report for 2007 and its quarterly report for the period ended March 2008 before being reprimanded by SC.
8. DIS Technology Holdings Berhad
Found to misstate several quarterly reports due to an alleged employee fraud worth RM80 mil reported by a major customer based in Hong Kong.
9. WELLI Multi Corp Berhad
Managing director were convicted for furnishing the Securities Commission with misleading fictitious sales information of RM141 million in its audited 2005 financial statement.
10. Renong Berhad
The deal involving United Engineers (M) Bhd’s (UEM) mysterious put option with a total cost of RM2.34bil from an unknown sellers which later expired with no settlement. The CEO later resigned from the group in October 2001 and later sues government for a sour business deal.
My dedication to all investors of these companies. Hope we learn something.
- DR. MOHD NAZRI KHAN
stock dis 在 M i n 理財生活札記 Facebook 八卦
除了台股投資外,Min對於美股投資也相當感興趣,但我目前美股投資,只有在去年3月、11月分別買了RDS.B、O.US這二檔,投資總金額很少不到4600美元,目前配息加上價差是有小賺一咪咪,近期也花很多時間在研究美股市場,也買了一些關於全球投資的書籍,目前正在看的就是「買下全世界」這本書📓
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買下全世界:獲利提升、風險驟降的聰明投資法,讓全球最頂尖的企業為你賺錢
✅博客來可選購:https://bit.ly/33AwzNa
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在美股中跟買下全世界這本書名相互呼應的ETF,就屬Vanguard全世界股票ETF (VT),這檔ETF最多投資人喜愛了,可以說買了VT就等於買下全世界❤
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Vanguard Total World Stock ETF 小小介紹
(資料來源:moneydj.com)
✅VT基本資料:https://bit.ly/3tP4VGR
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⭕英文代號:VT
⭕ETF名稱:Vanguard全世界股票ETF
⭕發行公司 Vanguard
⭕成立日期:2008/06/24(已成立13年)
⭕ETF規模:27,400.00(百萬美元)(2021/03/31)
⭕追蹤指數:FTSE Global All Cap Index
基金採被動式(或稱指數型)的管理方式,以追求FTSE Global All Cap Index表現為投資目標,該指數包含成分股為約2900檔分散於47個國家的股票,這些國家包含已開發國家與新興市場國家
⭕總管理費用(%):0.08% (含 0.01非管理費用)
.
除了VT這檔ETF外,還有像是AOA、BND、QQQ、SPY、VB、VOO、VTI這幾檔ETF,也受到蠻多投資人的喜愛👍
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另外美國是全球最大經濟體,能在美國掛牌上市的企業,都是世界一流的企業,美股個股幾乎為所屬產業全球龍頭,企業護城河高,所以投資美股會相對讓人安心許多,也是另一個不錯的投資選擇💯
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例如許多人愛用的蘋果手機(AAPL 蘋果公司)、運動慢跑穿在腳上的NIKE球鞋(NKE 耐吉)、小朋友最愛看的迪士尼卡通 (DIS 華德迪士尼)、愛喝咖啡一定都知道的星巴克(SBUX 星巴克)、上網常使用FB臉書(FB 臉書)、全球最大搜尋引擎Google (GOOGL Alphabet公司),在我們食衣住行生活周遭,無時無刻都可以看到「美股」企業的蹤影🉑
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後續若幸運台股股利能存到一定金額後,想善加利用美股海外所得有「100萬內」無需申報稅額及「670萬」個人基本所得額,目前是想朝著領美股股息方向為主,ETF也是後續投資重點,把美股投資領域慢慢加大加深😀
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投資美股、ETF,什麼是複委託,手續費如何計算?(含國內券商複委託手續費一覽表)
✅文章介紹:https://bit.ly/32LaMkE
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#歡迎按讚及分享 #美股投資ETF買下全世界
stock dis 在 小楠 Curtis 的投資成長空間 Youtube 的評價
券商: Webull 微牛📈 (免費1支股票 可高達$1600 只限美國用戶)
https://act.webull.com/kol-us/share.html?inviteCode=59FZmmdIWDPo&source=main
微牛免費平台下載:
https://www.webull.com/zh/introduce
【深入分析系列】
1. AYX https://youtu.be/wZZABT-XWz4
2. NIO https://youtu.be/m89cKIEubk4
3. AT&T https://youtu.be/cZvAVLUQ1uc
4. RVLV https://youtu.be/Hl_CbtRW9dQ
5. DIS https://youtu.be/NKvZfnVRgVs
6. BRK https://youtu.be/dEfVnf69I1c
7. AIRBUS https://youtu.be/hkQjeO-Cmy0
8. GOOGLE https://youtu.be/_KhVIrbo1bI
9. FB https://youtu.be/bNlxwjmzqH4
【教學系列】
實用止損教學:
https://youtu.be/-gVvhRXUl8I
PS市銷率教學:
https://youtu.be/o4zADU-3wv0
PE市盈率教學:
https://youtu.be/kEDG9pwtSp8
*本文所提供的信息僅供一般參考之用,並不構成任何個人化的投資勸誘或建議
成為這個頻道的會員並獲得獎勵:
https://www.youtube.com/channel/UC8AA0Ao2ZHxNWZu0ZFdRZxw/join
*Some of the links and other products that appear on this video are from companies which Curtis will earn an affiliate commission or referral bonus. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available.
*此視頻中出現的某些鏈接和其他產品來自小楠/Curtis將獲得會員佣金或推薦獎金的公司。 該視頻中的內容截至發布日期為止是準確的。 提到的某些優惠可能不再可用。
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stock dis 在 威宇 & 阿堯 Youtube 的評價
迪士尼今年第三季營收受到疫情影響,年增率衰退了 40%。EPS 近十年第一次是負值。有一位迪士尼投資人公開對迪士尼提出建議,停止發放迪士尼股利,將這些錢全部投入在 Disney+ 裡。他認為這個建議可以帶動迪士尼下一波的成長,給股東很高的回報。
Dan Loeb 是 Third Point 創辦人,管理上百億美金。2020 Q1 買進迪士尼,持有 550 萬股迪士尼股票,總價值大概 7 億左右。今天我們就來討論他給迪士尼的這份建議。
影片重點:
0:00 開場
00:35 迪士尼四大業務營收占比
01:21 串流服務平台 Disney+ 介紹
01:54 Dan Loeb 建議把股利投入到原創內容
02:44 投資原創內容可以得到的四個好處
06:23 我們的補充
📺 訂閱頻道看更多投資影片:https://www.youtube.com/channel/UCIBeH-s9UqWnWMUyqBGNqdA?sub_confirmation=1
Third Point Letter to Disney October 2020
https://www.scribd.com/document/479149667/Third-Point-Letter-to-Disney-October-2020
迪士尼財報趨勢
https://statementdog.com/analysis/DIS
財報狗美股
https://statementdog.com/us-stock
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關於威宇:
Facebook:http://bit.ly/fb_wylin
Instagram:https://www.instagram.com/wylin.tw/
網誌:https://wylin.tw/
財報狗:http://bit.ly/yt_statementdog
關於阿堯:
Facebook:http://bit.ly/fb_yao
網誌:http://bit.ly/blogs_yao
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stock dis 在 威宇 & 阿堯 Youtube 的評價
上一支影片講了 Third Point 的 Dan Loeb 給了迪士尼一個建議,要他們不再發放股利,將那筆錢投資在 Disney+ 串流服務上。對於 Dan Loeb 的行為,迪士尼很快做出了回應。而且不是嘴巴上說說,是實際以行動回應,這讓我蠻訝異的。這是巧合,還是他們真的是因為 Dan Loeb 的行為做出反應?
今天們來討論迪士尼組織改造,以及市場其他投資人的看法。
影片重點:
00:00 開場
00:34 迪士尼組織改造的可能原因
01:56 Chris Bloomstran 反對 Dan Loeb 的提議
04:00 迪士尼和其他電影公司或影音供應商的不同
07:08 宣布新 IP 獨家上映
08:04 迪士尼獨特的商業模式
09:46 Chris 給 CEO 的最後一段話
📺 訂閱頻道看更多投資影片:https://www.youtube.com/channel/UCIBeH-s9UqWnWMUyqBGNqdA?sub_confirmation=1
相關連結:
串流服務 Disney+ 會是迪士尼 #DIS 的最終出路嗎?
https://youtu.be/58MicY5v1Mc
Third Point Letter to Disney October 2020
https://www.scribd.com/document/479149667/Third-Point-Letter-to-Disney-October-2020
迪士尼財報趨勢
https://statementdog.com/analysis/DIS
財報狗美股
https://statementdog.com/us-stock
---
關於威宇:
Facebook:http://bit.ly/fb_wylin
Instagram:https://www.instagram.com/wylin.tw/
網誌:https://wylin.tw/
財報狗:http://bit.ly/yt_statementdog
關於阿堯:
Facebook:http://bit.ly/fb_yao
網誌:http://bit.ly/blogs_yao
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stock dis 在 Why Jim Cramer thinks the world of Disney's stock right now 的八卦
CNBC's Jim Cramer explains why he likes shares of Disney as a post-Covid play. For access to live and ... ... <看更多>