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THE ENTERTAINMENT MARKET
PGIAM is having a busy 2013, with 5 count em 5 releases....but the next 3 adjusts are interesting...
On 8/13 TURB1 (99.76) replaces HNOV2 (250)
On 12/31/13 ROMJU (2.96) replaces IDESM (40.96)
On 1/7/14 12SlV (13.66) replaces ROAGE (38.51)
Subtracting the new from the old and dividing by 5, the projected subtractions from TAG (66.07) are 30.05, 7.60 and 4.97 respectively. Obviously, these movies box office will be different from current prices, but the projected EAPs are 36.02, 28.42 and 23.45.
Both ROMJU and 12SLV could platform into wide relase and their prices could go up. No matter what, the final adjust is for SAVMB which should be a big money maker for Disney, replacing CSMPL (.74) on Jan 14.
An interesting ride, for sure.
