Netflix(US:NFLX) Zhi Tong Cai Jing·2025-12-12 01:29Group 1 - Market concerns over Netflix's (NFLX.US) proposed acquisition of Warner Bros. Discovery (WBD.US) led to a $40 billion drop in Netflix's market value within six trading days [1] - Retail investors view the decline as a strong buying signal, with Netflix becoming the third most actively traded stock on the Interactive Brokers platform during the week ending Monday [1][4] - Data from Morgan Stanley indicates robust retail buying interest, with Fidelity reporting buy orders outnumbering sell orders by more than three to one [1] Group 2 - Netflix's stock price fell 15% from December 2 to December 10, marking its worst six-day streak since May 2022, and has dropped 23% over the past two months due to concerns about revenue growth and risks associated with the Warner Bros. Discovery acquisition [1] - The potential for a bidding war, following Paramount Global's $108 billion hostile takeover bid for Warner Bros. Discovery, and antitrust concerns raised by former President Trump have heightened market anxiety [1] - Retail interest in Netflix has surged since late October when reports emerged about the company's exploration of acquiring Warner Bros. Discovery, with Vanda Research noting over $520 million in purchases by retail investors since then [4] Group 3 - Despite a strong start to the year with a 50% increase by mid-year, Netflix's stock has reversed course in the second half, declining 30% and becoming the seventh worst performer in the Nasdaq 100 index [4] - Currently, Netflix's stock is trading at a price-to-earnings ratio of 31 times expected earnings for the next 12 months, near its lowest level in over a year and below its five-year average of 34 times [4]