Технический Анализ #S-DIS : 2023-10-11 аналитика

Trian Fund Management led by billionaire investor Nelson Peltz has amassed a 30 million share stake in the media and entertainment group. The fund reportedly has increased its holding to roughly $2.5 billion in Disney stock and seeks not one but several boardroom seats. Nelson Peltz said his proxy fight against Disney was over in February as

Trian Fund Management led by billionaire investor Nelson Peltz has amassed a 30 million share stake in the media and entertainment group. The fund reportedly has increased its holding to roughly $2.5 billion in Disney stock and seeks not one but several boardroom seats. Nelson Peltz said his proxy fight against Disney was over in February as Disney CEO Bob Iger sought to reassure him that Disney’s $5.5 billion in budget cuts and elimination of 7,000 jobs were progressing quickly. In the past couple of years broadcast television and cable businesses have been in secular decline against the backdrop of ongoing challenges for the overall movie industry and slowing growth in the company's streaming segment. And recently a high-profile spat with the government of Florida was added to the list of challenges. Analysts speculate Peltz may be calling for breaking up Disney. Earlier this year Iger said at Sun Valley conference ABC and Disney's other linear networks "may not be core." Analysts mention that for an activist shareholder like Peltz, the goal of moves to sell these networks would be to improve the stock price and make sure Disney follows through on a plan to pay dividends. Activist investor’s pressure to improve return on assets is bullish for a company’s stock price.

Индикатор VALUE Сигнал RSI Купить MACD Купить Donchian Channel Купить MA(200) Продать Fractals Продать Parabolic SAR Купить
Резюме технического анализа Позиция Купить Buy stop выше 85.23 Stop loss ниже 78.69 Материал ifcmarkets

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