2023年7月5日

MultiChoice,生于付费电视和科技公司见证了其股价大幅下跌后在其评级下调摩根大通(JP Morgan Chase & Co .)股价下跌11.73%,至27日格林尼治时间后在早盘交易中下跌12%左右。经纪公司,据路透社报道,修订MultiChoice的股票评级从“中性”至“减持”,指示一个期望的股票表现不佳与其他报道宇宙未来6到12个月的股价的影响。因此,这个建议意味着投资者应考虑出售公司的股票。该公司下调摩根大通认为它打算“把更多的钱在Showmax比市场预期,“说Casparus Treurnicht, Gryphon资产管理公司投资组合经理。下调导致MultiChoice产生明显影响的股价在周二的交易时段。股票在N3907 (ZAR94.76),但经历了大幅下降,其份额N3401 16:25 (ZAR82.49),代表减少近13%。原因下调评级下调摩根大通决定MultiChoice评级受到其认为公司打算分配笔钱要明显大于Showmax比市场预期。MultiChoice应对全球竞争的球员如Netflix,迪斯尼+和Amazon Prime的视频,它已经投入数十亿美元Showmax提高其市场地位。然而,Netflix和Amazon Prime的视频,特别是,一直大力投资生产当地的原创内容,Showmax的关键策略。此外,MultiChoice面临另一个挫折时透露,亚马逊成功挖走一个高管在南非领导其业务。 This loss of talent raises concerns about MultiChoice’s ability to navigate the competitive landscape effectively. In its pursuit to strengthen its video streaming offerings, MultiChoice recently entered into a partnership with Comcast’s NBCUniversal and Sky, forming the new Showmax Group. This collaboration involves migrating the Showmax app to the underlying technology of Comcast’s successful Peacock streaming service, which has amassed over 20 million subscribers in the United States. MultiChoice’s increased investment in Showmax was one of the contributing factors behind the reported R2.9 billion loss for the financial year that ended in March 2023, leading to the company’s decision to withhold dividend payments to shareholders. MultiChoice’s declining share price, coupled with JP Morgan’s downgrade, highlights the challenges the company faces as it seeks to compete in the evolving pay-TV and streaming industry. MultiChoice hikes DStv prices three times in Kenya in less than a year MultiChoice, the operator of DStv and GOtv in the Kenyan market, announced a forthcoming price hike for its services, set to take effect on August 1, 2023. This will be the third price adjustment within a year, and it is expected to elicit strong disapproval from users who are already discontent with the company’s pricing strategy. Under the new pricing structure, DStv Premium subscribers will face a monthly fee of KES 9900 ($70), up from the previous cost of KES 9500 ($68). Compact Plus subscribers will see an increase to KES 6200 ($44) per month, compared to the previous rate of KES 5900 ($42). Family and Access package subscribers will also experience price hikes, with monthly fees rising to KES 1850 ($13) and KES 1300 ($9) from the previous charges of KES 1750 ($12) and KES 1250 ($8.8), respectively. GOtv users will also be affected by the price adjustments. The SUPA plan will now cost KES 1900 ($13.5), up from KES 1750 ($12), while the Max tier will be priced at KES 1450 ($10.3), an increase from KES 1350 ($9.6). This latest price hike comes less than a year after MultiChoice faced significant backlash for previous adjustments to its pricing plans. Users, particularly sports enthusiasts, expressed frustration as MultiChoice holds a dominant position in sports streaming in Kenya, leaving them with limited alternatives to access live games other than through DStv’s satellite signals. The company has long been criticized for its high package prices, and these recurrent price increases have added to the dissatisfaction of Kenyan subscribers. MultiChoice Kenya has attributed these changes to high inflation and operating costs, a rationale commonly cited by companies in Kenya. However, customers remain skeptical of the justifications provided. Technext Newsletter