Andy Foong
reacted to
$Netflix (NFLX.US)$ in Los Gatos, Calif., offers TV series, documentaries, feature films, and mobile games across various genres and languages. It recently announced that it had entered a combination agreement to acquire Next Games to expand its internal game studio capabilities. However, the company posted disappointing results, losing 200,000 customers in the first quarter and projecting its subscribers will shrink by another 2 million custo...
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Andy Foong
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$NikkoAM-StraitsTrading MSCI China Electric Vehicles and Future Mobility ETF (EVS.SG)$
new low again, crazy, drop 30% from IPO price in 3 months
new low again, crazy, drop 30% from IPO price in 3 months
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Andy Foong
liked
Netflix訂閱只會持續下降,不會上升,因現在電視build in過多流媒體,氾濫到不行,很多都是附帶插入廣告,免費電影和視頻,其中也包括YouTube,讓你有很多即時的電視頻道可以選擇。
所以在不景氣的時候,誰會去訂閱Netflix啦,以前一個帳號五個人共享,所以加減看,現在只能在一戶多人看,退訂怎可能減少?
惡性循環,因拍片要不少錢,買劇要錢,美國薪水那麼高,養一堆團隊怎辦?置入廣告賺錢,什麼?我花錢訂閱還要看廣告,這種殺雞取卵的方式,退訂的只會增加,不會減少...
況且電視平台都有合作賣廣告收益,你Netflix等於是去踩人家紅線,跟平台競爭廣告收入,電視平臺會重新評估Netflix...
難怪有人說,遲早會破產,以前是電視品牌求要Netflix,之後Netflix還要拿盈利分給電視業者。
所以,市場爛掉,感覺不是長久可以投資的標的。大家喜新厭舊,失去新鮮感,沒有新節目的Netflix,誰還看???
公司要好好想想,之後經營策略,是不是該把廣告取消,之後增加的新節目,以購買或是使用權利分紅方式取得,而非是使用昂貴自行拍攝...
所以在不景氣的時候,誰會去訂閱Netflix啦,以前一個帳號五個人共享,所以加減看,現在只能在一戶多人看,退訂怎可能減少?
惡性循環,因拍片要不少錢,買劇要錢,美國薪水那麼高,養一堆團隊怎辦?置入廣告賺錢,什麼?我花錢訂閱還要看廣告,這種殺雞取卵的方式,退訂的只會增加,不會減少...
況且電視平台都有合作賣廣告收益,你Netflix等於是去踩人家紅線,跟平台競爭廣告收入,電視平臺會重新評估Netflix...
難怪有人說,遲早會破產,以前是電視品牌求要Netflix,之後Netflix還要拿盈利分給電視業者。
所以,市場爛掉,感覺不是長久可以投資的標的。大家喜新厭舊,失去新鮮感,沒有新節目的Netflix,誰還看???
公司要好好想想,之後經營策略,是不是該把廣告取消,之後增加的新節目,以購買或是使用權利分紅方式取得,而非是使用昂貴自行拍攝...
2
Andy Foong
liked and commented on
$Netflix (NFLX.US)$ Aman this garbage, playing tricks again, after adding positions, he starts praising NFLX and everything is good. The stock price has risen 20% in two days, and then he started adding put options heavily. Now he is decisively clearing out and starting to talk down, continuing to spread panic and smash the stock price. His put options have multiplied by at least dozens, making a lot of money. He really looks ugly.
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$NikkoAM-StraitsTrading MSCI China Electric Vehicles and Future Mobility ETF (EVS.SG)$ Which stock is it, always going down.
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$Futu Holdings Ltd (FUTU.US)$ If you don't buy, it will go up; if you buy, it will go down.
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Andy Foong
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Andy Foong
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