专题:奈飞拟720亿美元收购华纳兄弟 好莱坞新巨头来了
Bernstein指出,奈飞需确保有退出策略,以免华纳兄弟的竞购战“变得不理性”。
分析师Laurent Yoon表示:“奈飞虽有实力继续竞购,但这并不意味着就应该这样做”。
他补充道,自10月财报发布以来,奈飞市值已蒸发逾1000亿美元,与派拉蒙的漫长竞购战将继续拖累股价。
他认为,尽管派拉蒙的报价优于奈飞,但并未达到“具有压倒性优势”的程度。
“虽然奈飞基本面依然不可否认地强劲,但我们认为,股票的估值将会下调,不仅取决于竞标过程的进展 —— 以及即便最终中标,仍需经历的审批流程 —— 还因为接触的压力将会持续存在”。
Yoon给予奈飞跑赢的评级,目标价125美元。
彭博数据显示,奈飞有39个买入评级、14个持有、3个卖出,平均目标价128美元。
责任编辑:刘明亮
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