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DISNEY (DIS, 855686) - der größte Medien- und Unterhaltungskonzern

eröffnet am 28.11.07 11:09:46 von
spaceistheplace

neuester Beitrag 01.01.10 20:20:33 von
kosto1929
Beiträge: 61
ID: 1.135.746
Aufrufe heute: 0
Gesamt: 19.928


Beitrag schreiben Ansicht: Normal
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spaceistheplace
schrieb am 28.11.07 11:09:46
Beitrag Nr. 1 (32.594.791)
Hallo,

ich beobachte DIS schon ne weile, aktuell gehts nur abwärts, da wohl die Investoren vermehrt von einer Rezession in den USA ausgehen, was auf die Spendierlaune der Amis negativen Einfluss haben könnte.

Wenn man von einer Konjunkturdelle ausgeht, dürfte DIS bei einer beruhigung der aktuellen lage auch Kursmässig am Boden angekommen sein...

eachstum immer so um 10-12%, allein die Divi von 1% stört mich ein bisserl...

Ist jemand von Euchj investiert?

Hier noch eine schöne aktuelle zusammenfassung der DIS-Situation aus der FTD.

Gruss space


Dossier Disney - Bezaubernd und verwünscht zugleich
von Jens Korte
In den USA ist gerade der neue Disney-Film \"Enchanted\" (\"Verwünscht\") angelaufen. Er handelt von einer Trickfilmprinzessin, die sich plötzlich im realen New York der Gegenwart wiederfindet. Klingt hübsch - im wirklichen Leben verzaubert die Disney-Aktie die Anleger derzeit jedoch kaum.
ANZEIGE

Ob Prinzessin Giselle auch den Weg an die Wall Street findet? Prinzessinnen stehen zumindest hoch im Kurs. Der Markt rund um den Mädchentraum ist auf rund 4 Mrd. $ angeschwollen. Das Cinderella-Schloss wird täglich von Horden Drei- bis Sechsjähriger in Ballkleidern bestürmt. Die Kleinen lassen sich die Nägel lackieren, ein Make-up verpassen oder die Haare möglichst majestätisch richten. Um das Marktpotenzial zu erweitern, zielt Disney mit Prinzessinnen-Krippen oder Windelunterlagen jetzt auch auf Neugeborene ab.

Die Investoren an der Wall Street waren von der Disney-Aktie im bisherigen Jahresverlauf jedoch weniger verzaubert. Nachdem der Kurs im April mit rund 36 $ den höchsten Stand seit Dezember 2000 erreicht hatte, ging es mit der Aktie in den vergangenen Monaten abwärts. Dabei fielen die jüngsten Geschäftszahlen durchaus vielversprechend aus. Trotz Anzeichen einer konjunkturellen Abschwächung in den USA meldeten die Vergnügungsparks ein Gewinnwachstum von neun Prozent im vierten Quartal. Die Mediensparte schaffte sogar ein Wachstum von 25 Prozent und die Sparte Consumer Products einen Anstieg um zehn Prozent. Lediglich die Filmstudios konnten an die Erfolge wie \"Fluch der Karibik\" aus dem Vorjahr nicht anknüpfen und meldeten einen Einbruch um 21 Prozent.

Der schwache Dollar, der gegenüber dem Euro erst in dieser Woche auf ein neues Rekordtief gefallen ist, kam Walt Disney nicht ungelegen. \"Zum einen ist die USA-Reise etwa für Europäer und Japaner günstiger geworden. Zum anderen ist die Europareise für Amerikaner teurer geworden\", sagt David Bank, Medienanalyst von RBC Capital Markets. Weshalb der Familienurlaub häufig auf Disneyland oder Disney World beschränkt wird. Allerdings kühlt die US-Konjunktur ab. \"Bisher zeigt sich das bei den Besucherzahlen noch nicht. Doch viele Investoren fürchten, dass sich das ändern könnte. Diese Sorge hat die Aktie zuletzt belastet\", sagt Bank.

Ähnlich wird die Situation für die Medien- und TV-Sparte eingeschätzt. Im abgelaufenen Quartal verbuchte vor allem der Sportsender ESPN Zuwächse. Ebenfalls zu Disney gehört der Kabelsender ABC. Bei geringerem Wirtschaftswachstum oder eventuell sogar einer Rezession in den USA dürften die Werbeeinnahmen deutlich sinken. \"Disney ist ein Makro-Call\", sagt David Joyce, Analyst von Miller Tabak. \"So wie die US-Konjunktur läuft auch die Disney-Aktie.\" Im abgelaufenen Geschäftsjahr wurde der Gewinn konzernweit von knapp 3,4 auf über 4,5 Mrd. $ gesteigert. Laut Citigroup-Analyst Jason Bazinet wird der Gewinn 2008 auf unter 4,3 Mrd. $ abkühlen.

Als wachstumsreichster Geschäftszweig gilt der Consumer- Products-Bereich mit dem Lizenzgeschäft. Walt Disney sei die Premiummarke schlechthin im Unterhaltungssektor, sagt Analyst Bank. Um die Marken besser zu nutzen, entwickelt Disney verstärkt eigene Videospiele rund um die Kinofilme. \"Das Risiko ist zwar etwas größer, als wenn man die Entwicklung Dritten überlässt. Aber dafür ist auch der potenzielle Gewinn deutlich höher\", sagte Bank. Laut einer jüngsten Bloomberg-Erhebung empfehlen 18 von 30 Analysten die Aktie zum Kauf. Zwölf Analysten bewerten die Aktie mit halten. Doch so wie Joyce und Bank schätzen für den Moment die meisten Experten die derzeitige Situation ein: Sollte die US-Konjunktur weiter abkühlen, gilt Disney nicht als das Investment der Stunde. Doch bei einer Wiederbelebung der US-Wirtschaft könnte es einer der Profiteure sein.
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spaceistheplace
schrieb am 29.11.07 08:24:38
Beitrag Nr. 2 (32.608.556)
Bin gestern zur Börseneröffnung in NYC eingestiegen. war vieleciht gar nicht schlecht der zeitpunkt...
Dividende wird gesteigert, zudem unten noch einen aktuelle Chartbericht.

Gruss space


Walt Disney Boosts Annual Dividend To 35c From 31c
By Monica M. Clark
Last Update: 4:16 PM ET Nov 28, 2007
DIS boosted its annual dividend 12.9% to 35 cents from 31 cents. The Burbank, Calif., family-entertainment and media enterprise said the dividend is payable on Jan. 11 to shareholders of record Dec. 7. Walt Disney shares closed up 3%, or 97 cents, at $32.69. End of Story



WALT DISNEY - Nachfrageseite meldet sich!


The Walt Disney Company (Nachrichten/Aktienkurs) - Kürzel: DIS - ISIN: US2546871060

Börse: NYSE in USD / Kursstand: 32,85 $

Kursverlauf vom 05.09.2004 bis 28.11.2007 (log. Kerzenchartdarstellung / 1 Kerze = 1 Woche)

Rückblick: Die WALT DISNEY Aktie befindet sich in einer mittelfristigen Kursrallye. Anfang Mai brach sie auf ein neues Mehrjahreshoch aus und etablierte eine Countertrendlinie als obere Begrenzung. In der ersten Jahreshälfte 2007 prallte sie nach einem neuen Hoch bei 36,79 $ an dieser Linie nach unten hin ab und vollzog eine dynamische Zwischenkorrektur. Diese Korrektur fiel noch in den 31,03er Bereich zurück. Diese Marke wurde gleich 2 Mal erfolgreich getestet. Ausgehend davon stieg die Nachfrageseite und die Aktie wieder an. In den letzten Handelstagen setzte die Aktie erneut in diesen Bereich zurück und bietet demzufolge eine Longchance mit verbesserten Chance/Risiko Verhältnis.

Charttechnischer Ausblick: Aufgrund der beschriebenen Stabilisierung besteht durchaus weiteres Erholungspotenzial bis an den Widerstand bei 36,79 $. Das negative Potenzial bis möglicherweise 31,03 $ steht weiterhin zur Debatte und muss als Restrisiko klassifiziert werden. Unter 31,03 $ sollte der Basiswert nicht mehr gehen, hier könnten dann auch antizyklische Longpositionen aufgelöst werden. Sobald die Aktie einen mittelfristigen Kursanstieg über 35,42 $ vollzieht, dürfte sofort unser langfristiges Kursziel bei 51,00 $ zum Tragen kommen. Kurzfristig wäre bereits ein Kursanstieg über 35,42 $ als zartes Kaufsignal zu interpretieren.



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spaceistheplace
schrieb am 30.11.07 10:58:21
Beitrag Nr. 3 (32.624.960)
Disney Shares The Wealth

Walt Disney, coming off a better-than-expected quarter, will use some of its growing profits to boost its payments to shareholders. The company's stock, however, is still not the best-yielding play in the entertainment sector.

Walt Disney (nyse: DIS - news - people ) hiked its annual dividend by 12.9% to 35 cents per share. The dividend will be paid on January 11, 2008 to shareholders who held Disney stock on December 7th, 2007.

"I’m delighted to say that 2007 was another outstanding year for the company, marked by significant creative and financial achievements," said Disney Chief Executive Officer Robert A. Iger. "With our strong balance sheet, bolstered by record 2007 earnings, Disney is in a good position to continue returning capital to shareholders even as we invest for growth."

Despite the dividend increase, shares of Walt Disney fell 11 cents, or 0.3%, to $32.58, on Thursday, as investors may have anticipated the dividend bump.

"The 12.9 percent increase in its cash dividend is a positive for Disney shareholders and in keeping with the pattern of increasing the company's cash payout by $0.04 annually the last few years," said BMO Capital Markets analyst Jeffrey Logsdon.

Based on Thursday's share price, Disney's stock now yields 1.1%. According to Revere Data, that puts Disney in the middle of the pack for dividends among entertainment companies.

CBS (nyse: CBS - news - people )'s stock yields 3.7% annually. The EMI Group (other-otc: EMIPY - news - people )'s stock yields 3.2% annually. Viacom (nyse: VIA - news - people )'s stock yields 0.7% annually.

Disney, headquartered in Burbank, Calif., is a diversified entertainment company. It operates TV networks, theme parks, and movie studios.

The company is benefiting from strong performances at its television networks. During the fourth-quarter, sales at the networks jumped 14.3% to $4.0 billion. Its networks include ABC and ESPN. (See: "Disney Does Well, But Can The Magic Last?")

The division helped the company post better-than-expected profits. It announced earlier this month a fourth-quarter profit on the continuing operations basis used by analysts of 42 cents per share. Analysts had expected 41 cents per share. (See: "Disney Does Well, But Can The Magic Last?")
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spaceistheplace
schrieb am 30.11.07 13:17:08
Beitrag Nr. 4 (32.626.772)

Disney reportedly to lift stake in India's UTV Software, take management control
By New Delhi
Last update: 5:57 a.m. EST Nov. 30, 2007
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NEW DELHI (MarketWatch) -- U.S. based Walt Disney Co. plans to acquire an additional 11%-15% stake in India's UTV Software Communications Ltd. for INR1,250 a share and gain management control of the company, the Hindustan Times reported Friday, citing unnamed industry sources.
Walt Disney, which acquired a 14.85% stake in UTV at INR200 a share in August 2006, is likely to buy the fresh shares through a private placement, the report said.
UTV Chairman Ronnie Screwvala and his associates currently own 30.67% of the company, and this stake will likely fall to 26% after the sale of fresh shares to Walt Disney, the report said.
The deal is expected to close in December, the report added.
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spaceistheplace
schrieb am 03.12.07 15:17:22
Beitrag Nr. 5 (32.647.119)
D-BOX TECHNOLOGIES INC.
D-BOX TECHNOLOGIES INC.

Attention Business Editors
D-BOX Closes Deal With Walt Disney Studios Home Entertainment

Beginning with "The Game Plan," Walt Disney Studios Home Entertainment
will include D-BOX MOTION CODE(TM) on select High Definition Blu-ray
Disc(R) titles

LONGUEUIL, QC, Dec. 3 /CNW/ - D-BOX Technologies Inc. (TSX-V: DBO.A)
announced today that it has closed a licensing agreement with Walt Disney
Studios Home Entertainment (WDSHE) to feature D-BOX MOTION CODETM on select
Blu-ray Disc releases. D-BOX MOTION CODE(TM) will initially be featured on
WDSHE's "The Game Plan," which will be available in high-def only on Disney
Blu-ray Disc on January 22, 2008.
The addition of the D-BOX MOTION CODE(TM) to the high quality picture and
sound of the Blu-ray format will transport movie-viewers in the comfort of
their homes to a new dimension and let them be part of the movie. Of course,
only those homes equipped with D-BOX motion generation systems will enjoy the
full benefit of the Blu-ray Disc-embedded with D-BOX MOTION CODE(TM).
"This is a very special time for D-BOX, as our technology will be used by
another one of the largest movie studios worldwide," stated Claude Mc Master,
President and Chief Executive Officer of D-BOX Technologies. "As a Contributor
member of the Blu-ray Disc Association, we also want to show our strong
support for the high definition Blu-ray format. We are very proud of having
Walt Disney Studios Home Entertainment on board as it will undoubtedly
accelerate the penetration of our technology worldwide and will significantly
enhance our efforts to become a world standard in the entertainment industry."
"With the amazing picture and sound quality of our High Definition
Blu-ray titles, D-BOX MOTION CODETM Technology is the perfect addition to
further engage viewers in an immersive experience," added Gordon Ho, Executive
Vice President of Worldwide Marketing, Creative Content and Business
Development for Walt Disney Studios Home Entertainment.

About D-BOX

D-BOX Technologies designs and manufactures high-technology motion
systems destined mainly for the entertainment industry. Its unique, patented
technology uses motion codes specifically programmed for each film, TV program
or video game, resulting in motion that is perfectly synchronized with
on-screen action. By forming strong industry alliances, D-BOX's award-winning
motion technology is creating a global standard in the entertainment world.
For more information, please visit www.d-box.com.
D-BOX(TM) is a registered trademark and Motion Code is a trademark of
D-BOX Technologies Inc. Other names are for informational purposes only and
may be trademarks of their respective owners.

Forward-Looking Statements

Certain statements included herein, including those that express
management's expectations or estimates of our future performance, constitute
"forward-looking statements" within the meaning of applicable securities laws.
Forward-looking statements are necessarily based upon a number of estimates
and assumptions that, while considered reasonable by management at this time,
are inherently subject to significant business, economic and competitive
uncertainties and contingencies. We caution that such forward-looking
statements involve known and unknown risks, uncertainties and other risks that
may cause our actual financial results, performance, or achievements to be
materially different from our estimated future results, performance or
achievements expressed or implied by those forward-looking statements.
Numerous factors could cause actual results to differ materially from those in
the forward-looking statements, including without limitation, our ability to
achieve increased market acceptance for our product offerings and penetrate
new markets; the existence of undetected errors or similar problems in our
products; our ability to manage our growth; our ability to compete
successfully; potential liabilities; maintaining our intellectual property
rights and litigation involving intellectual property rights; our dependence
on the expertise of our key personnel; and our access to sufficient capital to
fund our future requirements. This list is not exhaustive of the factors that
may affect any of our forward-looking statements. Investors are cautioned not
to put undue reliance on forward-looking statements. All subsequent written
and oral forward-looking statements attributable to D-BOX or persons acting on
our behalf are expressly qualified in their entirety by this notice. We
disclaim any intent or obligation to update publicly these forward-looking
statements, whether as a result of new information, future events or
otherwise. Risks and uncertainties about our business are more fully discussed
in our Annual Report.

The TSX Venture Exchange does not accept responsibility for the adequacy
or accuracy of this release.
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spaceistheplace
schrieb am 04.12.07 07:28:52
Beitrag Nr. 6 (32.654.686)
Shanghai determined to build own Disney

Kathy Wang and Benjamin Scent

Tuesday, December 04, 2007

A competitor to the already troubled Hong Kong Disneyland may emerge sooner than expected because Shanghai has expressed determination to build its own Disneyland theme park starting 2010, when it hosts the World Expo, according to mainland media reports.

The proposed location for the attraction has switched from suburban Chuansha town in Shanghai's Pudong district to Chongming Island, the China Business Journal reported, quoting an unidentified source.

Project investment has also increased to 40 billion yuan (HK$42.12 billion), from the previous plan of 30 billion yuan.

Negotiations for a Shanghai Chuansha Disneyland was stopped last year when the probe into the city's pension fund began, the China Business Journal said.

Walt Disney Corporation has resumed talks with the Shanghai government recently for a possible shift in location, according to the newspaper report.

Chuansha's main advantage is its location. Only 10 minutes away from Shanghai Pudong International Airport, the easy access would allow airport transit passengers to visit the park for up to 48 hours without needing a visa.

But as it is also within the Shanghai Pudong area, any future land expansion would be very difficult.

Chongming Island, situated at the mouth of Yangtze River, has a population of 650,000 and an area of nearly 1,200 square kilometers. Its main advantage over Chuansha is that it is "virgin territory," according to the report.

The undeveloped island is said to be more suitable for a theme park, allowing it to adopt the same model as Disney World Orlando in Florida and be a "back to nature" park.

The Chongming county government has had plans to develop the island since 2004 and already set aside land for a theme park as part of its plans to develop the economy in an environmentally friendly way.

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spaceistheplace
schrieb am 04.12.07 12:55:02
Beitrag Nr. 7 (32.657.916)

Walt Disney acquires iParenting Media
By Simon Kennedy
Last update: 6:11 a.m. EST Dec. 4, 2007
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LONDON (MarketWatch) -- Walt Disney Co. said Tuesday that its Internet division has acquired iParenting Media in a deal intended to add to its line-up of family-targeted Web sites. Terms of the deal were not disclosed. "IParenting has built a strong, trusted reputation among parents, and we feel the site is a perfect complement to our overall portfolio," said Paul Yanover, managing director of Disney Online
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spaceistheplace
schrieb am 06.12.07 23:44:54
Beitrag Nr. 8 (32.691.803)
ist zwar nicht die riesen Position, aber immerhin:

Disney Director Buys Shares
Thursday December 6, 3:57 pm ET
Disney Director Orin Smith Buys 3,100 Shares

NEW YORK (AP) -- A director of entertainment company Walt Disney Co. bought 3,100 shares of common stock, according to a Securities and Exchange Commission filing Wednesday.

In a Form 4 filed with the SEC, Orin Smith reported he bought the shares for $32.86 to $32.87 apiece.

Insiders file Form 4s with the SEC to report transactions in their companies' shares. Open market purchases and sales must be reported within two business days of the transaction.

Disney is based in Burbank, Calif.
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spaceistheplace
schrieb am 10.12.07 07:37:45
Beitrag Nr. 9 (32.710.704)
Hier ne Analyse eines US-Brokers, ganz interessant. Übrigens, DIS notiert heute in den USA exD.


THE STOCKPICKERS
Fund's managers swing wide for value
Sound Shore finding relative bargains in tech, health care and media
By Murray Coleman, MarketWatch
Last update: 4:47 p.m. EST Dec. 9, 2007
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SAN FRANCISCO (MarketWatch) -- In a tough year for value-focused managers, the Sound Shore Fund's team is staying above water.

......

Walt Disney Co.
The managers are also bullish about Walt Disney Co.
Free cash flow is key to evaluating media firms, DeGulis says. Disney's free cash flow is expected to equal about $2.35 per share in fiscal 2008, which ends in September.
"That should be slightly above earnings of $2.15 a share," DeGulis said. "That's a very healthy situation. Generally for the S&P 500, free cash flow is about half of EPS."
The most misunderstood piece of the entertainment giant is its ESPN property, he adds. It's part of Disney's cable networks unit, which has grown from about $1 billion in operating profits in 2002 to a forecasted $3.7 billion in fiscal 2008. "We expect that to represent about half the entire company's operating profit," DeGulis said.
While ESPN is the engine, the Disney Channel and other cable networks also provide support. "Their original programming in sports and entertainment is proving to be very popular," DeGulis said. "They've got they've got the best pure-play content of anybody in the business."
He adds that sports-viewing demand is growing in double-digits each year. "ESPN just signed a long-term deal with the international cricket league, which is immensely popular in the U.K. and Asia," DeGulis said. "We think ESPN has 10-15% earnings growth easily for the next five years."
Shares of Disney rose 7 cents to $32.79 on Friday. End of Story.
Murray Coleman is a reporter for MarketWatch in San Francisco
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spaceistheplace
schrieb am 12.12.07 07:24:38
Beitrag Nr. 10 (32.734.472)
China Said to Block U.S. Films

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By DAVID BARBOZA
Published: December 11, 2007

SHANGHAI, Dec. 11 — China has stopped granting permission for American films to be shown in its cinemas in an apparent trade dispute with the United States, according to several Hollywood executives and United States government officials.

The Chinese government has not announced any ban, but American movies are no longer being approved for release early next year, according to the officials, who spoke on the condition of anonymity.

The Chinese action, these officials said, may be in retaliation for the United States decision last April to file an intellectual property rights case with the World Trade Organization. The filing was meant to pressure China to more strictly enforce its intellectual property rights laws and to give American companies greater access to the Chinese market.

At high-level economic talks held in Beijing today, United States government officials said they had raised the issue of the ban or suspension of film approvals, but the officials did not say how China responded.

According to the officials, Chinese leaders expressed strong displeasure with the decision to file the intellectual property rights case earlier this year.

The State Administration of Radio, Film and Television, which regulates China’s film industry, declined to comment. A spokeswoman at the agency’s Beijing office said by telephone that if a ban was in place it would have been publicly announced.

“If you can find the regulation banning films, it means we have; if you cannot find any information on our Web site, it means we haven’t,” said the spokeswoman, who declined to give her name.

China already has restrictions on foreign films shown here, limiting them to about 20 a year, but Hollywood has been pressing for greater access to Chinese cinemas. Films shown here must also pass Chinese censors and are often edited heavily.

China may also be moving to protect its own film industry. Foreign films — mostly from the United States — typically account for nearly half of China’s box office revenues, which topped $350 million in 2006.

This year, the Hollywood film “Transformers” was the top film at the Chinese box office.

The month of December, though, is generally set aside for Chinese films, so there are few American films now being shown in Chinese cinemas.

Hollywood executives said they were very worried about talking about any ban, which they say has been rumored in China for more than a month.

In recent weeks, Hollywood officials say they have attempted to submit films for approval to be shown early next year and the films were either not accepted by regulators or the requests were ignored or delayed.

“It’s not that they aren’t approving, you’re just not hearing anything from them,” one Hollywood executive said.

Officials working for three of the biggest studios operating here, Sony Pictures Entertainment, Warner Brothers and Walt Disney, all declined to comment today.

The Motion Picture Association of America, which has been pressing for greater market access and more enforcement of intellectual property rights laws, was not available for comment today.

The trade dispute over movies is just one among many now playing out between China and the United States, involving everything from currency reform to food safety to China’s booming trade surplus.

Among the worries in China is that the United States and the European Union may be moving toward increasing protectionism as a way to ease trade deficits.

Intellectual property rights are also a leading area of dispute. Last April, the office of the United States trade representative filed a case against China with the World Trade Organization concerning intellectual copyrights and market access. It covers authors and producers of books, music, movies and other goods.

The largest and most prominent of those goods are American movies, which are popular in theaters in China but also widely available on counterfeit DVDs in most large cities, particularly those films that have never been released in China.

Earlier this year, after the United States filed its case, Chinese officials complained it would not help cooperation between the two countries.

“I don’t deny that I.P.R. infringement and piracy occurs in the Chinese market, but that doesn’t mean the United States is founded to file complaints against China in the W.T.O.,” said Wang Ziqiang, a spokesman for China’s National Copyright Administration.

Chinese officials say they have moved aggressively to crack down on copyright violations and piracy and destroyed more than 70 million counterfeit goods in 2006.