A couple quick thoughts to kick-start your Friday… Disney (NYSE:DIS) recently broke ground on its new Shanghai resort. Great news for Disney as it looks to further penetrate the Chinese market, but how much do parks and resorts really matter to the company’s overall stock value? Shifting focus to the auto sector, we take a look at Toyota’s (NYSE:TM) North American vehicle market share, and the potential impact of the devastating earthquake and tsunami that hit Japan in March.
- Dissecting Disney’s Shanghai Theme Park: How Big It Really Is?
- Why Did We Update Our Price Estimate For Disney, Though the Change is Modest?
- Dissecting Disney’s Shanghai Theme Park: Can It Beat Wanda City?
- How Sensitive Is Disney’s Stock Price To U.S. Theme Parks Attendance?
- How Sensitive Is Disney’s Stock Price To Number Of ESPN U.S. Subscribers?
- Why There Is Silver Lining To Disney Despite Recent Stock Decline?
Disney – Company of the Day
Disney broke ground on a new Disneyland theme park in Shanghai on Friday. The $4.4 billion resort is expected to be completed in 5 years and will be 43% owned by Disney, with the balance owned by the Shanghai Shendi Group. 
Disney parks and resorts makes up 8% of the company’s stock value by our estimates.
Toyota – Forecast of the Day
Almost 2/3 of Toyota’s suppliers from northeastern Japan have not yet recovered from the earthquake and tsunami that hit Japan in March, pressuring Toyota’s manufacturing capacity. The damage to Japanese sea ports could also hurt, in the short-term, Toyota’s vehicle exports as well as the supply of Japanese automotive parts to Toyota’s other international automobile manufacturing facilities.
Intel – Quiz of the Day
Which product segment contributes the most to Intel’s stock value?
See our complete analysis of Intel stock
Polo Ralph Lauren – Today’s Free Company ModelNotes: