Well that matches up with everything I've heard.
Novels pointing towards more Orruk activity.
Tzeentch and Duardin starter box.
Humans and Aelves still in the works.
Many reliable sources have said Orruks coming very soon, and plenty of hints from GW backing that up.
One fairly reliable source said a standalone box game set in AoS, not a starter box, I can't see the Stormcasts vs Bloodbound starter going any time soon. And not like the Star Collecting boxes. I would bet the miniatures in that set will get warscrolls and be usable in AoS though. That source suggested Tzeentch and Duardin for that.
Aelves and humans I kind of expected to be last, as it would need the most change in Aesthetic to fit in the new setting. It does, in my opinion look like the second half of the year will see more new stuff, rather than reboxing, and renaming. I sort of expect another round of Stormcasts this year. I hope not, but with 3 parts of their forces unaccounted for, there is a possibility.