All Reports

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 >>

October 22, 2018

Reducing Q3 estimates due to lower than expected box office

By Vasily Karasyov

Read More >>

October 19, 2018

TAM size revised upwards by $2.7bn; reiterate Buy

By Vasily Karasyov

Read More >>

October 11, 2018

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

By Vasily Karasyov

Read More >>

October 8, 2018

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

By Vasily Karasyov

Read More >>

October 8, 2018

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

By Vasily Karasyov

Read More >>

October 4, 2018

Reducing FY19 estimates; expect the Street to follow; downside risk remains

By Vasily Karasyov

Read More >>

October 1, 2018

We see room for improved monetization beyond FY18; raising PT to $97

By Vasily Karasyov

Read More >>

September 20, 2018

Downgrading to Neutral, no catalysts for re-rating, Buy thesis played out

By Vasily Karasyov

Read More >>

September 17, 2018

Power vacuum in Hollywood worth $8bn in market value

By Vasily Karasyov

Read More >>

September 7, 2018

Too late now, easy money has been made, initiating at Neutral, price target $23

By Vasily Karasyov

Read More >>