Walt Disney. Mun bincika kamfanin don zuba jari na dogon lokaci

Kamfanin Walt Disney (NYSE: DW) kamfani ne da wuya ake buƙata. Zan faɗi cewa kawai (a tsakanin waɗannan abubuwa) a cikin wannan abin da aka jarida na Mobel, Lucasfilm, karni na 16, National Parks, kuma, ba shakka, Walt Disney studios. Ingantaccen hannun jari a lokacin rubuta labaran: $ 183.60. A halin yanzu babban birni: $ 333 biliyan. Rahoton ya fito ne akan 11 ga Fabrairu, 2021

Tarihi

A lokacin bazara na 1923, da walt disney ya zo California tare da zane-zane na mintuna 8 tare da haɗuwa da mai ba da labari ", wanda ya sami damar sayar da mai rarraba". A ranar 16 ga Oktoba, 1923, an sanya hannu kan kwangila a kan jerin maxoons game da Alice. Daga wannan ranar, Disneyan 'yan uwan ​​su na zane mai zane suna farawa.

Shekaru hudu bayan haka, Walt Disney ya zo da zomo na Oswald, ƙirƙirar magungunan Oswals, amma yana da haƙƙin haƙƙin mallakar wannan halayyar, ba tare da sanin ba tare da Disney ba. Bayan asarar haushi, Walt Disney ya zo da Mickey Mouse, amma fina-finai biyu na farko ba wanda ya so saya, saboda sun kasance bebe. Ta hanyar saita kuskurenku, zane na 3r na 3rd game da mikkey Maus, riga tare da sautin sittins a ranar 18 ga Nuwamba, 1928. Kuma yana da nasara nasara.

Daga 1932 zuwa 1943 Disney katun katako ya lashe farashin Oscar 10 (daga 11 bikin da aka gudanar). Don rayuwarsa, Walt Disney ya karɓi lambobin yabo guda 26 (Menegari ne ga mutum ɗaya zuwa yau), na ƙarshe wanda aka bayar a shekarar 1969. A ranar 21 ga Disamba, 1937, an saki zane mai ban dariya da dwarfs bakwai, wanda aka samu lambar yabo ta OSCAR (Aladney) har zuwa 1993, Alamar Disad da Alamar ), sannan sarki Lvom (kuma samar da Disney).

A cikin 1940, a wancan lokacin, an riga an kira Walt Disney samar da IPO. A ranar 17 ga Yuli, 1955, Jigo na farko na Jigo na Duniya a California ya bude. A cikin 1964, fim din "Mary Poppins", wanda aka ba da lambobin yabo 5 na Oscar sannan ya fadi a cikin rajistar fim din Amurka (a cikin rajista na fina-finai 800). Sunanka na yanzu "Sunan Walt Disney kamfanin" Kamfanin ya samu a 1986

Dogney ya inganta kullun ta hanyar fahimtar kansa a cikin sabon kwatance kuma kowane lokaci na cimma nasarar nasarar mai ban mamaki, wanda ya ba da damar kamfanin ya ɗauki matsayin jagora a cikin masana'antar nishaɗi.

Rarraba

Disney ya fara biyan bashin sama da shekaru 60 da suka gabata, amma a 1986 ya yi kokarin ɗaukar wani mulkin shekara-shekara cikin rarrabuwa. Har zuwa 1999, kamfanin ya biya kashi na karkara kwata-kwata, amma sannan ya yanke shawarar zuwa biyan kudi na shekara-shekara, wasu lokuta kananan masu hannun jari dole ne su biya rarrabuwar kawuna kasa da kamfanin aikawa a aika aika aika. Tun daga shekarar 2015, kamfanin ya zama kashi na biyan kuɗi kowane watanni shida. A shekarar 2020, kamfanin karkashin tasirin rikicin gaba daya soke rarrabuwa.

Kamfanin bai taɓa rage biyan kuɗi ba (discpancies na shekarun da aka faru yayin canza yawan biyan kuɗi). Tun 2005, yawan kudin biyan riba na biyan kuɗi ya wuce 25%, kuma yawan amfanin ƙasa shine 1.5%. Don jagorar Disney, biyan kuɗi ya kasance koyaushe tare da ƙananan fifiko dangane da saka hannun jari a haɓaka kasuwanci. A nan gaba, Disney baya shirin sake ci gaba da rarrabuwa. Amma ina tsammanin, har ma lokacin da aka sake biyan masu hannun jari, bai kamata masu saka jari a kan rarrabuwa ba, saboda yawan amfanin ƙasa zai zama mara hankali gabaɗaya.

Canza darajar hannun jari

Disney yana tafiya sosai. Ya yi amfani da aro, a tsawon lokacin har zuwa shekaru 6 yana yiwuwa a amfana 300%, amma a lokaci guda kuma yana da sauri fiye da 30-50%.

Dis kowane wata

A yau, Disney shine 20% mafi tsada fiye da shekara ɗaya da suka wuce, yayin da kamfanin ya sami damar tsira da kuma ya faɗi da kashi 50%, kuma a kashe a 145%. Zai yi wuya a musanta hakan tun shekarar 2009, hannun jari suna da tasiri kan haɓaka (duk da haka, ko da siyan mai saka jari a cikin shekaru 30% na shekaru 4. Beta Volatility na 5 shine 1.20, I.e., hannun jari na Kamfanin sune shekarun 20% fiye da kasuwa gaba daya. Don haka, kamfanin da sha'awa rama ragin ragi saboda kyakkyawan motsi na darajar hannun jari. Amma Disney ya riga ya yi wuya a lissafta hannun jari na nau'in "ya saya da mantawa."

Alamomin hada kudi

Rahoton na shekara 2020 ya fito ne a ranar 3 ga Oktoba, yayin da ranar 11 ga Fabrairu, an buga rahoton rahoto a farkon kwata na 2021th kasafin shekara ta 2021. Disney ware 4 babban sassan kasuwanci:

1. Mass Media (hanyoyin sadarwa na kafofin watsa labarai) - Hadawar Media (ABC, National Geographic), tashoshin talabijin;
2. Parks da kaya (wuraren shakatawa, gogewa da samfurori) - Kayan aikinsu, Kayayyakin Gidaje a ƙarƙashin alama "Disney" ('yan wasa, mujallu);
3. Injino Intervien (Studio Nisharfin) - fim ɗin fim, mai daukar hoto, yin rikodin studit da samarwa;
4. Gudanar da abun ciki zuwa mai amfani (Direct-to-Precermer & International Singing) - Ayyukan Stying (Dneney +, ESTY +, tashoshin TV ɗinku, da aka yiwa rukunin TV na duniya, aikace-aikace, shafukan yanar gizo.

A ranar 20 ga Maris, 2019, an rufe ma'amala ne don samun mafi yawan masarar karni na 21 ga miliyan 71 biliyan (nasdaq: cmcsaq: cmcsa ) ya shiga wasan, wanda shima ya nuna sha'awar siye kuma ta yi kokarin kashe wadatar da kayayyaki). A sakamakon ma'amala, kadarorin Disney ya kara kusan sau 2.

Babban ma'amala tare da Coronacrizis ya haifar da haɓakar nauyin bashi sau 3 (idan aka kwatanta da 2018) da kuma karuwa da shekaru 31, wanda aka gudanar shekaru 31 har zuwa shekara ta 2019,) da Bashi / Ebabba zuwa 11.9 a cikin 2020 (tare da matsakaicin darajar 1.3, wanda aka riƙe har zuwa shekara ta 2019). Shekaru 2020 na Disney ya kammala a asarar kusan dala biliyan 3 (a kan riba dala biliyan 11 (rage kashi na miliyan 11%, kuma a cikin shekara ta farko (rage 99% shekara) da ta yi hurarrun shekara) Ta hannun masu saka jari, tunda hasashen sun yi muni. Dauyewa na kudaden shiga da riba a sassan an gabatar da shi a cikin zane-zane.

Disbarewa Disvenue

Dis riba

Sashin sabis na yawo yana da matukar ci gaba, amma ya zama mai amfani, wanda yake da alaƙa da babban hannun jari don cinye hannun jari na duniya. A watan Oktoba 2020, Disney ya ba da sanarwar sake tsara matsayin na wani yanki mai amfani. A bayyane yake cewa Pandemic ya rinjayi sakamakon kuɗi na gaba, da kuma hango abin da ya dace da shi, kamar yadda ya dace da hanyar da ta dace da ita ce na yankan ayyuka, amma har zuwa yanzu ba a biya hannun jari ba. Bugu da kari, hukumomin masu amfani a cikin 2020 sun rage darajar darajar Kissan Biyan, wanda zai iya haifar da karuwa a cikin farashin da ke ba da bashi kuma, sakamakon hakan, zai ragu a hannun jari a ci gaban kasuwanci.

Kwatancen tare da gasa

Disney an wakilta shi cikin sassan daban-daban kuma a cikin kowane yana da manyan gasa, amma a yau zan mai da hankali ga nazarin gasa a cikin ayyukan da stregnated. A kwatanta wani canji a cikin adadin biyan kuɗin da aka biya na shekara ta 2020, kowa ya zauna a gida, kuma ayyukan yawo suna fama da gwagwarmaya na kowane mai kallo. Disney zai yi la'akari da Disney + (wanda aka gabatar a watan Nuwamba 2019) da Hulu. Masu gasa:

• Netflix (nasdaq: nflx)
• Amazon (nasdaq: Amzn) Fim na Firayim - kimantawa mai kyau - akwai bayanai akan adadin masu biyan kuɗi waɗanda ke amfani da maƙarƙashiya Hidima
• Apple (nasdaq: AAPL) TV + - An ƙaddamar da shi a watan Nuwamba 2019; Ana lissafin mikawa, biyan kuɗi na shekara-shekara yana da 'yanci yayin sayen na'urorin Apple, gwargwadon bayanan ƙididdiga daban-daban, ana ƙididdige masu biyan kuɗi na ƙididdiga daban-daban.
• Nbcunagnal peacock (daga comcast) - An ƙaddamar da shi a cikin Afrilu 20020
• HBO Max (nasa ne (nyse: t)) - An ƙaddamar da shi a Mayu 2020

Canza masu canzawa ana gabatar dasu a cikin zane.

Diss masu fafatawa

Abin mamaki na cizo Doney + - Miliyan 58 na watanni 9 da kusan masu biyan kuɗi 100 miliyan 14! Kwatanta NBCUniversal Tsuntsun Makka, suka gudanar don samun miliyan 33 a watanni 9, ko HBO MAX, wanda kawai miliyan 17 a watanni 9. Disney ya yi daidai, kuma mafi mahimmanci - a kan lokaci, ya yi fare ga ci gaban duniya na sabis, yayin da Peacock da HBO Max da kuma za su shiga kasuwar duniya.

Binciken Fasaha

Dis mako-mako

Bayan an tura daga tallafawa $ 120, hannun jari a cikin watanni biyu da aka karɓi karuwa na + 50%. A kowane lokaci, farawa daga rana, yanayin aiki da hawa, sabili da haka ba dalilai ne na siyarwa ba, har ma don siyan shi da latti. Tallafin rana mafi kusa shine $ 183, a ƙasa - Mahimmancin tallafi ga $ 170 da $ 152. Ana nuna juriya da $ 190. Ba a kafa ƙasa ba, don haka don yanzu abin da aka yi na iya ci gaba da jan saƙo akan tsayin mara iyaka.

Tsarin Zuba Jari

Jiha na yanzu a cikin binciken Disney zan kira Misalin gargajiya "Sayi kan jita-jita, sayar da kan gaskiya." A karo na farko a shekarun da suka gabata, kamfanin ya nuna asara a shekara, tana da bashin bashi (wanda har yanzu zai yiwu ya yi aiki), wani bangare na rarrabuwar kawuna ba zai iya yin aiki ba saboda coronavirus. Amma akwai yuwuwar - babban ƙarfin - ta hanyar siyan karni na 21 da saurin Disney +. Sabili da haka, ba shi yiwuwa saya mai saka jari na dogon lokaci yanzu! Wajibi ne a jira don satar al'amuran. Amincewa zuwa alamun haɗin kuɗi na yanzu na matakin sayan, a ganina, $ 120. Ina ba da shawarar jiran ragi a kalla don tallafawa $ 152, kuma kawai to, don fara la'akari da yiwuwar siyan labarai da sakamakon kuɗi.

Karanta abubuwan asali na asali akan: zuba jari.com