– Sectors – The Walt Disney Company

May 2, 2024

Dropping coverage

By Vasily Karasyov

We are dropping coverage of the following stocks. As a result, our ratings, price targets, estimates and disclosures should no longer be relied upon. FOXA last published rating and price target: Buy, $51.00 DISCA last…

September 18, 2020

Model update

By Vasily Karasyov

March 27, 2020

Assessing the damage, see base case EPS of ($0.15) in Q3 FY20, $4.00 in FY21

By Vasily Karasyov

February 5, 2020

Maintain Neutral rating; adjusting esitmates post Q1 FY20 report

By Vasily Karasyov

January 2, 2020

Updating estimates; maintain Neutral

By Vasily Karasyov

April 24, 2019

Was it worth it in the longer run? Maybe not. Taking a stab at PF estimates

By Vasily Karasyov

February 7, 2019

Model update

By Vasily Karasyov

November 13, 2018

Model update

By Vasily Karasyov

October 4, 2018

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

By Vasily Karasyov

August 8, 2018

Estimates keep moving lower, ESPN subs keep improving, DTC still far away

By Vasily Karasyov

August 7, 2018

FIRST LOOK – Results look mixed-soft overall

By Vasily Karasyov

May 28, 2018

This is why the stock will remain range-bound (NOT just Solo)

By Vasily Karasyov

May 9, 2018

A good quarter, may not be good enough for the stock though

By Vasily Karasyov

May 8, 2018

Q2 FY18 FIRST LOOK: Parks and Film Stand Out

By Vasily Karasyov

April 30, 2018

Waiting not over yet; initiating with a Neutral, PT $104

By Vasily Karasyov