Cinemark Holdings

CNK-N

Analysis and Opinions about CNK-N

Signal
Opinion
Expert
Chart
TOP PICK
TOP PICK
July 8, 2015

LONG Cinemark CNK-N/ SHORT Cineplex CGX-T. Pairs trade. Feels Cineplex is an overowned/overvalued name at 77% market share in Canada. Cinemark trades at 30% discount. The pairs trade takes out the box office risk.



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LONG Cinemark CNK-N/ SHORT Cineplex CGX-T. Pairs trade. Feels Cineplex is an overowned/overvalued name at 77% market share in Canada. Cinemark trades at 30% discount. The pairs trade takes out the box office risk.



Jerome Hass
Price
$40.700
Owned
Unknown
COMMENT
COMMENT
May 29, 2015

Has this in a Pairs Trade with Cineplex (CGX-T), with this one being the Long position. This one has a better growth profile. They also have some cinemas in Latin America.

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Has this in a Pairs Trade with Cineplex (CGX-T), with this one being the Long position. This one has a better growth profile. They also have some cinemas in Latin America.

Jerome Hass
Price
$40.530
Owned
Yes
TOP PICK
TOP PICK
February 19, 2015

Cinemark USA Inc. 4.875%, June 1st, 2023 Bond. Second largest globally, third largest in the US in its space. There is expansion into Latin America. A block buster slate of movies in 2015/16 and they have confectionaries. They obviously only go into countries when they can be the 2nd or 3rd biggest.

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Cinemark Holdings (CNK-N)
February 19, 2015

Cinemark USA Inc. 4.875%, June 1st, 2023 Bond. Second largest globally, third largest in the US in its space. There is expansion into Latin America. A block buster slate of movies in 2015/16 and they have confectionaries. They obviously only go into countries when they can be the 2nd or 3rd biggest.

James Dutkiewicz
Price
$42.140
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 11, 2012
(Top Pick Feb 16/11, Up 1.12%)
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Cinemark Holdings (CNK-N)
January 11, 2012
(Top Pick Feb 16/11, Up 1.12%)
Andrew Hamlin
Price
$18.960
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 7, 2011
(A Top Pick Feb 16/11. Up 0.42%.)
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(A Top Pick Feb 16/11. Up 0.42%.)
Andrew Hamlin
Price
$18.790
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 16, 2011
(A Top Pick Feb 16/11. Up 5.55%.) Sees very good growth in Latin America. Feels there are good growth opportunities in the cinema this year. Very respectable dividend.
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(A Top Pick Feb 16/11. Up 5.55%.) Sees very good growth in Latin America. Feels there are good growth opportunities in the cinema this year. Very respectable dividend.
Andrew Hamlin
Price
$19.240
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 3, 2011
(A Top Pick Feb 16/11. Up 9.3%.) Movie chain in US and Brazil.
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(A Top Pick Feb 16/11. Up 9.3%.) Movie chain in US and Brazil.
Andrew Hamlin
Price
$20.080
Owned
Yes
TOP PICK
TOP PICK
February 16, 2011
Cinema provider in the US and Latin America. 30% of earnings come from Latin America. Good dividend and very good growth opportunities. US has a big movie slate coming out this summer, which will drive some significant box office sales.
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Cinemark Holdings (CNK-N)
February 16, 2011
Cinema provider in the US and Latin America. 30% of earnings come from Latin America. Good dividend and very good growth opportunities. US has a big movie slate coming out this summer, which will drive some significant box office sales.
Andrew Hamlin
Price
$19.310
Owned
Yes
TOP PICK
TOP PICK
November 10, 2010
2nd largest theatre chain in the US. 400 theatres and 5,000 screens. Growth industry. Digital and 3D are coming on, which are premium products for them. 4.6% dividend. Trading at about 13X next year’s earnings.
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Cinemark Holdings (CNK-N)
November 10, 2010
2nd largest theatre chain in the US. 400 theatres and 5,000 screens. Growth industry. Digital and 3D are coming on, which are premium products for them. 4.6% dividend. Trading at about 13X next year’s earnings.
Gordon Reid
Price
$18.420
Owned
Yes
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