Netflix Shares Are Down 61% Since It Aired Its Movie About Twerking Children--In Case It Drops Further After This Week's Earnings.
Netflix Shares Are Down 61% Since It Aired Its Movie About Twerking Children--In Case It Drops Further After This Week's Earnings.
Bring On Ben-Abbes
带上本-阿贝斯
In Michel Houellebecq's 2015 novel Submission, France becomes an Islamic state under a president named Mohammed Ben-Abbes. At the time, the novel seemed dystopian; after the Netflix, Inc. (NASDAQ:NFLX) release of Cuties by the French-Senegalese director Maïmouna Doucouré a couple of years ago, it started to seem aspirational.
在米歇尔·维勒贝克2015年的小说中呈件，法国在名为穆罕默德·本-阿贝斯的总裁的领导下成为一个伊斯兰国家。当时，这部小说似乎是反乌托邦的；在Netflix公司(纳斯达克：nflx)发布美人儿几年前，由法国-塞内加尔人董事·马伊莫纳·杜库雷提出的这一想法，似乎开始让人产生了抱负。
Airing Cuties and similar fare appears to have been inauspicious for Netflix; since the streaming debut of Cuties in 2020, Netflix shares are down 61%.
播出美人儿类似的票价似乎对Netflix来说是不吉利的；自从流媒体首次亮相以来美人儿2020年，Netflix的股价下跌了61%。
Maybe You Bought Netflix After The Drop
也许你在投放后买了Netflix
Maybe you bought Netflix recently though. If you did, you were probably cheered by its 8% pop on Friday. UBS analyst John Hodulik isn't bullish on Netflix's next earnings release though (scheduled for Tuesday):
不过，也许你最近收购了Netflix。如果你这样做了，你可能会为它周五8%的涨幅而欢欣鼓舞。不过，瑞银分析师约翰·霍德利克并不看好Netflix的下一财报(定于周二发布)：
Analyst John Hodulik, who rates Netflix shares neutral, lowered the price target to $198 from $355, as he believes subscribers "tracked in-line" with management's previous forecast for a loss of 2M, due in part to price increases in the U.S. and Canada and parts of Europe.
"While [second-half] is seasonally stronger (~70% of '21; 50% pre-pandemic), we expect a cautious guide amid macro uncertainty," Hodulik wrote in a note to clients, adding that 1.3M subscribers are expected to be added in the third-quarter and 2.8M for the year.
分析师约翰·霍德利克对Netflix股票的评级为中性，他将Netflix的目标价从355美元下调至198美元，因为他认为订户与管理层之前预测的200万美元的亏损“一致”，部分原因是美国、加拿大和欧洲部分地区的价格上涨。
“虽然[下半场]Hodulik在给客户的一份报告中写道，预计第三季度将增加130万订户，今年将增加280万订户。
In Case Tuesday's Earnings Report Is Ugly
以防周二的收益报告很难看
If you're long Netflix now, and you want to hedge against an ugly report Tuesday, here's a way to do so while collecting a bit of money in premium. As of Friday's close, this was the optimal collar to hedge 1,000 shares of Netflix against a greater-than-8% drop this week, while not capping your upside at less than 7% over the same period.
如果你现在做多Netflix，而你想对冲周二一份丑陋的报告，这里有一个方法可以在收取一点溢价的同时做到这一点。截至上周五收盘，这是对冲1,000股Netflix股票本周跌幅超过8%的最佳上限，同时不会将同期涨幅限制在7%以下。
Screen captures via the Portfolio Armor iPhone app on 7/15/2022.
2022年7月15日通过Portfolio Armor iPhone应用程序进行的屏幕截图。
Your net credit with this hedge was $600. That was calculated conservatively, assuming you bought the puts at the ask and sold the calls at the bid. If you placed both trades within the spreads, your net credit would have been more than $600.
你在这个对冲中的净贷方是600美元。这是保守计算的，假设你在要价时买入看跌期权，在出价时卖出看涨期权。如果你把这两笔交易都放在价差内，你的净信用应该超过600美元。
Try scanning for an optimal collar with the same parameters today and see what you find.
今天试着用同样的参数扫描一个最佳的衣领，看看你能找到什么。