IP经济热潮正席卷全球资本市场。近期，日本三丽鸥、万代南梦宫、任天堂等知名IP运营商股价纷纷逼 近或创下历史新高；美国迪士尼公司股价也于6月30日创下近3年新高；而中国公司泡泡玛特旗下的 LABUBU火爆全球，最近一年其股价涨幅超过500%。 三丽鸥旗下最为中国粉丝熟知的IP是Hello Kitty（凯蒂猫），万代南梦宫旗下拥有龙珠、海贼王、高达 等IP。任天堂则以游戏IP为主，旗下马力欧、宝可梦等经典IP在国内有很高的知名度。 如果将时间往前推就会发现，全球IP运营商的集体上涨，已经持续了相当长一段时间。比如三丽鸥从 2022年6月就开始上涨并持续至今。任凭市场波动，万代南梦宫和任天堂的上涨，几乎都持续了十年以 上。 IP运营商股价的强势表现，首先得益于其对经典IP的成功运营。拿拥有奥特曼IP的日本圆谷公司来说， 奥特曼是一个诞生近60年的IP，前两年，凭借奥特曼卡牌在中国市场的成功，圆谷公司收入大涨。2022 年1月到2023年8月其股价涨幅超过1000%。 经典IP的一个显著的特点是其拥有"穿越周期"的能力。历经数十年，即便社会发展已天翻地覆，消费品 类大为丰富，消费方式和消费习惯都有很大的改变，但围绕 ...

Core Insights - The markets started 2025 strong but have faced increased volatility due to the Trump administration's tariff plans and geopolitical uncertainties, leading to cautious investor behavior [1] Stock Selection Strategy - A conventional method for selecting stocks is focusing on those with steady sales growth, with The Walt Disney Company (DIS), Agnico Eagle Mines Limited (AEM), Adobe Inc. (ADBE), and Xylem Inc. (XYL) highlighted as potential candidates [2][10] - Revenue growth is prioritized over earnings as it indicates an expanding customer base and long-term potential, while stagnant revenue may signal operational challenges [3] - An effective investment strategy should also analyze a company's cash position alongside sales, as strong cash reserves and healthy cash flow provide flexibility for growth and stability [4] Screening Parameters - Stocks are shortlisted based on criteria including 5-Year Historical Sales Growth (%) greater than the industry average and Cash Flow exceeding $500 million [5] - Additional metrics include a Price-to-Sales (P/S) Ratio lower than the industry average, positive % Change in F1 Sales Estimate Revisions, Operating Margin greater than 5%, Return on Equity (ROE) above 5%, and a Zacks Rank of 1 or 2 [6][7][8] Company Highlights - The Walt Disney Company (DIS) has a projected sales growth rate of 4.1% for 2025 and currently holds a Zacks Rank of 2 [11] - Agnico Eagle Mines (AEM) is expected to see a sales growth rate of 24.6% in 2025 and has a Zacks Rank of 1 [12] - Adobe Inc. (ADBE) anticipates a sales increase of 9.5% for fiscal 2025 and holds a Zacks Rank of 2 [12] - Xylem Inc. (XYL) has a projected sales growth of 2.2% for 2025 and also carries a Zacks Rank of 2 [13]

Core Viewpoint - Walt Disney's stock has reached a multi-year high, indicating a potential breakout from a long-standing trading range, driven by strong earnings and increased investor confidence [1][2]. Group 1: Stock Performance - Disney's stock price hit $123.51, marking a 0.40% decrease, but it is at its highest level since August 2022 [1]. - The stock has rallied over 50% since April, positioning it as a significant comeback play for the summer [2]. - Analysts have raised price targets, with Jefferies upgrading Disney to a "Buy" and setting a new target of $144, while Guggenheim and Rosenblatt have targets of $140 [3]. Group 2: Revenue Drivers - Positive trends in Disney World bookings and the introduction of two new cruise ships in 2026 are expected to generate up to $1.5 billion in additional revenue [4]. - The diversification efforts of Disney are seen as a strong factor for top-line growth, contributing to the stock's upward momentum [4]. Group 3: Technical Analysis - Disney's stock has struggled to break through the $125 resistance level for nearly two years, but recent price action suggests a potential breakout [6]. - If the stock maintains its momentum, it could surpass $130 in the short term, making the path to Jefferies' $144 target more achievable [7]. - The stock's Relative Strength Index (RSI) is nearing 78, indicating it is in overbought territory, which could suggest a near-term cooldown but also reflects a strong upward trend [8][10]. Group 4: Analyst Sentiment - The current consensus among analysts is a "Moderate Buy," with a 12-month price forecast averaging $125.79, indicating a potential upside of 1.99% [8]. - Despite the positive outlook, there is caution regarding the upcoming earnings report in August, as high expectations could lead to volatility if results do not meet investor sentiment [10].

Market Capitalization Summary - Oracle has a market capitalization of 806.88 billion, while Visa stands at 655.99 billion [2] - Procter & Gamble has a market capitalization of 378.02 billion, and ExxonMobil is at 512.70 billion [2] - Mastercard's market capitalization is 470.87 billion, and Bank of America is at 375.11 billion [2] - UnitedHealth has a market capitalization of 308.53 billion, while ASML is at 310.77 billion [2] - Coca-Cola's market capitalization is 295.75 billion, and T-Mobile US Inc is at 273.60 billion [2] Stock Performance - Oracle's stock increased by 0.46 (+0.47%), while Visa's rose by 0.47 (+0.13%) [2] - Procter & Gamble's stock saw a slight increase of 2.68 (+0.48%), while ExxonMobil's stock increased by 1.92 (+1.20%) [2] - Mastercard's stock increased by 1.46 (+1.35%), and Bank of America's stock rose by 3.15 (+2.06%) [2] - UnitedHealth's stock decreased by 11.21 (-1.40%), while ASML's stock increased by 0.93 (+1.31%) [2] - Coca-Cola's stock increased by 14.05 (+4.50%), and T-Mobile US Inc's stock rose by 3.31 (+1.39%) [2] Additional Company Insights - McDonald's has a market capitalization of 212.78 billion, while AT&T is at 207.73 billion [3] - Uber's market capitalization is 192.79 billion, and Verizon's is at 184.08 billion [3] - Caterpillar's market capitalization is 183.87 billion, while Qualcomm is at 174.99 billion [3] - BlackRock has a market capitalization of 163.25 billion, and Citigroup is at 161.13 billion [3] - Boeing's market capitalization is 158.16 billion, while Pfizer is at 142.36 billion [3] Recent Market Movements - Intel's stock increased by 0.45 (+1.99%), while Dell Technologies rose by 0.82 (+0.16%) [4] - Rio Tinto's market capitalization is 746.07 billion, and Newmont is at 654.78 billion [4] - General Motors has a market capitalization of 494.87 billion, while Target is at 472.00 billion [4] - Ford's market capitalization is 451.14 billion, and Valero Energy is at 432.26 billion [4] - Vodafone's market capitalization is 241.45 billion, while Pinterest is at 270.30 billion [5]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1][2]. Company Analysis: Walt Disney (DIS) - Walt Disney currently holds a Momentum Style Score of A, indicating strong momentum characteristics [3]. - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to the market [4]. - Over the past week, DIS shares increased by 4%, outperforming the Zacks Media Conglomerates industry, which rose by 1.51% [6]. - In a longer timeframe, DIS shares have risen by 48.87% over the past three months and 26.49% over the past year, significantly outperforming the S&P 500's gains of 10.83% and 14.92%, respectively [7]. - The average 20-day trading volume for DIS is 9,671,427 shares, indicating strong trading activity [8]. Earnings Outlook - In the last two months, 9 earnings estimates for DIS have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $5.45 to $5.78 [10]. - For the next fiscal year, 9 estimates have also moved higher, reflecting positive sentiment regarding DIS's earnings potential [10]. Conclusion - Given the strong momentum indicators and positive earnings outlook, DIS is positioned as a promising investment opportunity with a Momentum Score of A and a Zacks Rank of 2 (Buy) [12].

A new and an updated attraction hope to keep turnstile clicks coming at both domestic resorts with a new Marvel movie hoping to keep Disney's stock upticks coming.Shares of Walt Disney (DIS -0.79%) enter July with a head of steam. The media giant's stock hit fresh 52-week highs in each of the last three trading days in June. The shares have soared 36% in the last two months, and Disney is soundly beating the market in 2025 for the first time in five years.It's summertime, but Disney isn't taking a vacation. ...

Core Viewpoint - Walt Disney's shares have shown significant movement, increasing by 9.8% over the past month and reaching a new 52-week high of $124.69, with an 11.4% gain since the start of the year, slightly below the Zacks Consumer Discretionary sector and Zacks Media Conglomerates industry returns [1] Financial Performance - Disney has consistently exceeded earnings expectations, reporting an EPS of $1.45 against a consensus estimate of $1.18 in its last earnings report on May 7, 2025, and beating revenue estimates by 2.1% [2] - For the current fiscal year, Disney is projected to achieve earnings of $5.78 per share on revenues of $95.15 billion, reflecting a 16.3% increase in EPS and a 4.14% increase in revenues. The next fiscal year is expected to see earnings of $6.35 per share on $100.56 billion in revenues, indicating a year-over-year change of 10% and 5.69%, respectively [3] Valuation Metrics - Disney's stock currently trades at 21.5 times the current fiscal year EPS estimates, slightly below the peer industry average of 22.4 times. On a trailing cash flow basis, it trades at 12.7 times compared to the peer group's average of 9.7 times, with a PEG ratio of 1.81, suggesting it is not among the top value stocks [7] Zacks Rank and Style Scores - Disney holds a Zacks Rank of 2 (Buy) due to rising earnings estimates, which is favorable for investors looking for stocks with strong potential. The company has a Value Score of B, a Growth Score of B, and a Momentum Score of A, resulting in a combined VGM Score of A [6][8]

Core Points - A girl and her father were rescued after the girl fell overboard from a Disney cruise ship returning from The Bahamas to Florida [1][3] - Eyewitnesses described the incident as horrific, with one passenger noting the child was sitting on the rail while a picture was being taken [1][2] - Disney Cruise Lines praised their crew for their exceptional skills and prompt actions, ensuring the safe return of both guests within minutes [3][7] Eyewitness Accounts - A passenger playing bingo witnessed the commotion and the rescue, expressing concern for the child and father [2] - Another eyewitness reported that everyone cheered when it was announced that the father and daughter were safe [5] - The mother of the child commended the Disney Cruise Line staff for their phenomenal response, noting the rescue took about 10 to 15 minutes [7]

Group 1 - Disney's stock remains significantly below its peak despite the company's recovery since the lockdowns, indicating potential undervaluation [1] - The company possesses invaluable intellectual property and theme parks that contribute to its fundamental strength [1] Group 2 - The analyst has over 10 years of experience researching various companies across multiple sectors, including commodities and technology [1] - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, researching hundreds of companies [1] - The analyst expresses a preference for covering metals and mining stocks but is also comfortable with other industries such as consumer discretionary, REITs, and utilities [1]

Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify companies with durable business models, mispriced cash flow potential, and intelligent capital allocation. Built on institutional standards, Moretus Research combines rigorous fundamental analysis with a high-signal, judgment-driven process—eschewing noise, narrative, and overl ...