Added to YB: 2025-02-13
Pitch date: 2025-02-13
1970.HK [bullish]
IMAX China Holding, Inc.
Author Info
Clark Square Capital is a former equity analyst and now a full-time investor managing their own capital. Sign up for their newsletter
Company Info
IMAX China Holding, Inc., together with its subsidiaries, provides digital film technologies in the United States, Canada, Greater China, Asia, Western Europe, Latin America, and internationally.
Market Cap
HKD 371.5M
Pitch Price
N/A
Price Target
13.00
Dividend
N/A
EV/EBITDA
6.09
P/E
18.32
EV/Sales
2.89
Sector
Entertainment
Category
special_situation
Quick Pitch #21
1970.HK: Long IMAX China at HKD 8.32, ~5.7x 2023 EBITDA, 20% mkt cap net cash. 2025 inflection via China stimulus + record box office (Lunar +57%, Ne Zha 2 >$1B). Parent (71% owner) likely re-bids post cool-down above failed HKD 10 offer. Target ~HKD 13 (8x EBITDA), ~50% upside, HKD 10 floor.
Read full article (4 min)