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Netflix creció 9%. Es recomendable comprar las acciones

Este lunes Netflix se apreció 9% después de que el contenido de la compañía obtuvo cinco globos de oro (el prestigioso premio, se considera el segundo más importante después de Oscar). Los valores de esta empresa se encarecieron siete veces en últimos 8 días comerciales. Ahora las acciones están 25% por debajo del nivel récord de julio del año pasado.
Para Netflix cinco globos significan que las inversiones de la empresa en la producción del contenido original se recuperan. La empresa ganó más premios que cualquier otro servicio del streaming o de la red, siendo galardonada con tres premios por contenido de televisión y con dos por películas. El principal competidor de Netflix que es Amazon Prime Video obtuvo nada más que dos globos de oro, HBO recibió un solo premio.
Netflix se prepara para la competencia más fuerte. Este año Disney planea borrar todo su contenido de Netflix, ya que planea crea su propio streaming – Disney+. Por eso el contenido propio de calidad es un factor clavé para el crecimiento del número de suscriptores. Netflix planea aumentar dos veces la producción del contenido original.
Conforme al análisis de scouts financieros de Libertex, el valor de la empresa puede crecer 20% este año hasta 400 dólares por la acción. Muchas agencias analíticas ya incluyeron Netflix en su lista de recomendaciones. Es recomendable abrir las posiciones después de la publicación del informe trimestral el 17 de enero.

Preparado por Iván Marchena, experto analítico de Libertex