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Nomura Analyst Explains Why Disney Is An 'Anti-Media Company'
Wednesday, February 4, 2015 - 4:43pm | 388Read More...Walt Disney Co (NYSE: DIS) declared much better-than-expected fourth-quarter earnings on back of continued roaring success of “Frozen,” which sent its stock soaring to an all-time high of $101.94. The company reported EPS of $1.27, compared to $1.03 a share reported in the same...
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Nomura: How Losing Apple Could Hurt Google
Wednesday, January 7, 2015 - 1:05pm | 235Read More...Nomura analyst Anthony DiClemente on Wednesday commented on Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and Apple Inc. (NASDAQ: AAPL). DiClemente noted that “Google has always been the default search engine in Apple’s Mobile Safari browser on the iPhone and iPad, but according to an...
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UPDATE: Nomura Upgrades Yahoo
Wednesday, October 29, 2014 - 10:31am | 183Read More...Nomura upgraded Yahoo! Inc. (NASDAQ: YHOO) Wednesday from Neutral to Buy and raised its price target from $40 to $57. Analyst Anthony DiClemente believed "Yahoo has the clear potential to unlock significant value for investors by monetizing its Alibaba and Yahoo Japan stakes in a tax-...
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Nomura Cautious On Netflix, Inc. Estimates
Thursday, September 18, 2014 - 4:06pm | 128Read More...Analysts at Nomura lowered their fiscal year 2015 and 2016 EPS estimates for Netflix, Inc. (NASDAQ: NFLX) due to greater-than-expected international expansion costs. Analysts at the firm feel that Netflix may struggle to gain market share in Europe due to the well-positioned competition of its...
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Twitter Moving On Two Analysts' Comments
Thursday, May 29, 2014 - 8:18am | 319Read More...Shares of Twitter (NYSE: TWTR) have seen almost a two percent gap-up in pre-market trading after Cantor Fitzgerald upgraded the stock from Hold to Buy. This announcement comes after shares rose 10.69 percent Wednesday on a Nomura upgrade. Twitter has much less of an addressable market than...
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Investors Bullish On Twitter After Upgrade At Nomura
Wednesday, May 28, 2014 - 11:11am | 74Read More...In a report issued Wednesday, Nomura upgraded its rating of Twitter (NYSE: TWTR) from Neutral to Buy with a target price of $43. Analyst Anthony DiClemente sees that the risk/reward for Twitter is favorable and that now given the possibility that product enhancements will "rejuvenate" user growth...
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Nomura Addresses Concerns About Recent News Related To Google
Monday, March 3, 2014 - 9:36am | 196Read More...In a report published Monday, Nomura analyst Anthony DiClemente reiterated a Buy rating and $1,400.00 price target on Google (NASDAQ: GOOG). In the report, Nomura noted, “We want to address a concern we have recently been hearing from investors on the capex and opex implications of Google Fiber,...
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Analyst Reactions To Netflix Earnings: Bears vs. Bulls
Thursday, January 23, 2014 - 4:15pm | 844Read More...On Wednesday, Netflix (NASDAQ: NFLX) released its fourth quarter results. The company reported an EPS of $0.79, above the consensus estimate of $0.65. Revenue of $1.175 billion beat the consensus estimate of $1.167 billion. The bulls JPMorgan: Strong quarter, strong outlook Doug Anmuth,...
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UPDATE: Nomura Maintains on Netflix, Raises PT
Thursday, January 23, 2014 - 9:54am | 182Read More...In a report published Thursday, Nomura analyst Anthony DiClemente maintained a Neutral rating on Netflix (NASDAQ: NFLX), raising its price target to $375.00 from $360.00. According to the report, while analysts remain positive on the market opportunity for NFLX within the context of their Neutral...
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UPDATE: Nomura Initiates Coverage on Scripps Networks Interactive
Wednesday, January 15, 2014 - 10:43am | 107Read More...In a report published Wednesday, Nomura analyst Anthony DiClemente initiated coverage on Scripps Networks Interactive (NYSE: SNI) with a Neutral rating, establishing a $85.00 price target. According to the report, SNI benefits from a well-managed collection of lifestyle genre brands – TV brands...
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UPDATE: Nomura Initiates Coverage on AMC Networks
Wednesday, January 15, 2014 - 10:40am | 137Read More...In a report published Wednesday, Nomura analyst Anthony DiClemente initiated coverage on AMC Networks (NASDAQ: AMCX) with a Neutral rating, establishing a $70.00 price target. According to the report, “We see three themes for AMCX: 1) the company's content strategy for serialized TV lends...
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UPDATE: Nomura Initiates Coverage on Viacom
Wednesday, January 15, 2014 - 10:39am | 127Read More...In a report published Wednesday, Nomura analyst Anthony DiClemente initiated coverage on Viacom (NASDAQ: VIAB) with a Neutral rating, establishing a $90.00 price target. According to the report, the analysts believe that consistent global affiliate fee trends and robust shareholder buybacks are...
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UPDATE: Nomura Initiates Coverage on Time Warner
Wednesday, January 15, 2014 - 10:38am | 124Read More...In a report published Wednesday, Nomura analyst Anthony DiClemente initiated coverage on Time Warner (NYSE: TWX) with a Neutral rating, establishing a $72.00 price target. According to the report, as exemplified by its material multiple expansion in 2013E, it is believed it is now well understood...
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UPDATE: Nomura Initiates Coverage on Discovery Communication
Wednesday, January 15, 2014 - 10:37am | 135Read More...In a report published Wednesday, Nomura analyst Anthony DiClemente initiated coverage on Discovery Communication (NASDAQ: DISCA) with a Buy rating, establishing a $100.00 price target. According to the report, given its expertise in leveraging content across regions, it is believed DISCA is...
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UPDATE: Nomura Initiates Coverage on Twenty-First Century Fox
Wednesday, January 15, 2014 - 10:27am | 128Read More...In a report published Wednesday, Nomura analyst Anthony DiClemente initiated coverage on Twenty-First Century Fox (NASDAQ: FOXA) with a Buy rating, establishing a $40.00 price target. According to the report, while FOXA currently trades roughly in line with its large-cap peers, we think it...



