迪斯尼 (DIS) – 代理权争夺战 – 2024 年 3 月 23 日

作者： Brad Freeman25 3 月, 2024发布分类：股市洞悉

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迪斯尼 (DIS) – 代理权争夺战 – 2024 年 3 月 23 日

说到迪士尼……定于 5 月解决的代理权争夺战继续升温。 George Lucas宣布支持Iger和现任董事会，而机构股东服务公司（ISS）则建议股东投票支持Trian和Nelson Peltz的要求（包括董事会席位）。受ISS影响的股东肯定比受卢卡斯影响的多得多。我认为这对股东来说是双赢之举。迪斯尼可以抵御激进投资者，在更大的“”股东显微镜”下继续执行其行动。我还认为，迪士尼已经走上了扭亏为盈的康庄大道。最新的自由现金流指引、资产调整以及电影制作计划的收紧就是明证。如果Trian获胜，这仍有可能推动股东的短期兴奋。我可能会利用这种兴奋情绪，迅速斩仓，获得可观的收益。我不认为Peltz有资格进入董事会，我也不喜欢他对公司的任何想法。但是？我喜欢资本收益。

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