A successful merger with WBD by Netflix could help enhance its moat and profitability in the long term and benefit its stock investors but the likelihood of struggling to get this deal confirmed and approved in the next 12-18 months or longer could be bad for its stock price during this period. Investors should avoid dip buying now unless NFLX drop towards US$80 or if Paramount looks set to win this bidding war and take Warner Brothers away from Netflix.
陳俊文(Norman)是一位獨立投資策略師,擁有超過30年專業投資經驗,曾在家族辦公室、銀行、精品基金公司、財富管理公司工作。在其職業生涯中,管理過多種資產,包括全球股票投資組合、多元資產投資組合、基金中的基金和可轉換債券基金。Norman對全球金融市場及多種投資資產具深入了解,包括全球股票、債券(高等級、高收益、混合、可轉換)、衍生性商品(選擇權、認股權證、掉期等)以及各類多頭和多頭產品對沖基金。他經常接受媒體採訪,並曾擔任多家大專院校專業金融課程的客座講師。











