INTEGER INVESTMENTS

Disney (NYSE:DIS) is one of the best brands in the world and has grown significantly over the past two decades, transforming itself from a minor film studio to one of the largest multimedia conglomerates. The company recently announced a shift toward direct-to-consumer distribution and is planning to launch an ESPN-branded streaming platform in 2018 and a Disney-branded platform in 2019. The company also held now abandoned talks with 21st Century Fox (NASDAQ:FOXA)... To conti

- The company now trades at a near 20% discount to the market. - Disney’s shift towards direct-to-consumer distribution could provide huge potential upside. - The company's FY18/19 release schedule and strength of Parks and Resorts will have a positive impact on future earnings growth. - Here we discuss the qualitative factors that we believe will drive Disney’s growth with specific focus on the Studio Entertainment and Parks and Resorts segments. - Our target price is $110.

- Voice search is a threat to core search business, along with other trends. - However, voice search will not be feasible for all search requests. - Data collection also has the potential for wide monetisation. To read the full article click here. #Stocks #stockmarket #Disney #ESPN

- The US last week announced a $110B arms sale to Saudi Arabia, part of a $350B 10-year strategic agreement. - The deal signals a broad shift toward military build-up and a willingness to arm allies abroad. - Raytheon looks set to benefit from the shifting geopolitical landscape led by an American desire to show strength. - Raytheon’s consolidation as an indispensable munitions supplier positions it for growth in the Trump era. To read the full article click here. #Stocks #st

-ESPN continues to lose subscribers as people resort to cord cutting and online streaming. - ESPN is a drag on Disney as the sports channel leads to a drop in revenue. - Disney’s Beauty and Beast dominates the box office. - In this article we speculate on the strategic initiatives that would benefit the company by significantly reshaping its businesses. To read the full article click here. #Stocks #stockmarket #Disney #ESPN