Question-and-Answer SessionI can go as fast as you can go. Maybe we can just start out big picture, strategy, talk about the interplay of FOX One, Tubi, the linear assets?Lachlan MurdochExecutive Chairman & CEO Sure. Thank you. Look, big picture, our businesses are firing on all cylinders. We've got tremendous momentum across both our -- all of our brands and advertising revenue and also our distribution revenues. So it's going incredibly well. The strategy was set back in 2019 when we sold majority of our ...

Question-and-Answer SessionI can go as fast as you can go. Maybe we can just start out big picture, strategy, talk about the interplay of FOX One, Tubi, the linear assets?Lachlan MurdochExecutive Chairman & CEO Sure. Thank you. Look, big picture, our businesses are firing on all cylinders. We've got tremendous momentum across both our -- all of our brands and advertising revenue and also our distribution revenues. So it's going incredibly well. The strategy was set back in 2019 when we sold majority of our ...

(Reuters) -Fox Corp CEO Lachlan Murdoch said on Wednesday the settlement over the Murdoch Family Trust is "great news for investors" and will provide clarity and continuity to the company's strategy, in his first public remarks since the agreement. The deal, announced on Monday, cemented the control of Rupert Murdoch's politically conservative son over the media empire that includes Fox News and the Wall Street Journal, ending a protracted succession battle. "It gives us a clarity about our strategy goin ...

Paramount said on Wednesday that Meta executive Dane Glasgow will join the media company as its chief product officer. ...

Fox (NasdaqGS:FOX) 2025 Conference September 10, 2025 01:10 PM ET Company ParticipantsMichael Ng - MD - Global Investment ResearchLachlan Murdoch - Executive Chairman & CEOMichael NgGreat. Apologies for the delay here. Welcome to the Fox Fireside Chat at the Goldman Sachs Communicopia Technology Conference. I have the privilege of introducing Lachlan Murdoch, who's the Chairman and CEO of Fox. Thank you so much for joining us.Lachlan MurdochMark, thank you very much for having me. I'm sorry about the delay. ...

Key TakeawaysMexico's Economy Minister has announced a significant increase in tariffs on cars and auto parts imported from Asia, particularly China, raising the rate from 20% to 50%.Klarna (KLAR) shares commenced trading on the NYSE at $52, marking a substantial 30% premium over its $40 initial public offering price.Paramount Global (PARA) is set to welcome Dane Glasgow, a prominent Meta (META) executive, as its new Chief Product Officer, tasked with leading tech innovation and product strategy.The latest ...

Accessibility StatementSkip Navigation Finalist for "Game-Changer Sustainable Product" at IBC, LiveVision equips broadcasters and M&E companies with scalable, real-time production and decisioning that reduces infrastructure, manual effort, and risk AMSTERDAM, Sept. 10, 2025 /PRNewswire/ -- Monks, the global, purely digital, data-driven, unitary operating brand of S4 Capital plc, returns to the International Broadcasting Convention (IBC), a major annual trade show and conference for the media, entertainmen ...

The Walt Disney Company (NYSE: DIS ) stock is up almost 30% from a Buy recommendation I made in late October 2024. I believe there is still strong upside ahead, and investors should shrug offI am an active trader in stocks, FX, crypto, and commodities with over 15 years of market experience. I hold a master's degree in finance and mix microeconomic studies of company financials with a big-picture macroeconomic view.Analyst’s Disclosure:I/we have a beneficial long position in the shares of DIS either through ...

The Walt Disney Company (NYSE: DIS ) stock is up almost 30% from a Buy recommendation I made in late October 2024. I believe there is still strong upside ahead, and investors should shrug offI am an active trader in stocks, FX, crypto, and commodities with over 15 years of market experience. I hold a master's degree in finance and mix microeconomic studies of company financials with a big-picture macroeconomic view.Analyst’s Disclosure:I/we have a beneficial long position in the shares of DIS either through ...

行业与公司 * 报告聚焦亚太地区 特别是中国 印度 韩国 日本 澳大利亚和东盟国家[2][18][28][29] * 涉及行业包括科技 半导体 硬件 软件 资本货物 能源 公用事业 媒体与娱乐 商业与专业服务 医疗保健等[24][25][76] * 推出包含25只股票的亚太主题焦点清单 重点覆盖中国 印度和韩国市场 资本货物行业表现突出 涵盖重型工业 电池技术和人形机器人/机器人等领域[6][76] 核心观点与论据 **亚太地区的竞争性重塑** * 亚太地区正在进行竞争性重塑 改革资本市场并转变企业战略 以应对人工智能和多极世界等全球主题 但全球投资者可能尚未完全认识到这种变革的深度和广度[3][18] * 这一重塑过程根植于地区的文化和商业规范 例如日本的Kaizen 中国的吃苦耐劳和韩国的快快文化 所有这些国家都在推动数字化转型和自动化 以应对社会超级老龄化的现状[27] **核心投资主题机遇** * **人工智能与技术扩散**: 该主题被嵌入国家发展战略 如中国的“人工智能+”和印度的IndiaStack 中国正利用其在算力 数据 人才和监管政策方面的优势 努力在基础生成式AI模型 人形机器人或量子计算等新技术的发展阶段加强其地位[4][42][43] 亚太地区AI主题基金规模达1130亿美元[5][83] * **多极世界中的技术竞争**: 推动经济安全倡议和国防开支增加 预计到2030年区域国防开支将增至1万亿美元（2024年为6000亿美元）[4][40][119] 半导体本地化和关键矿物领域的公司有望继续表现强劲[39] * **能源未来**: 可再生能源快速扩张 核能复兴以及天然气在支持AI算力和加强能源安全方面发挥关键作用[4][46] 预计到2030年 亚太地区电力消耗将以5%的年复合增长率增长 比前十年快25%[46] * **长寿与超级老龄化社会**: 中国 韩国和日本都在应对“超级老龄化”社会的挑战 驱动创新药物 营养和银发经济的增长[4][23][51] 到2030年 中国老年人口预计将达到2.6亿 创新药物预计以21%的年复合增长率增长 占中国医药市场的一半以上[51] **资本市场与治理改革** * 政策制定者认识到资本市场和公司治理改革对于竞争性重塑议程至关重要 这些改革旨在提高企业部门的ROE 并通过资产管理及养老金行业改革提高家庭金融资产的实际回报 以更好地满足老龄化社会的需求[55][57] * 五大资本市场（占MSCI亚太指数权重73%）正在实施重大改革计划 日本 中国 韩国和新加坡的改革已经在ROE上升和估值重估方面产生明显影响[57] **投资框架与焦点清单** * 推出25只股票的亚太主题焦点清单 其估值中位数为21.6倍12个月远期市盈率 市盈增长比（PEG）为1.2倍 相比之下 基准MSCI AC亚太指数为15.1倍市盈率和1.6倍PEG[6][77] 该清单的预期3年每股收益（EPS）复合年增长率为17.6% 远高于MSCI AC亚太指数的9.5%[6][80] * 在主题排名中 长寿主题（估值驱动）和人工智能与技术扩散主题（增长前景）总体排名靠前 而多极世界主题因历史估值较高和牛熊 skew 较弱而排名靠后[65][66] 在所有子主题中 韩国改革复兴排名最高 其次是中国AI路径 智能化疗和天然气全球化[66][95] 其他重要内容 * 亚太地区覆盖的1813只股票中 超过三分之一（36%）暴露于一个或多个主题 即使排除了目前阶段被视为具有“微不足道”重要性的AI采用者或赋能者公司[24] * 按行业划分 商业与专业服务 公用事业以及媒体/娱乐是“最具主题性”的行业 其次是半导体/硬件/软件[24][25] * 按市场划分 台湾和韩国在核心主题广度上略微领先 其次是中国和日本 不过一旦将公司改革因素考虑在内 日本拥有最广泛的机会集[30][31] * 报告强调了资本周期和过度投资的风险 特别是在政策支持的领域 历史上有无数长猪周期的例子 包括钢铁 水泥 大宗化学品 集装箱运输 风能和太阳能[88][89] 建议投资者密切关注需求（TAM估算的演变） 供应（行业投资预测）和风险（潜在的市场碎片化或政策驱动的行业经济变化）[90]