迪士尼 (DIS) – 印度 – 2024 年 3 月 2 日

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迪士尼 (DIS) – 印度 – 2024 年 3 月 2 日

迪士尼和 Reliance 已完成媒體合併。 迪士尼將擁有合併後實體的 37%股份,Viacom18 擁有 47%,Reliance 擁有 16%。 迪士尼曾在印度舉步維艱。 它的現金和使用者都在流失。 Reliance出價比它高,獲得了關鍵的板球版權和許多其他權利。 現在他們是隊友了。 合併後,DIS 的印度業務將從現金焚燒爐轉變為真正的積極業務。 這個國家人口眾多且不斷增長,中產階級日益壯大,政府對企業友好,這些都非常引人注目。 這是更理性地應對巨大機遇的方法。

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