Company Notes

November 8, 2018

FIRST LOOK: STARZ solid; Film Oibda ahead but can be timing again

By Vasily Karasyov

Read More >>

November 8, 2018

G. Paltrow & Eminem, great expectations and gravity in the short term

By Vasily Karasyov

Read More >>

November 7, 2018

A beat and a modest-ish raise

By Vasily Karasyov

Read More >>

November 5, 2018

A film & TV studio on sale for 5x Ebitda (!); wont last forever, reiterate Buy

By Vasily Karasyov

Read More >>

November 5, 2018

A film & TV studio on sale for 5x Ebitda (!); wont last forever, reiterate Buy

By Vasily Karasyov

Read More >>

November 2, 2018

FIRST LOOK: Solid results, no change in subs impact

By Vasily Karasyov

Read More >>

November 2, 2018

Digital growth on track, reflected in the valuation

By Vasily Karasyov

Read More >>

November 2, 2018

The grind up should continue, reiterate Buy, price target $30

By Vasily Karasyov

Read More >>

November 2, 2018

Another year almost over; could have been worse… maintain Neutral

By Vasily Karasyov

Read More >>

November 1, 2018

FIRST LOOK: Digital subs, revenue and Ebitda beat

By Vasily Karasyov

Read More >>

November 1, 2018

FIRST LOOK: Revenue in line; AOI beat again

By Vasily Karasyov

Read More >>

October 29, 2018

Adjusting estimate following Q3 report

By Vasily Karasyov

Read More >>

October 26, 2018

Trimming forward estimates and price target, maintain Neutral rating

By Vasily Karasyov

Read More >>

October 25, 2018

FIRST LOOK: Adj. Oibda ahead, FY18 guidance unchanged

By Vasily Karasyov

Read More >>

October 25, 2018

FIRST LOOK: Ahead of lowered expectations

By Vasily Karasyov

Read More >>