2Anno
What is your annual return expectation? If it's less than 10%, it's not worth investing 🤔
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@DollarDon Exact return expectations are difficult. Discounted cash flow of EPS currently sees an upside of 45% with stable earnings (0% growth).
My trade is rather aimed at the fact that the growth opportunities from streaming are not fully priced in, or that the risks have been priced in too strongly. No matter how you look at it, P/E ratio 7, 3.43% yield with a payout ration of 24% is simply very cheap.
Upside therefore arises from the fact that streaming is growing as an area in the company and enables sustainable growth. It is also a good candidate for a takeover, as larger players could use it to buy additional content for their own services.
My trade is rather aimed at the fact that the growth opportunities from streaming are not fully priced in, or that the risks have been priced in too strongly. No matter how you look at it, P/E ratio 7, 3.43% yield with a payout ration of 24% is simply very cheap.
Upside therefore arises from the fact that streaming is growing as an area in the company and enables sustainable growth. It is also a good candidate for a takeover, as larger players could use it to buy additional content for their own services.
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