Streaming and ESPN+ on the rise

M N 11 Mar 2024 CMB International Global Markets | Equity Research | Initiation Walt Disney Co (DIS US) Streaming and ESPN+ on the rise BUY Leveraging its notable IP and diversified portfolio, we expect Disney to benefit from Target Price US$142.0 streaming & sports industry tailwinds and cost control initiatives. After unveiling Up/Downside 28.7% decent 1QFY24 results, Disney has shown significant narrowing of loss on Current Price US$110.3 streaming, improving group efficiency, and strategic expansion on ...