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Added to YB: 2024-05-09

Pitch date: 2024-05-08

1970.HK [bullish]

IMAX China Holding, Inc.

+22.9%

current return

Author Info

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 7.25

Price Target

12.00 (+35%)

Dividend

N/A

EV/EBITDA

4.38

P/E

11.04

EV/Sales

2.56

Sector

Entertainment

Category

special_situation

Show full summary:
Flagging a potentially interesting situation: IMAX China (HKG: 1970)

IMAX China (1970.HK) subsidiary of IMAX Corp trades at 5x EBITDA vs parent's 8x despite higher margins. $10/share go-private offer failed; mgmt likely to re-attempt at ~$12 (8-9x EBITDA post-savings). Privatization rationale: cost savings, tax efficiency, simplify structure. Low downside after failed deal.

Read full article (4 min)