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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":849634877,"tweetId":"849634877","gmtCreate":1635750087915,"gmtModify":1635750087915,"author":{"id":3582258204322925,"idStr":"3582258204322925","authorId":3582258204322925,"authorIdStr":"3582258204322925","name":"SamTeo","avatar":"https://static.tigerbbs.com/84695b2de7100b55607a44d0164d2375","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Ok</body></html>","htmlText":"<html><head></head><body>Ok</body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/849634877","repostId":1167219834,"repostType":4,"repost":{"id":"1167219834","kind":"news","pubTimestamp":1635748983,"share":"https://www.laohunote.com/m/news/1167219834?lang=zh_CN&edition=full","pubTime":"2021-11-01 14:43","market":"us","language":"en","title":"Forget AMC Stock. It’s Time to Buy Cinemark.<blockquote>忘了AMC股票吧。是时候收购 Cinemark 了。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167219834","media":"Barrons","summary":"AMC Entertainment Holdings stock—with its army of Reddit traders—had its moment in the spotlight. No","content":" AMC Entertainment Holdings&nbsp;stock—with its army of Reddit traders—had its moment in the spotlight. Now it’s&nbsp;Cinemark Holdings’ turn.<blockquote>AMC院线控股公司的股票及其大批 Reddit 交易员在聚光灯下度过了一刻。现在轮到 Cinemark Holdings 了。</blockquote> During the first seven months of the year, AMC stock (ticker: AMC) gained more than 1,600%, while Cinemark (CNK) fell 11%. With the Delta variant causing people to stay away from the cinema, memes, not movies, were clearly driving the stocks.<blockquote>今年前七个月，AMC 股票（股票代码：AMC）上涨超过 1,600%，而 Cinemark (CNK) 则下跌 11%。随着德尔塔变异毒株导致人们远离电影院，模因而不是电影显然在推动股市上涨。</blockquote> That’s no longer the case. Since the end of July, Cinemark has gained 21%, while AMC has dropped 4.5%. The shift in stock performance suggests that investors are watching the box office again—and like what they see. With Delta fading and a strong slate of movies on tap, expect Cinemark stock to continue rallying.<blockquote>现在情况已经不同了。自7月底以来，Cinemark上涨了21%，而AMC则下跌了4.5%。股票表现的转变表明投资者正在再次关注票房——并且喜欢他们所看到的。随着 Delta 的消退和一系列强劲的电影上映，预计 Cinemark 股票将继续上涨。</blockquote> It’s not that the third-quarter box office was great. Black Widow kicked it off solidly, notes Barrington analyst James Goss, but a combination of the Delta variant and a weaker product slate meant it wasn’t as strong as it might have been. Theaters sold tickets to just 155 movies, less than half the slate during the same period in 2019, and the overall box office was less than half what it was then too.<blockquote>并不是说第三季度的票房很好。黑寡妇巴林顿公司（Barrington）分析师詹姆斯-戈斯（James Goss）指出，该公司开局稳健，但德尔塔变异毒株和较弱的产品组合意味着该公司并没有想象中那么强劲。影院仅售出155部电影的门票，不到2019年同期的一半，整体票房也不到当时的一半。</blockquote> The fourth quarter should be better.IMAX&nbsp;(IMAX) said it had its best October on record thanks to Dune and other films, and Cinemark will likely benefit too. The long list of movies to be released during the rest of the year, including Marvel’s Eternals, Ghostbusters: Afterlife, and Spider-Man: No Way Home, should also ensure that October wasn’t a one-off. “There is a more consistent slate of blockbuster content entering theatres over the remainder of the year,” Goss writes.<blockquote>第四季度应该会更好。 IMAX (IMAX) 表示，由于沙丘和其他电影，Cinemark也可能受益。今年剩余时间上映的电影名单很长，其中包括漫威的永恒,捉鬼敢死队：来世，和蜘蛛侠：英雄无归，还应确保十月不是一次性的。“戈斯写道：”在今年剩余时间里，进入影院的大片内容将更加稳定。</blockquote> All this should be particularly good for Cinemark, which is scheduled to report earnings this coming Friday. If there’s a problem looming, it’s that expectations might be too high heading into the release. That’s what happened to IMAX, which reported a smaller-than-expected loss with revenue that was only slightly higher than expectations. Its stock fell 6.2% on Friday.<blockquote>所有这些对于 Cinemark 来说应该特别有利，该公司定于本周五公布财报。如果说有一个问题迫在眉睫，那就是在上映前人们的期望值可能太高了。IMAX 的情况就是如此，该公司公布的亏损额低于预期，收入仅略高于预期。其股价周五下跌 6.2%。</blockquote> Still, Cinemark’s stock price is down about half from two years ago, while IMAX is off just 11%. That could give Cinemark more wiggle room heading into earnings, when it is expected to report a loss of 60 cents a share on sales of just over $432 million, though what it says about the fourth quarter could be even more important.<blockquote>尽管如此，Cinemark 的股价仍比两年前下跌了约一半，而 IMAX 仅下跌了 11%。这可能会给 Cinemark 带来更大的盈利回旋余地，预计该公司每股亏损 60 美分，销售额略高于 4.32 亿美元，但其对第四季度的预测可能更加重要。</blockquote> MKM analyst Eric Handler is optimistic. “Cinemark’s 3Q results should show further signs of improvement as the business&nbsp;steadily builds momentum,” he writes. “We believe CNK is at an inflection point based on a more consistent slate of movie releases in 4Q, which is leading to a meaningful step up in box office revenue.”<blockquote>MKM 分析师 Eric Handler 持乐观态度。“他写道：”随着业务稳步建立势头，Cinemark 第三季度的业绩应该会显示出进一步改善的迹象。“我们认为，鉴于第四季度电影上映更加稳定，CNK 正处于一个拐点，这将导致票房收入的大幅增长。”</blockquote> Improving revenue should also help Cinemark pay off its $3.64 billion in long-term debt, which it took out to survive the lockdowns. As debt gets paid down, more of the rewards will accrue to shareholders, something that should also give the stock a boost, says Handler. That’s one reason he raised his price target on the stock to $22 from $17 this past Monday, reflecting a potential gain of 17% from Friday’s close of $18.80. “Over the next couple of years, there should be a good deleveraging story that plays out,” he writes.<blockquote>收入的改善也应该有助于 Cinemark 偿还其 36.4 亿美元的长期债务，这些债务是该公司为度过封锁而借出的。汉德勒表示，随着债务偿还，股东将获得更多回报，这也应该会提振股价。这也是他上周一将该股目标价从 17 美元上调至 22 美元的原因之一，这反映出该股较上周五收盘价 18.80 美元有 17% 的潜在涨幅。“他写道：”在接下来的几年里，应该会有一个很好的去杠杆化故事。</blockquote> If he’s right, it will be worth grabbing a seat in Cinemark’s house.<blockquote>如果他是对的，那么在 Cinemark 的房子里抢一个座位就值得了。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget AMC Stock. It’s Time to Buy Cinemark.<blockquote>忘了AMC股票吧。是时候收购 Cinemark 了。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForget AMC Stock. It’s Time to Buy Cinemark.<blockquote>忘了AMC股票吧。是时候收购 Cinemark 了。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-11-01 14:43\n\n</h4>\n</header>\n<article>\n AMC Entertainment Holdings&nbsp;stock—with its army of Reddit traders—had its moment in the spotlight. Now it’s&nbsp;Cinemark Holdings’ turn.<blockquote>AMC院线控股公司的股票及其大批 Reddit 交易员在聚光灯下度过了一刻。现在轮到 Cinemark Holdings 了。</blockquote> During the first seven months of the year, AMC stock (ticker: AMC) gained more than 1,600%, while Cinemark (CNK) fell 11%. With the Delta variant causing people to stay away from the cinema, memes, not movies, were clearly driving the stocks.<blockquote>今年前七个月，AMC 股票（股票代码：AMC）上涨超过 1,600%，而 Cinemark (CNK) 则下跌 11%。随着德尔塔变异毒株导致人们远离电影院，模因而不是电影显然在推动股市上涨。</blockquote> That’s no longer the case. Since the end of July, Cinemark has gained 21%, while AMC has dropped 4.5%. The shift in stock performance suggests that investors are watching the box office again—and like what they see. With Delta fading and a strong slate of movies on tap, expect Cinemark stock to continue rallying.<blockquote>现在情况已经不同了。自7月底以来，Cinemark上涨了21%，而AMC则下跌了4.5%。股票表现的转变表明投资者正在再次关注票房——并且喜欢他们所看到的。随着 Delta 的消退和一系列强劲的电影上映，预计 Cinemark 股票将继续上涨。</blockquote> It’s not that the third-quarter box office was great. Black Widow kicked it off solidly, notes Barrington analyst James Goss, but a combination of the Delta variant and a weaker product slate meant it wasn’t as strong as it might have been. Theaters sold tickets to just 155 movies, less than half the slate during the same period in 2019, and the overall box office was less than half what it was then too.<blockquote>并不是说第三季度的票房很好。黑寡妇巴林顿公司（Barrington）分析师詹姆斯-戈斯（James Goss）指出，该公司开局稳健，但德尔塔变异毒株和较弱的产品组合意味着该公司并没有想象中那么强劲。影院仅售出155部电影的门票，不到2019年同期的一半，整体票房也不到当时的一半。</blockquote> The fourth quarter should be better.IMAX&nbsp;(IMAX) said it had its best October on record thanks to Dune and other films, and Cinemark will likely benefit too. The long list of movies to be released during the rest of the year, including Marvel’s Eternals, Ghostbusters: Afterlife, and Spider-Man: No Way Home, should also ensure that October wasn’t a one-off. “There is a more consistent slate of blockbuster content entering theatres over the remainder of the year,” Goss writes.<blockquote>第四季度应该会更好。 IMAX (IMAX) 表示，由于沙丘和其他电影，Cinemark也可能受益。今年剩余时间上映的电影名单很长，其中包括漫威的永恒,捉鬼敢死队：来世，和蜘蛛侠：英雄无归，还应确保十月不是一次性的。“戈斯写道：”在今年剩余时间里，进入影院的大片内容将更加稳定。</blockquote> All this should be particularly good for Cinemark, which is scheduled to report earnings this coming Friday. If there’s a problem looming, it’s that expectations might be too high heading into the release. That’s what happened to IMAX, which reported a smaller-than-expected loss with revenue that was only slightly higher than expectations. Its stock fell 6.2% on Friday.<blockquote>所有这些对于 Cinemark 来说应该特别有利，该公司定于本周五公布财报。如果说有一个问题迫在眉睫，那就是在上映前人们的期望值可能太高了。IMAX 的情况就是如此，该公司公布的亏损额低于预期，收入仅略高于预期。其股价周五下跌 6.2%。</blockquote> Still, Cinemark’s stock price is down about half from two years ago, while IMAX is off just 11%. That could give Cinemark more wiggle room heading into earnings, when it is expected to report a loss of 60 cents a share on sales of just over $432 million, though what it says about the fourth quarter could be even more important.<blockquote>尽管如此，Cinemark 的股价仍比两年前下跌了约一半，而 IMAX 仅下跌了 11%。这可能会给 Cinemark 带来更大的盈利回旋余地，预计该公司每股亏损 60 美分，销售额略高于 4.32 亿美元，但其对第四季度的预测可能更加重要。</blockquote> MKM analyst Eric Handler is optimistic. “Cinemark’s 3Q results should show further signs of improvement as the business&nbsp;steadily builds momentum,” he writes. “We believe CNK is at an inflection point based on a more consistent slate of movie releases in 4Q, which is leading to a meaningful step up in box office revenue.”<blockquote>MKM 分析师 Eric Handler 持乐观态度。“他写道：”随着业务稳步建立势头，Cinemark 第三季度的业绩应该会显示出进一步改善的迹象。“我们认为，鉴于第四季度电影上映更加稳定，CNK 正处于一个拐点，这将导致票房收入的大幅增长。”</blockquote> Improving revenue should also help Cinemark pay off its $3.64 billion in long-term debt, which it took out to survive the lockdowns. As debt gets paid down, more of the rewards will accrue to shareholders, something that should also give the stock a boost, says Handler. That’s one reason he raised his price target on the stock to $22 from $17 this past Monday, reflecting a potential gain of 17% from Friday’s close of $18.80. “Over the next couple of years, there should be a good deleveraging story that plays out,” he writes.<blockquote>收入的改善也应该有助于 Cinemark 偿还其 36.4 亿美元的长期债务，这些债务是该公司为度过封锁而借出的。汉德勒表示，随着债务偿还，股东将获得更多回报，这也应该会提振股价。这也是他上周一将该股目标价从 17 美元上调至 22 美元的原因之一，这反映出该股较上周五收盘价 18.80 美元有 17% 的潜在涨幅。“他写道：”在接下来的几年里，应该会有一个很好的去杠杆化故事。</blockquote> If he’s right, it will be worth grabbing a seat in Cinemark’s house.<blockquote>如果他是对的，那么在 Cinemark 的房子里抢一个座位就值得了。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/buy-cinemark-stock-51635552859?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CNK":"喜满客影城","AMC":"AMC院线"},"source_url":"https://www.barrons.com/articles/buy-cinemark-stock-51635552859?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167219834","content_text":"AMC Entertainment Holdings stock—with its army of Reddit traders—had its moment in the spotlight. Now it’s Cinemark Holdings’ turn.\nDuring the first seven months of the year, AMC stock (ticker: AMC) gained more than 1,600%, while Cinemark (CNK) fell 11%. With the Delta variant causing people to stay away from the cinema, memes, not movies, were clearly driving the stocks.\nThat’s no longer the case. Since the end of July, Cinemark has gained 21%, while AMC has dropped 4.5%. The shift in stock performance suggests that investors are watching the box office again—and like what they see. With Delta fading and a strong slate of movies on tap, expect Cinemark stock to continue rallying.\nIt’s not that the third-quarter box office was great. Black Widow kicked it off solidly, notes Barrington analyst James Goss, but a combination of the Delta variant and a weaker product slate meant it wasn’t as strong as it might have been. Theaters sold tickets to just 155 movies, less than half the slate during the same period in 2019, and the overall box office was less than half what it was then too.\nThe fourth quarter should be better.IMAX (IMAX) said it had its best October on record thanks to Dune and other films, and Cinemark will likely benefit too. The long list of movies to be released during the rest of the year, including Marvel’s Eternals, Ghostbusters: Afterlife, and Spider-Man: No Way Home, should also ensure that October wasn’t a one-off. “There is a more consistent slate of blockbuster content entering theatres over the remainder of the year,” Goss writes.\nAll this should be particularly good for Cinemark, which is scheduled to report earnings this coming Friday. If there’s a problem looming, it’s that expectations might be too high heading into the release. That’s what happened to IMAX, which reported a smaller-than-expected loss with revenue that was only slightly higher than expectations. Its stock fell 6.2% on Friday.\nStill, Cinemark’s stock price is down about half from two years ago, while IMAX is off just 11%. That could give Cinemark more wiggle room heading into earnings, when it is expected to report a loss of 60 cents a share on sales of just over $432 million, though what it says about the fourth quarter could be even more important.\nMKM analyst Eric Handler is optimistic. “Cinemark’s 3Q results should show further signs of improvement as the business steadily builds momentum,” he writes. “We believe CNK is at an inflection point based on a more consistent slate of movie releases in 4Q, which is leading to a meaningful step up in box office revenue.”\n\nImproving revenue should also help Cinemark pay off its $3.64 billion in long-term debt, which it took out to survive the lockdowns. As debt gets paid down, more of the rewards will accrue to shareholders, something that should also give the stock a boost, says Handler. That’s one reason he raised his price target on the stock to $22 from $17 this past Monday, reflecting a potential gain of 17% from Friday’s close of $18.80. “Over the next couple of years, there should be a good deleveraging story that plays out,” he writes.\nIf he’s right, it will be worth grabbing a seat in Cinemark’s house.","news_type":1,"symbols_score_info":{"CNK":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":2995,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/849634877"}