Added to YB: 2026-08-25
Pitch date: 2026-08-20
KIN.BR [bullish]
Kinepolis Group NV
+2.69%
current return
Author Info
No bio for this author
Company Info
Kinepolis Group NV operates and manages cinemas in Belgium, Canada, France, the Netherlands, the United States, Spain, Luxembourg, and Switzerland.
Market Cap
EUR 1.2B
Pitch Price
EUR 44.65
Price Target
N/A
Dividend
1.45%
EV/EBITDA
10.49
P/E
20.10
EV/Sales
3.09
Sector
Entertainment
Category
turnaround
Kinépolis $KIN reported its best 1H results ever
KIN.BR: Best-ever 1H: EBITDAL +68%, EPS +280%, beat consensus big. Long thesis: streaming-kill-cinema fear drove stock to COVID lows despite best-in-class margins (50% family owner, cuts breakeven yearly). Real issue was film supply (65 vs 95 pre-COVID); studios returning to theatrical, 2026 lineup 80-85 films. Q3/Q4 (Avengers, Dune) set for blowout. ~1.5% position.
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