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Netflix Inc

Netflix Inc (NFLX US)

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Analysis
Consumer Discretionary • United States
Netflix Inc. is an Internet subscription service for watching tv shows and movies. Subscribers can instantly watch unlimited TV shows and movies streamed over the Internet to their TVs, computers and mobile devices and in the United States, subscribers can receive standard definition DVDs and Blu-ray Discs delivered to their homes.
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bullish•Sky Network Television
•04 Jan 2018 10:38

Disney-Fox Deal Highlights Value of Sky's Subscribers, if They Are Retained Somehow

Sky Network Television Ltd (SKT NZ) maintains "now is not the time for a massive conversion of our core business." However, we believe the no-moat...

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bullish•Twenty First Century Fox A
•14 Dec 2017 02:41

Disney-Fox Deal: 14-23% Merger Arbitrage Return Potential for FOXA

More valuation details regarding The Walt Disney Co (DIS US) and Twenty First Century Fox A (FOXA US) deal are coming out. For-sale assets from...

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bearish•Thematic (Sector/Industry)
•28 Nov 2017 11:00

Silicon Stories G: Netflix's Uphill Battle in Thailand

Netflix faces many challenges in Thailand compared to more developed markets, such as: 1) prevalence of piracy; 2) weak broadband Internet...

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bullish•Netflix Inc
•27 Nov 2017 15:44

Flurry of New, Original Korean Contents Deals for Netflix

It has been nearly two years sinceNetflix Inc (NFLX US) first launched its service in Korea. After a slow start, Netflix has been making excellent...

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Douglas Kim
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bullish•Thematic (Sector/Industry)
•13 Nov 2017 05:10

21 Things Worth Knowing (#13)

In today's issue:Off-balance sheet EU, TPP farce, Singles day bonanza, How Netflix works, hedge funds should be more conventional, eSports,...

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