All Reports

November 5, 2018

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

By Vasily Karasyov

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November 2, 2018

FIRST LOOK: Solid results, no change in subs impact

By Vasily Karasyov

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November 2, 2018

Digital growth on track, reflected in the valuation

By Vasily Karasyov

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November 2, 2018

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

By Vasily Karasyov

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November 2, 2018

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

By Vasily Karasyov

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November 1, 2018

FIRST LOOK: Digital subs, revenue and Ebitda beat

By Vasily Karasyov

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November 1, 2018

FIRST LOOK: Revenue in line; AOI beat again

By Vasily Karasyov

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October 29, 2018

Adjusting estimate following Q3 report

By Vasily Karasyov

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October 26, 2018

Trimming forward estimates and price target, maintain Neutral rating

By Vasily Karasyov

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October 25, 2018

FIRST LOOK: Adj. Oibda ahead, FY18 guidance unchanged

By Vasily Karasyov

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October 25, 2018

FIRST LOOK: Ahead of lowered expectations

By Vasily Karasyov

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October 22, 2018

Reducing Q3 estimates due to lower than expected box office

By Vasily Karasyov

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October 19, 2018

TAM size revised upwards by $2.7bn; reiterate Buy

By Vasily Karasyov

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October 11, 2018

Upgrading to Buy, works at 15x EV-Ebitda from here; raising price target to $95

By Vasily Karasyov

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October 8, 2018

Adjusting estimates to reflect film slate performance & timing of P&A

By Vasily Karasyov

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