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“The force is strong with this one”

Written by Barry Dumas | 04-May-2020 07:30:00

The Walt Disney Company (DIS)

No need to “Use the force, Luke” or feel like you have been frozen in carbonite during lock down without a subscription to Disney+. So “Do. Or do not. There is no try.” when it comes to investing in The Walt Disney Company (DIS).

The Star Wars saga started way back in 1977 and has generated more fan fare and $$ over the last 40 years than there are trees on Endor. The space saga has also become one of the most valuable and recognizable brands in the Galaxy.

Click logo to view The Walt Disney Company (DIS) shares.
on EasyEquities

Fundamentals

In 2012 The Walt Disney Company officially completed a $4 billion acquisition of George Lucas’s Lucasfilm Ltd which has earned them back the initial investment and much more. The 4 Star Wars Movies released after the acquisition has already netted close to $5 billion at the box office.

Disney is also using the Star War franchise to launch its streaming service, Disney + into hyperspace with shows like The Mandalorian and "The Rise of Skywalker" will hit the streaming service on May the 4th.

The Rise of Skywalker grossed $1.07B worldwide. In the film series, the U.S total trails Rogue One: A Star Wars Story ($532.2M); Star Wars: The Last Jedi ($620.2M); and Star Wars: The Force Awakens ($936.7M).

The Star Wars share of Walt Disney Company (DIS) overview:

  • Sector: Communication Services
  • Disney Market Cap of $202.66 billion
  • Star Wars merchandise: $5-$7 billion per year after a Star Wars Movie is released.
  • Star Wars Theme Park, Galaxy’s Edge: exceeded every expectation, with Disney’s Parks, Experiences and Products segment increased by 8% to $7.4 billion in Q1 2020.
  • Disney Dividend Yield: 1.57 %
  • Next Earnings: May the 5th 2020

The Star Wars franchise appeals to a multi-generational audience, closely trailing Marvel as the most successful movie franchise with cumulative revenues of over $65 billion. 

The expectations on the second quarter fiscal 2020 earnings results scheduled for May the 5th is that many of Disney’s key businesses, like parks and theater releases will have been affected by the coronavirus. We will just have to wait for the earnings release to see to what extent the pandemic aftereffects have filtered through.

Chart Life

The price action on Disney has rebounded over 25% from the recent sell-off we have seen on a global scale on equities. If the price action can stay above the $106.51 per share level, then we might see another leg higher supported by fundamentals such as positive earnings.

The current analyst price target expectations on Disney is $126.26 per share and is represented by the solid red line on the chart.

 

Informed decisions

The “Stream Wars” should be in full swing with platforms battling for the top spot in the streaming galaxy. The current earnings season might shed more light on the effects of the COVID-19 pandemic on streaming companies, which should be taken into consideration. 

Portfolio particulars

  • Portfolio Buy (Current)*
  • Portfolio Buy opportunity: above $106.00 per share**
  • WhatsTheBeef long term target price: $135.89 per share.

Know your Star Wars day: May the fourth be with you

  • May the fourth be with you is the catchphrase of Star Wars Day on May the fourth, the unofficial holiday celebrating the Star Wars franchise and started back in 2011.
  • May the fourth be with you is a pun on a famous catchphrase from Star Wars, 'May the Force be with you.'
  • Some hardcore fans recognize the following day, May the fifth, as "Revenge of the Fifth", a play on Star Wars: Episode III – Revenge of the Sith. This day is the celebration of Sith Lords and other villainous characters from the Star Wars series rather than the Jedi heroes.

Click logo to view The Walt Disney Company (DIS) shares.
on EasyEquities

Keep a lookout for the comprehensive EasyResearch note on The Walt Disney Company (DIS) during May.

Sources – EasyResearch, Walt Disney Company, FANDOM, Visual Capitalist, Koyfin, The Motley Fool, The Mercury News, Dictionary.com, Jason Aycock (SeekingAlpha), Wikipedia.

*Portfolio Hold (Current) refers to investors who already hold the stock within their portfolio.

**Portfolio Buy opportunity refers to Technical level crossed which might imply that the markets behavior would support the outlook and Close above refers to a share price close above a Technical Resistance level.

Take note – all stock data and pricing were taken on 30 April 2020 before the U.S. market open.

READ:
How to use EasyFX to invest in US stocks

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Barry is a market analyst with GT247, with a wealth of experience in the investment markets. Now in his tenth year in the markets, Barry "The Beef" Dumas brings a combination of technical analysis and fundamental insights to the table

 
Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by Barry Dumas, Market Analyst at GT247 (Pty) Ltd t/a GT247.com (“GT247.com”) as general market commentary, and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) and GT247.com do not warrant the correctness, accuracy, timeliness, reliability or completeness of any information received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities and GT247.com (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice.The value of a financial product can go down, as well as up, due to changes in the value of the underlying investments. An investor may not recoup the full amount invested. Past performance is not necessarily an indication of future performance. These products are not guaranteed. Examples and/or graphs are for illustrative purposes only.