迪斯尼 (DIS) – 印度 – 2024 年 3 月 2 日

作者： Brad Freeman4 3 月, 2024发布分类：股市洞悉

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迪斯尼 (DIS) – 印度 – 2024 年 3 月 2 日

迪斯尼和 Reliance 已完成媒体合并。迪士尼将拥有合并后实体的 37%股份，Viacom18 拥有 47%，Reliance 拥有 16%。迪斯尼曾在印度举步维艰。它的现金和用户都在流失。 Reliance出价比它高，获得了关键的板球版权和许多其他权利。现在他们是队友了。合并后，DIS 的印度业务将从现金焚烧炉转变为真正的积极业务。这个国家人口众多且不断增长，中产阶级日益壮大，政府对企业友好，这些都非常引人注目。这是更理性地应对巨大机遇的方法。

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