派拉蒙天舞/Warner Bros. Discovery合并或能带来巨大节省——市场观点

投资观察
Sep 12

Benchmark分析师Daniel Kurnos表示,派拉蒙天舞与Warner Bros. Discovery的合并"可能为合并后的实体带来有意义的上涨空间"。两年前,Benchmark估计两家公司合并将产生31.5亿至49亿美元的协同效应,尽管此后两家公司都已开始实施各自的成本削减计划。Kurnos说:"数据基本保持不变,在看似正在整合的媒体行业中,产业逻辑变得更加强劲。"

该分析师补充说,即使没有协同效应,"派拉蒙天舞也可以每股18美元的价格收购Warner,这笔交易仍将保持价值中性,甚至可能略有增值作用"。Warner Bros. Discovery股价飙升12%,而派拉蒙天舞上涨4%。

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