저자: JimCramer · 외국인
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디즈니가 어벤져스 엔드게임 개봉 주말 성적과 디즈니 플러스 전략을 강조하며 주가 반등을 이끌었다는 평가. 결론: 디즈니 주가는 엔드게임 흥행과 투자자 설명회 이후 강세로 보이며, 3년간 정체된 주가를 3일 만에 회복했다는 점이 핵심이다. 흥행 전망: 개봉 주말 북미 점유율 약 90%를 차지하고, 예상 수익은 16~17억 달러 수준에서 최대 35억 달러까지 거론된다. 아바타 기록을 넘어설 가능성도 언급된다. 플랫폼 전략: 엔드게임은 디즈니 플러스에서 독점 공개되어 마블 팬들의 구독 유인이 될 것으로 본다. 인수 효과: 폭스 스튜디오 인수에 따른 비용 절감 효과가 나올 것으로 본다. 시장 반응: 투자자 설명회 이후 주가가 크게 올랐으며, 대형주임에도 인수나 구조조정 없이 반등했다는 점이 특이하다고 평가한다. 기타: 폭스 네트워크 등 자산 매각 가격에 대한 우려와 임원 보상 비판도 짧게 언급된다.
다듬은 글
look this wasn't rather remarkable I felt that if it didn't do a billion this stock could be down five that's how we're but of course it then there's one point to Bob Iger did something I don't actually don't know any other CEO ever do something like this which is that he really hid what was gonna happen what his plan was and he revealed his plan wait when this movie was coming out so if you sold you missed the whole idea that there are now I think the most telling thing was how much of the weekend and I mean that is imagine if you did let's say half the weekends you own they have the ability now to do that and it's changed how you buck value the company we were all so worried about Disney Plus we forgot that they have these franchises that literally don't you don't even put a movie up against think about if you're in another movie studio oh jeez that's a Eiger weekend I'm not going against them I've never seen that before they'll be once baby yeah David I mean having 90 percent of the weekend is one thing but we already know they're gonna be forty percent of North America overall I had no Bama went to 168 coming out of the presentations yet I think Jessica reef David is now suggesting three and a half maybe three and a half billion which would surpass avatar an avatar course is now Disney property don't forget with the acquisition the Fox studio and by the way as I grew had pointed out during our interview a couple of weeks ago I spent a lot of time in LA there's a lot more cost to come out of that as well the merging of those two Studios in a sense certainly of the two companies and at the studio also important to keep in mind guys is endgame is going to be the first of the movies that goes directly to the Disney Plus platform it's not showing up anywhere else and so for those fans who want to watch it over and over and over again that's where it's going to be available it's these kinds of franchises that are going to potentially make it a must-have at least for fans of the Marvel Universe you know one of the things I when Iron Man was made they came to me and said listen we need you to do something they have money about Stark Industries and Iron Man oh sure and I punch a button I do this thing and they give me a hot and I'm like wow I mean everyone else made millions but what's interesting David when I was talking this weekend to people at the Wales course but many people started again they started watching the series again so that they were caught up I mean this really is one of the most culturally sticky things that I've come across yeah and it will continue to be because they're obviously going to continue to pump out a lot more within the marv MCU I think there's what they call it the Marvel comic universe yeah the NFC you that's my quote microcontroller on Friday now it's that I like the MCS they were going up it's that teleport it's all and to you baby after yeah after Pixar and all the grief they got for the price after Lucasfilm and all the grief they got for the price after Marvel and all the grief which do you think was the biggest payoff this is starting to look like the best is what it is what what's incredible is is that the stock had flatlined for three years and now it just made up for I mean basically made up in three days for everything in missed in three years this is a big cap stop this is not it didn't get a takeover bin it did not do some sort of self-help breakup David I've got to tell you can you recall a time when there was an analyst meeting that then changed everybody's view of a stock like this has happened not not in recent memory no I mean there was a great deal of focus going in but Jim they they certainly delivered on the I guess the bet the highest hopes of their investor base you're right to the point where and I've made this point remember the auction of the our essence that I've been following off and on haven't really done much on TV about it I mean it however it ends up there whether it's in Claire somebody else the number that they're gonna get for those are essence even when you even with the YES Network thrown in at a decent price it's gonna be horrible and yet nobody cares nobody cares what it does is it makes the Fox deal even more expensive but you know what investors have already said it was great we love it if they moved on when you know what else is buried is Abigail Disney's complaint about an executive pay yeah we should hold that that criticism out other than Senator Warren of course for executives whose stock went down this man's pitch men as well and I just seemed it seems ill-advised course by her but then again it's her company versus mine my name is a Disney you
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