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15 handpicked stocks

Entertainment's Consolidation Wave

The resignation of Paramount's co-CEO after its merger with Skydance signals a major strategic shift for the media giant. This consolidation exemplifies a broader entertainment industry trend, creating potential investment opportunities among other media companies poised for growth.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at Aug 7

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

DIS

The Walt Disney Company

DIS

Current price

$115.17

CMCSA

Comcast Corp.

CMCSA

Current price

$32.16

WBD

WARNER BROS DISCOVERY INC

WBD

Current price

$12.79

About This Group of Stocks

1

Our Expert Thinking

The Paramount-Skydance merger represents a broader industry trend where media companies are combining forces to compete in the global streaming market. This consolidation wave creates opportunities for well-positioned companies to become attractive acquisition targets or strategic partners, potentially unlocking significant value for shareholders.

2

What You Need to Know

This group includes diverse media and entertainment firms spanning content creators, production houses, global distributors, and live event promoters. These companies are positioned to benefit from ongoing M&A activity as the industry transforms to achieve the scale necessary for effective competition in today's crowded entertainment landscape.

3

Why These Stocks

These stocks were handpicked by professional analysts based on their potential to benefit from the entertainment industry's consolidation wave. Each company represents a strategic opportunity within the catalyst-driven transformation, offering exposure to firms that could unlock value through partnerships or acquisitions.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+31.70%

Group Performance Snapshot

31.7%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 31.7% over the next year.

12 of 15

Stocks Rated Buy by Analysts

12 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🎬

M&A Momentum Building

The Paramount-Skydance merger is just the beginning. Industry consolidation is accelerating as companies seek the scale needed to compete with streaming giants, creating potential acquisition opportunities.

📈

Strategic Value Unlocking

Well-positioned media companies could become attractive targets or partners as the industry transforms. This consolidation wave may unlock significant shareholder value through strategic deals.

Expert-Curated Selection

These stocks were handpicked by professional analysts who identified companies best positioned to benefit from the entertainment industry's ongoing transformation and consolidation trend.

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