Added to YB: 2025-10-29
Pitch date: 2025-10-27
1970.HK [bullish]
IMAX China Holding, Inc.
+14.97%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
IMAX China Holding, Inc., an investment holding company, provides digital and film-based motion picture technologies in Mainland China, Hong Kong, Taiwan, and Macau.
Market Cap
HKD 335.9M
Pitch Price
HKD 7.75
Price Target
14.00 (+57%)
Dividend
N/A
EV/EBITDA
4.38
P/E
11.04
EV/Sales
2.56
Sector
Entertainment
Category
value
IMAX China: Trading at a Massive Discount with Multiple Paths to Victory
1970.HK: IMAX China trades 7x P/E ex-cash vs parent at 40x P/E for same business. 23% below rejected HKD 10 buyout price. Ne Zha 2 drove 89% H1 net income surge to $23.9M, revealing massive operating leverage. 809 theaters, $94M cash, zero debt. Catalysts: renewed buyout attempt, multiple expansion, China box office recovery. Downside limited by monopoly position.
Read full article (6 min)