Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Walt Disney Company: Merchandise Marketing Through Disney+ & Other Drivers

Walt Disney Company: The HYBE Partnership

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Event-Driven

<ul>
<li>On 21 November, The Walt Disney Co announced that it has replaced the incumbent CEO Bob Chapek with Bob Iger who has successfully headed Disney previously for nearly 15 years.</li>
<li>We believe this is a wonderful change and will have a huge impact in turning around Disney's share price which is down nearly 50% from its peak in March 2021.</li>
<li>The previous CEO Bob Chapek did not focus enough on delivery great contents. Rather, the company got involved too much in politics turning off millions of customers. </li>
</ul>


On 21 November, The Walt Disney Co announced that it has replaced the incumbent CEO Bob Chapek with Bob Iger who has successfully headed Disney previously for nearly 15 years.
We believe this is a wonderful change and will have a huge impact in turning around Disney's share price which is down nearly 50% from its peak in March 2021.
The previous CEO Bob Chapek did not focus enough on delivery great contents. Rather, the company got involved too much in politics turning off millions of customers. 


Disney Replaces Bob Chapek with Bob Iger - Will The Magic Return at Disney?