標題: Viacom (VIA, VIAB)
wale0823
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114.34.245.233
發表於 2016-2-11 11:02  資料 私人訊息 
許多傳統老媒體都受到「網路」的影響,市場紛紛都看壞他們。
甚至有人說「有線電視」有一天會消失。
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mikeon88
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發表於 2016-2-24 20:44  資料 主頁 文集 私人訊息 
萬達王健林:本周將宣布重大交易2016-02-24 20:34:43 經濟日報 記者林宸誼╱即時報導
中國證券報報導,大陸萬達董事長王健林24日在英國牛津大學演講時表示,萬達本周將宣布重大交易事項,不過這項交易並不在英國。
萬達院線24日中午在深圳交易所公告,因籌畫收購事項,公司股票自2月24日開市起停牌。
不過美國雜誌網站Hollywood Reporter卻指出,萬達的投資物件可能是維亞康姆公司(Viacom)旗下的派拉蒙影業。
華爾街見聞報報導,派拉蒙影業的母公司維亞康姆(Viacom)首席執行官Philippe Dauman 23日表示,正在考慮出售派拉蒙部分股權。
(網路照片)分享
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jay
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59.127.247.235
發表於 2016-11-30 00:16  資料 私人訊息 
VIAB的RoE似乎是逐季下降耶不知道美國的網路電視目前發展情況
但看起來有線電視經營有點吃力
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Raimu
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發表於 2016-11-30 09:26  資料 私人訊息 
(修正一下)viab要買tef 的電視業務
Viacom has $345M deal for Argentina's Telefe
週二, 11月 15, 2016 • VIA • Jason Aycock
  • Viacom (VIA -0.9%, VIAB -0.9%) has a deal to acquire Argentina's Television Federal from Telefonica (TEF-3.7%), for $345M.
  • The deal's all cash. Reports from two weeks ago had the two talking about a deal in the range of $385M.
  • Viacom gets an "outstanding broadcast and production business" in the deal, says acting CEO Bob Bakish, who came up through the company's international ranks.
  • Telefe hits 95% of households in Argentina, which has a population of 43M, and has a 33% viewership share. It also makes more than 3,000 hours of Spanish-language content each year.


[ 本帖最後由 Raimu 於 2016-11-30 09:31 編輯 ]
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sun
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218.161.53.83
發表於 2016-12-12 23:54  資料 私人訊息 
這隻今天又大跌,單日快-9%呼

35.38-3.24 (-8.39%)
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simosimon (simon)
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發表於 2016-12-13 00:00  資料 私人訊息 


QUOTE:
原帖由 sun 於 2016-12-12 23:54 發表
這隻今天又大跌,單日快-9%呼

35.38-3.24 (-8.39%)

這支我去年買就開始跌
已跌50%
不過分散風險
整體還是有小賺~
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mikeon88
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223.138.25.188
發表於 2016-12-13 10:43  資料 主頁 文集 私人訊息 
因redstone 大股東不願賤價被CBS合併,股價大跌10%,
真是!:;hjffhj468;!&?@
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mikeon88
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發表於 2016-12-13 11:07  資料 主頁 文集 私人訊息 
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jay
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發表於 2016-12-13 14:35  資料 私人訊息 
Sumner Murray Redstone (born Sumner Murray Rothstein; May 27, 1923) is an American businessman and media magnate.Redstone and his family are majority owners of CBS Corporation and Viacom (itself the parent company of Viacom Media Networks
桃色糾紛算經營者特質不佳嗎?.......顯然他花錢很闊綽,當他股東不太妙


QUOTE:
原帖由 mikeon88 於 2016-12-13 11:07 發表
Sumner Redstone paid millions to mistresses and others who gave him 'sexual favors,' legal filing saysDan Mangan        | @_DanMangan
6 Hours AgoCNBC.com

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mikeon88
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發表於 2016-12-13 15:47  資料 主頁 文集 私人訊息 
TECH VIACOM
Here's Why Viacom Has Lost Almost $1 Billion in Market Value Today
DECEMBER 12, 2016, 2:03 PM EST
Sumner Redstone and Leslie Moonves in 2012.Photograph by Matt Sayles — Invision/APViacom investors were really hoping that a merger with CBS would help save the company.
As it struggles to reinvent some of its aging entertainment assets under a new CEO, about the only thing that has been keeping Viacom’s share price afloat is the prospect of an imminent merger with its more successful sister company, CBS. That support was removed on Monday, however.
Shari Redstone, who controls the voting shares of both Viacom and CBS along with her father, billionaire Sumner Redstone, said that the family is no longer pushing for a merger of the two companies. Viacom’s stock VIAB -9.40%  dropped more than 7% on the news, taking it close to its 52-week low.
Shares of CBS initially also fell CBS -0.61% , but later rebounded, suggesting some investors are relieved there will be no merger.
The Redstones said in September that they were very much in favor of a combination of the two companies, which used to be part of a single company but were split up in 2006. The thinking at the time was that CBS, which has been performing strongly under CEO Les Moonves, may be able to help pull its sister company out of the doldrums.
So what changed? Shari Redstone said in the letter that she and her father have become more confident in Viacom’s prospects under new CEO Bob Bakish. But there’s probably a bit more to it than that.
The most likely explanation for the on-again, off-again merger is that Les Moonves wouldn’t agree to the deal. The CBS chief executive was less than enthusiastic about the proposal from the beginning, partly because Viacom reportedly wanted CBS to pay a premium for its shares. And he was said to be uninterested in taking on the challenge of fixing his sister company.

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pouiiu
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發表於 2016-12-13 22:18  資料 私人訊息 
請問 via的盈再表 到現在還是表現很亮眼 為何股價從80元掉到40元
查過盈再表 獲利一年比一年降低 但淨值也降低 roe還是維持高水準 為什麼會股價會腰斬


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sheeplvl2
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71.93.110.59
發表於 2017-1-31 03:02  資料 私人訊息 
他會跌我覺得應為他不是Mike講產業怪獸而是產業ㄙㄨㄟ蟲-市場不看好這個產業認為會消失.

我比較擔心他配息率再回購計畫之後低於我們要求的標準.

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mikeon88
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發表於 2017-2-9 21:17  資料 主頁 文集 私人訊息 
Viacom (NASDAQ: VIAB) reported Q1 EPS of $1.04, $0.20 better than the analyst estimate of $0.84. Revenue for the quarter came in at $3.32 billion versus the consensus estimate of $3.18 billion.

Bob Bakish, President and Chief Executive Officer, said, "Today we share a strategy that will enable Viacom to realize the full potential of its premier global portfolio of entertainment brands. Building on our leading domestic and growing international footprint, this strategy will expand the depth and reach of our flagship brands across multiple platforms and around the world, while also providing for more competitive differentiation and increased adaptability for our business overall. There is much work to be done, but we are confident we have the plan and people to take our brands to greater heights and build a bright future for our company.”

“Viacom’s first quarter results reflect improvement in our core businesses, with increases in revenues and operating cash flow, continued strong international performance, including initial contributions from the acquisition of Telefe, and a return to positive growth in affiliate revenues. We are already benefiting from changes made early in the second quarter and seeing green shoots in our strongest businesses, as well as those that are poised for a turnaround. As we implement our strategy across the company, we believe we can drive significant value for shareholders.”

Viacom(納斯達克股票代碼:VIAB)公佈的第一季度每股收益為1.04美元,比分析師估計的0.84美元高出0.20美元。本季度的收入為33.2億美元,而共識預計為31.8億美元。總裁兼首席執行官Bob Bakish說:“今天,我們分享一個戰略,使Viacom能夠實現其全球頂級娛樂品牌的全部潛力。基於我們領先的國內和不斷增長的國際市場,這一戰略將擴大我們的旗艦品牌在多個平台和世界各地的深度和覆蓋範圍,同時也為我們的業務提供更具競爭力的差異化和更大的適應性,有很多工作要做,但我們有信心我們有計劃和人我們的品牌邁向更高的高度,為我們公司打造光明的未來。“Viacom的第一季度業績反映了我們核心業務的改善,收入和經營現金流增加,國際業績持續強勁,其中包括收購Telefe的初期貢獻以及聯盟收入的正增長。我們已經從第二季早期的變化中受益,在我們最強大的企業以及那些準備好轉機的企業中看到了綠色的拍攝。隨著我們在整個公司實施我們的戰略,我們相信我們可以為股東帶來巨大的價值。

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美國公司的新聞稿跟台灣公司的官樣文章一樣,都在歌功頌德。
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mikeon88
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發表於 2017-5-4 23:34  資料 主頁 文集 私人訊息 
Viab 財報優於預期,股價卻大跌

Viacom Inc (VIAB.O), the owner of MTV, Comedy Central and Nickelodeon, reported second-quarter profits that beat Wall Street's estimates on Thursday, but advertising and distribution headwinds weighed on its stock in early trading.

News that Charter Communications (CHTR.O) had re-tiered five of Viacom's flagship networks to its most expensive programming tier, which will likely result in lower affiliate revenue for Viacom.

That news, which was detailed in a Deutsche Bank analyst note published Thursday, along with the softening ad market, resulted in Viacom's stock dropping as much as 10 percent Thursday morning.

In mid-morning trading, Viacom's shares were down 3.3 percent at $37.97.

Deutsche Bank estimated the re-tiering will reduce affiliate and advertising revenue by about 5 percent, mostly over a 3-year period.

The New York-based media company reported a 4-percent drop in domestic ad sales, in line with analysts' expectations, according to FactSet.

Affiliate revenue — the fees that Viacom collects from cable TV operators as well as Internet distributors — rose 2 percent to $1.16 billion in the quarter, reflecting higher rates.

Revenue from Viacom's filmed entertainment business, which houses the Paramount film studio, jumped 37 percent to $895 million in the company's second quarter ended March 31, breezing past analysts' average estimate of $676.5 million, according to financial data and analytics firm FactSet.

Viacom's revenue from Comedy Central, MTV and other media networks, climbed 1 percent to $2.39 billion, helped by growth in overseas markets.

The company in February said it would focus on six of its brands as part of a turnaround plan orchestrated by Chief Executive Bob Bakish, who took the helm in December. The brands are: Paramount, BET, Comedy Central, MTV, Nickelodeon and Nick Jr.

Bakish has also said he is focused on improving relations with Viacom's affiliates, and licensing less content to video streaming companies like Netflix and Hulu.

Another key focus for Viacom is to turn around the business at Paramount, following years of underperformance.
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bkuo
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來自 somewhere

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發表於 2017-8-4 23:37  資料 私人訊息 
VIAB今天跌了11%.....
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