標題: Viacom (VIA, VIAB)
mikeon88
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223.136.13.82
發表於 2017-8-18 18:23  資料 主頁 文集 私人訊息 
VIAB跟VIA股價差距越來越大,29元vs42元,
兩者權利差很大嗎?
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mikeon88
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118.160.17.207
發表於 2017-10-9 22:16  資料 主頁 文集 私人訊息 
VIAB、BBBY、GNC股價跌不完?
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mikeon88
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223.140.39.78
發表於 2017-10-10 07:26  資料 主頁 文集 私人訊息 
Viacom shares (VIA -3.5%, VIAB -5.7%) have slid after a cut to Sell at Citigroup, which points to channel carriage issues as the key headwind.
• The company faces "acute" risk that Charter (NASDAQ:CHTR) is going to drop or at least "significantly curtail" its distribution of Viacom content, analyst Jason Bazinet says.
• Viacom's salad days are over, Bazinet says, noting that it can no longer count on auto-renewals of fat content bundles with affiliate fee step-ups.
• Viacom's faced years of ratings challenges at its key networks: MTV/VH1, Comedy Central, Nickelodeon and BET.
• Looking at renewal scenarios, Bazinet trims Citi's price target on VIAB to $24 from $33; that implies 6.3% downside from today's sharply lower price.
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mikeon88
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223.137.43.222
發表於 2017-10-13 10:55  資料 主頁 文集 私人訊息 
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mikeon88
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223.140.104.156
發表於 2018-1-13 09:36  資料 主頁 文集 私人訊息 
Via傳聞與CBS重談合併案

• Viacom shares are spiking (VIA +6.6%, VIAB +8.6%) along with CBS (CBS +1.7%) as TheWrap says the two are seeking a merger.
• Shari Redstone, whose Redstone family firm National Amusements controls the two companies, is again pursuing the recombination of the two companies that split more than 10 years ago, multiple insiders told the publication.
• The move would be of a piece with strategy across the content industry: get big or get out.
• Redstone is said to be actively moving in the direction of combining the companies, and insiders say a previously resistant CBS chief Les Moonves is now open to the idea.
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Curry
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60.251.144.196
發表於 2018-6-26 15:19  資料 私人訊息 
Should CBS Corporation Merge With Viacom?
  1. In addition to generating much lower revenue, CBS and Viacom own less  blockbuster intellectual property than their rivals. Disney owns Pixar, Marvel, and Lucasfilm, and will soon acquire Fox's top assets. Time Warner owns Warner Bros. (including the DC films) and HBO. Comcast owns Universal and NBC, the highest-rated network in America among 18-to-49-year-old viewers.
  2. Based on those figures, merely merging CBS with Viacom won't create a more competitive media company. But if they wisely pool their resources to acquire or create new intellectual property, while aggressively eliminating redundancies and generating synergies, the new company might start growing its revenue and earnings again.
    But investors should take all these rumors with a grain of salt. CBS and Viacom originally split in 2006 because the conglomerate had become unwieldy under a single brand. Recombining the two halves could cause similar problems, so investors shouldn't think that a merger will alleviate the two companies' biggest headaches.
  3. https://www.fool.com/investing/2018/01/25/should-cbs-corporation-merge-with-viacom.aspx

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