Disney’s Streaming Business Has Grabbed All the Attention. It’s the Theme Parks’ Turn Now.

Barrons2021-03-19

Walt Disney’s story over the past year has focused on the success of its streaming business and other digital operations as its traditional theme parks remained shut down. Expect the narrative to flip...

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精彩评论

Alfred1007
2021-03-20
Alfred1007
Time to spend money!
Lolaxsl
2021-03-19
Lolaxsl
Can buy?
Kuanwei
2021-03-19
Kuanwei
Disney + tonight
Kuanwei
2021-03-19
Kuanwei
Disney + tonight
Lynny
2021-03-19
Lynny
Don’t think the crowds will return that fast.Disney+ will still get the attention.
- Sumei:
  I think people are raring to get out snd have fun after being confined for a year
pinghu
2021-03-19
pinghu
[开心]

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Twelve analysts have raised their price targets on the stock since mid-February, with a Street-high of $230, according to FactSet.\nThat implies an 18% gain from the current price.Walt Disney shares fell 1.5% on Thursday, to around $192 but are up 6.1% this year compared to the S&P 500’s 4.2% year-to-date gain.\nDisney+, the streaming product introduced last year, amassed 100 million subscribers as of earlier this month. While movies were delayed for release in theaters because of business shutdowns, Disney used the platform to debut its latest films, including the live actionMulanlast year.\nJPMorgan’s Quadrani said the robust growth of Disney+ “will likely continue to award the stock a higher multiple as it increases conviction in its longer-term success and path to profitability.”\nThe bank kept its price target at $220 and its Overweight rating on Disney stock.\nBut it is the theme park reopenings that will drive recovery this year, JPMorgan said.\nDisney’s new advanced reservation systems and annual pass program changes — both instituted during last year’s shutdowns and gradual reopenings — could actually deliver more growth over time, Quadrani said.\n“As Disney compiles more data around reservation and demand on any given day, they can become better at dynamically pricing tickets and yield management, leading to greater opportunities for revenue growth in our view,” she wrote in a note.\nIt’s not the only theme park operator poised for a rebound.Six Flags Entertainment will also be reopening parks next month, including its Magic Mountain in Los Angeles.Six Flags Entertainment shares (SIX) were up 0.9% on Thursday and have gained 47% this year.\nDisney’s theme park closures cost $6.9 billion in operating income for fiscal year 2020, with the biggest hit coming in the third quarter, JPMorgan said.\nWhile shut down, however, Disney worked on upgrading the attractions and operations. The legacy business, including theme parks, “will come into greater focus over the next 12 months as the pace of recovery has an outsized impact on profitability,” Quadrani said.\nAlso working in Disney’s favor: the economic rebound is expected to move more swiftly than the last downturn, which followed the 2008 financial crisis. 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money!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350208942","repostId":1165419770,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":350365101,"gmtCreate":1616161514703,"gmtModify":1634526936984,"author":{"id":"3577069350684720","authorId":"3577069350684720","name":"Lolaxsl","avatar":"https://static.tigerbbs.com/e7a31402ef227c101e8281b82ea0c342","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Can buy?&nbsp;","listText":"Can buy?&nbsp;","text":"Can 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tonight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350085341","repostId":1165419770,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":350082531,"gmtCreate":1616138818423,"gmtModify":1634527044753,"author":{"id":"3579218549390865","authorId":"3579218549390865","name":"Kuanwei","avatar":"https://static.tigerbbs.com/3bb5e84584fb23570d011d4f0733fc6e","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Disney + tonight&nbsp;","listText":"Disney + tonight&nbsp;","text":"Disney + tonight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350082531","repostId":1165419770,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":350000335,"gmtCreate":1616131953127,"gmtModify":1634527067164,"author":{"id":"3576275613425159","authorId":"3576275613425159","name":"Lynny","avatar":"https://static.tigerbbs.com/7c0b8b78e97626dedf9ed61da1957ab7","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Don’t think the crowds will return that fast.Disney+ will still get the attention.&nbsp;","listText":"Don’t think the crowds will return that fast.Disney+ will still get the attention.&nbsp;","text":"Don’t think the crowds will return that fast.Disney+ will still get the attention.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/350000335","repostId":1165419770,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3835929,"gmtCreate":1616157415303,"gmtModify":1635752124994,"authorId":3566259831309087,"author":{"id":3566259831309087,"authorId":3566259831309087,"name":"Sumei","avatar":"https://static.tigerbbs.com/ae0a2af1baf6b07a87ffdf41ea17959a","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350000335,"type":1,"supId":0,"prevId":0,"content":"I think people are raring to get out snd have fun after being confined for a year ","text":"I think people are raring to get out snd have fun after being confined for a year ","html":"I think people are raring to get out snd have fun after being confined for a year 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