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Category: CNK

CNKPosted onOctober 2, 2021October 2, 2021

Hold on to your hats, October is about to be the best box office month in a long time

It absolutely is a turning point, Michael. And I think that — I think you use Labor Day as the day, but I think you…

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CNKPosted onAugust 6, 2021August 6, 2021

Cinemark 10-Q contains NCMI results

Quick Stock Talking note today – hidden in Cinemark’s Q2 2021 10-Q is actually NCMI’s 2Q revenue, operating and net income results: You can see this…

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CNKPosted onApril 5, 2021April 5, 2021

Movies are back – Godzilla v. Kong wins the weekend

When I first started writing about movies and investing in $CNK, $IMAX and $NCMI, there was no definitive proof post-pandemic that US consumers were willing…

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CNKPosted onDecember 28, 2020January 30, 2021

Thesis for theaters stays strong as WW1984 posts best pandemic era weekend ever

WW1984 (released Friday (Christmas)) posted a $16.7mm opening weekend, the best ever for a pandemic era movie. Expectations for this movie were all over the place. This…

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CNKPosted onNovember 29, 2020January 30, 2021

Croods: A New Age is a win for movie theaters

The Croods: A New Age hit theaters Wednesday and is exceeding expectations. Let’s take a look at some reactions from the weekend: Hollywood Reporter The…

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CNKPosted onNovember 19, 2020January 30, 2021

Cinemark deal with Universal and WW1984 – more arrows in movie bull quiver ($CNK, $IMAX, $NCMI)

Two pieces of news have dropped in the last week that overall improves the bull thesis for Cinemark, National CineMedia and IMAX. Both news items confirm…

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CNKPosted onNovember 10, 2020January 30, 2021

Long movies ($IMAX, $NCMI, $CNK) and hibernation mode

Early Stock Talking readers may remember my $CHEF recommendation from a few months ago. At the time (April 12, when the stock was trading at $12…

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