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Disney Trading At Lowest Valuation Since 2009
Friday, September 23, 2016 - 2:47pm | 302Read More...With the S&P 500 making new all-time highs again this year, it’s getting increasingly difficult for value investors to find cheap stocks. However, CLSA analyst Vasily Karasyov believes he has found a great value buy in Walt Disney Co (NYSE: DIS). In a new note, Karasyov points out...
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Why 'The Walking Dead' Bear Case For AMC Networks Is Dead Wrong
Friday, September 16, 2016 - 3:14pm | 439Read More...CLSA believes AMC Networks Inc (NASDAQ: AMCX) could deliver revenue growth and adjusted operating cash flow in the second half of the current year. Analysts Vasily Karasyov and Andrew Minora are not worried about the fading audience of "The Walking Dead." The brokerage sees Conviction estimates to...
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3 Themes CLSA Saw In Disney's Quarterly Report
Wednesday, August 10, 2016 - 10:43am | 234Read More...CLSA highlighted three themes it saw in the recent quarterly report of Walt Disney Co (NYSE: DIS) on whose shares the brokerage maintained an Outperform rating. First, the company announced acquisition of a 33 percent stake in BAMTech and plans for an OTT ESPN offering. Second, an agreement for...
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CLSA On Disney Results: Not Great But Not View-Changing
Wednesday, May 11, 2016 - 2:09pm | 289Read More...CLSA maintains its Outperform rating on Walt Disney Co (NYSE: DIS), while raising its target price by $12 to $115, saying that the second quarter results give less reason for business model concerns than the last three. Although the drag from subscriber losses at cable nets moderated to 1 percent...
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CLSA Upgrades Starz To Outperform, Target Raised To $31
Monday, May 2, 2016 - 10:50am | 281Read More...CLSA’s Vasily Karasyov believes it's a good time to buy Starz (NASDAQ: STRZA). The analyst upgraded the rating on the company from Underperform to Outperform, while raising the price target from $24 to $31. Karasyov mentioned the stock was attractive at present due to “1)...
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2 Catalysts For Disney's Underestimated Growth
Wednesday, September 2, 2015 - 12:51pm | 231Read More...Shares of Walt Disney Co. (NYSE: DIS) has risen 5.41 percent year-to-date. Vasily Karasyov of CLSA Americas has initiated coverage of Disney with an Outperform rating and price target of $114. CLSA’s analysis shows that the Street is underestimating the company’s earnings for FY16...
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Sterne Agee Raises Twenty-First Century Fox Price Target
Monday, November 24, 2014 - 6:06pm | 251Read More...Sterne Agee raised its price target on Twenty-First Century Fox Inc (NASDAQ: FOXA) Monday from $40 to $43 and maintained a Buy rating. Analyst Vasily Karasyov noted that “as we get closer to FY16 (begins July 1, 2015) we expect the debate around the guidance, whether it is doable or not,...
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Hasbro-DreamWorks Merger Is 'Interesting' And 'Irrational'
Thursday, November 13, 2014 - 4:13pm | 483Read More...Investors are definitely intrigued by the rumor that Hasbro, Inc. (NASDAQ: HAS) and DreamWorks Animation Skg Inc (NASDAQ: DWA) will merge. As of this writing, shares of DreamWorks were up more than 11 percent. Hasbro, however, was trading down more than 4 percent. "Obviously [CEO Jeffrey...
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6 Companies That Could Acquire AMC Networks
Wednesday, July 16, 2014 - 4:39pm | 1036Read More...Twenty-First Century Fox (NASDAQ: FOXA) stunned investors Wednesday when it was revealed that the company offered to acquire Time Warner (NYSE: TWX) for $80 billion. The deal (which valued Time Warner at $85 per share) was ultimately rejected, but that didn't stop investors from buying the...
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Weekly Highlights: Amazon's First Phone, iPhone 6 Unlikely To Charge Wirelessly And More
Sunday, June 22, 2014 - 12:16pm | 193Read More...Amazon (NASDAQ: AMZN) reigned supreme this week after unveiling its long-awaited smartphone. Officially known as the Fire Phone, the handset promises to deliver a plethora of unique features not offered by any of its competitors. On a less positive note, Facebook (NASDAQ: FB) encountered a 15-...
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Why 'How To Train Your Dragon 2' Is Another DreamWorks Disappointment
Tuesday, June 17, 2014 - 10:50am | 658Read More...DreamWorks Animation (NASDAQ: DWA) can't catch a break. The company's shares plummeted more than 10 percent today after investors learned that How To Train Your Dragon 2 failed to secure the number-one spot at the box office. The crown went to Sony's 22 Jump Street, which earned $60 million during...
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UPDATE: Sterne Agee Lowers PT on IMAX Corporation on More Volatile Per-Screen Average
Monday, September 30, 2013 - 10:32am | 113Read More...In a report published Monday, Sterne Agee analyst Vasily Karasyov reiterated a Neutral rating on IMAX Corporation (NYSE: IMAX), but lowered the price target from $28.00 to $27.00. In the report, Sterne Agee noted, “Our title-by-title analysis of IMAX releases in 2H'13 implies a PSA of $1.0 mln for...
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UPDATE: Sterne Agee Initiates 21st Century Fox at Buy on Estimated Upside
Monday, July 8, 2013 - 8:40am | 107Read More...In a report published Monday, Sterne Agee analyst Vasily Karasyov initiated coverage on 21st Century Fox (NASDAQ: FOXA) with a Buy rating and $36.00 price target. In the report, Sterne Agee noted, “We estimate that there is 18.5% upside to the current FOXA stock price level within 12 months...
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UPDATE: Sterne Agee Raises PT on DreamWorks Animation SKG Following New TV Revenue
Wednesday, June 19, 2013 - 11:54am | 131Read More...In a report published Wednesday, Sterne Agee analyst Vasily Karasyov reiterated an Underperform rating on DreamWorks Animation SKG (NASDAQ: DWA), and raised the price target from $18.00 to $21.50. In the report, Sterne Agee noted, “DWA provided guidance for revenue and earnings contribution...
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UPDATE: Sterne Agee Initiates DreamWorks Animation at Underperform on Expected EPS Decline
Thursday, June 13, 2013 - 10:54am | 103Read More...In a report published Thursday, Sterne Agee analyst Vasily Karasyov initiated coverage on DreamWorks Animation (NASDAQ: DWA) with an Underperform rating and $18.00 price target. In the report, Sterne Agee noted, “We expect EPS to decline 35% Y/Y in 2014 and the share price to reach $18, 21%...
