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
帶上本-阿貝斯
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.
在米歇爾·維勒貝克2015年的小説中呈件，法國在名為穆罕默德·本-阿貝斯的總裁的領導下成為一個伊斯蘭國家。當時，這部小説似乎是反烏託邦的；在Netflix公司(納斯達克：nflx)發佈美人兒幾年前，由法國-塞內加爾人董事·馬伊莫納·杜庫雷提出的這一想法，似乎開始讓人產生了抱負。
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%.
播出美人兒類似的票價似乎對Netflix來説是不吉利的；自從流媒體首次亮相以來美人兒2020年，Netflix的股價下跌了61%。
Maybe You Bought Netflix After The Drop
也許你在投放後買了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):
不過，也許你最近收購了Netflix。如果你這樣做了，你可能會為它週五8%的漲幅而歡欣鼓舞。不過，瑞銀分析師約翰·霍德利克並不看好Netflix的下一財報(定於週二發佈)：
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.
分析師約翰·霍德利克對Netflix股票的評級為中性，他將Netflix的目標價從355美元下調至198美元，因為他認為訂户與管理層之前預測的200萬美元的虧損“一致”，部分原因是美國、加拿大和歐洲部分地區的價格上漲。
“雖然[下半場]Hodulik在給客户的一份報告中寫道，預計第三季度將增加130萬訂户，今年將增加280萬訂户。
In Case Tuesday's Earnings Report Is Ugly
以防週二的收益報告很難看
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.
如果你現在做多Netflix，而你想對衝週二一份醜陋的報告，這裏有一個方法可以在收取一點溢價的同時做到這一點。截至上週五收盤，這是對衝1,000股Netflix股票本週跌幅超過8%的最佳上限，同時不會將同期漲幅限制在7%以下。
Screen captures via the Portfolio Armor iPhone app on 7/15/2022.
2022年7月15日通過Portfolio Armor iPhone應用程序進行的屏幕截圖。
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.
你在這個對衝中的淨貸方是600美元。這是保守計算的，假設你在要價時買入看跌期權，在出價時賣出看漲期權。如果你把這兩筆交易都放在價差內，你的淨信用應該超過600美元。
Try scanning for an optimal collar with the same parameters today and see what you find.
今天試着用同樣的參數掃描一個最佳的衣領，看看你能找到什麼。