- optionMONSTER•2 hours ago
A large position is giving Walt Disney several months to rally. OptionMonster's market scanner shows that 6,000 April 100 calls were purchased for $2.15 while 6,000 April 82.50 puts were sold for $1.52 ...
Credit Suisse analyst Omar Sheikh and team explain why Walt Disney (DIS) could consider taking over Twitter (TWTR) or Netflix (NFLX) thanks to AT&T's (T) purchase of Time Warner (TWX), even if it isn't their preferred option. This will confer an enhanced ability to bid for sports rights from 2021 onwards, and thereby put pressure on Disney to invest further in ESPN's direct to consumer distribution capabilities. It can do this organically or inorganically: Twitter (NR) and Netflix (N, $130) are two listed options for the latter, but we believe the organic option would be significantly less costly and give Disney the opportunity to tailor new services around its own IP.
The Walt Disney Company (DISN.BA)
Buenos Aires - Buenos Aires Delayed Price. Currency in ARS
|Day's Range||171.10 - 171.10|
|52wk Range||161.50 - 240.00|
|1y Target Est||N/A|
|P/E Ratio (ttm)||30.75|
|Avg Vol (3m)||255|
|Dividend & Yield||N/A (N/A)|