观点唐纳德•特朗普

Trump bump 2.0 may not pack the same punch for media stocks

The prospect of defensive sector consolidation is a better reason to buy into media stocks

Donald Trump does not have much love for the mainstream media. Yet his first term as president was a boon for the industry. The New York Times, the Washington Post and the Wall Street Journal all saw an influx of new subscribers. Likewise, the country’s three major cable news networks — Fox News Channel, MSNBC and CNN — enjoyed a big boost in viewership.

The Trump bump was the most pronounced at the NYT. The number of paid subscriptions across its digital and print products more than doubled from 2.9mn to 7.5mn between 2016 to 2020. Shares in the company nearly quadrupled during the period. 

Could a second Trump presidency trigger another surge in subscribers and page views? The market seems to think so. Shares in NYT hit a new high last week after climbing 18 per cent this year. But investors may be getting ahead of themselves.

您已阅读31%(838字),剩余69%(1852字)包含更多重要信息,订阅以继续探索完整内容,并享受更多专属服务。
版权声明:本文版权归manbetx20客户端下载 所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。
设置字号×
最小
较小
默认
较大
最大
分享×