FINWIRES · TerminalLIVE
FINWIRES

Wedbush表示,Cinemark有望受惠於更強大的影片陣容和票價上漲。

By

-- Wedbush Securities週一發布的一份報告指出,Cinemark (CNK)有望在未來幾季受益於更穩定的影片上映計劃,以及持續的票價上漲、高端格式的普及和影院投資舉措。 分析師表示,Cinemark第一季業績強勁,營收、調整後EBITDA及每股盈餘均超乎預期。強勁的國內票房趨勢、更高的觀影人次和更優惠的票價是業績成長的主要驅動力。 Wedbush特別強調了特許經營業務的出色表現,包括創紀錄的國內人均食品飲料消費額,這得益於價格策略和營運效率的提升。報告也指出,Cinemark的市佔率保持穩定,擁有強大的會員忠誠度計劃,並持續拓展多元化的內容供應。 該公司預計將從對高端座椅、雷射放映和IMAX影院擴建的投資中獲益。此外,新建戲院和潛在的收購也將帶來成長潛力。報告指出,透過股利和股票回購為股東帶來回報仍然是公司發展的關鍵,而更強大的影片陣容將支撐公司在今年剩餘時間的表現。 Wedbush維持對該股的「跑贏大盤」評級,目標價為37美元。 Cinemark股價週一上漲1.6%。

Price: $28.07, Change: $+0.45, Percent Change: +1.63%

Related Articles

Oil & Energy

US Oil Update: Crude Gains After Iran Attacks UAE, Disrupts Hormuz Shipping

Crude oil futures jumped in midday trading on Monday, supported by Iranian drone attacks on an UAE energy facility and commercial vessels in the Strait of Hormuz, a move that threatens to derail fragile ceasefire talks and further choke global energy supplies.Front-month West Texas Intermediate crude futures climbed by 3.24% to $105.19 per barrel, while Brent futures advanced by 5.15% to $113.71/bbl.On Monday, Iran attacked several commercial vessels in the Hormuz and reportedly hit Fujairah's VTTI oil terminal, which is jointly owned by IFM Global Infrastructure Fund, Vitol and Adnoc.Fujairah's Media Office said in a post on X that a large fire was caused at an oil industrial zone in the city after a drone attack from Iran. The UAE's Defense Ministry said on Monday that Iran had launched four cruise missiles at the country, three of which were successfully engaged by the country's air defenses.The US military reportedly destroyed six Iranian small boats and intercepted Iranian cruise missiles and drones fired by Tehran as Washington launched an operation to free up shipping via the Hormuz.However, in an X post on Monday, Trump said seven boats were shot down. "We've shot down seven small boats or, as they like to call them, "fast" boats. It's all they have left. Other than the South Korean Ship, there has been, at this moment, no damage going through the Strait," President Trump said in a post on Truth Social.Trump said on Sunday that the US military would try to restore transit via the Strait starting Monday and help stranded vessels exit the strategic waterway.Saxo Bank strategist Trump said the US would help guide ships through the strategic waterway, raising hopes that some disrupted flows could resume.Earlier, the UAE accused Iran of attacking a vessel affiliated with its state energy firm Adnoc as it attempted to transit the Strait. "The vessel was not carrying any cargo at the time of the incident," Adnoc Logistics & Services, a unit of Adnoc, said in a social media post.The attack on the UAE comes after Iran's Revolutionary Guards Navy issued a map it said was expanding the areas under Tehran's control near the Strait to include the UAE's ports of Fujairah and Khorfakkan, as well as the coast of the UAE's emirate of Umm Al Quwain.On the supply front, OPEC+ agreed on Sunday to increase oil output by 188,000 barrels per day at the cartel's first meeting since the loss of its key member, the UAE."This increase is unlikely to be realised, given that 55% of it is expected to come from Persian Gulf producers," ING strategists said, adding that this won't happen amid ongoing disruptions in the Strait.Sultan al Jaber, managing director and Group CEO at Adnoc, said the UAE's exit from OPEC gives it greater ability to accelerate investment and expand.

Sectors

Update: WTI Oil Moves Higher on Escalating Middle East Violence

West Texas Intermediate (WTI) crude oil closed higher Monday in volatile as traders eye escalating violence in the Persian Gulf.WTI oil for June delivery closed up US$4.48 to settle at US$106.42 per barrel, while July Brent oil was last seen up US$6.53 to US$114.70.Iran attacked the United Arab Emirates oil port of Fujairah in the Gulf of Oman, which has allowed the country to continue exporting oil while the Strait of Hormuz remains blocked. The Wall Street Journal reported Iran also fired missiles at U.S. warships and commercial vessels.Iran's Fars News Agency also reported Iranian forces struck a U.S. warship with two missiles to prevent it from moving into the Strait, which Iran blocked at the Feb. 28 start of the war, cutting off 20% of the world's oil demand supplied by Persian Gulf nations. However, The Guardian reported U.S. Central Command dismissed the report, while continuing the blockade of Iranian ports.U.S. President Trump in a weekend social media post said the U.S. would begin escorting ships trapped in the Gulf through the Strait, but offered no details on the scheme. The Wall Street Journal reported Trump "intends to use countries, insurance companies and shipping organizations to move traffic through the strait. It doesn't currently involve U.S. Navy warships escorting vessels through the waterway", citing two U.S. officials. The uncertain details of the plan has done little to lower prices, which have climbed by about half since the conflict began."The market remains fragile because the plan's implementation is uncertain, and Kuwait's oil exports reportedly falling to zero underlines how severe the regional supply disruption has become," Saxo Bank wrote.

$CLM6$LCON6$USO
Insider Trading

Chemed Insider Sold Shares Worth $842,260, According to a Recent SEC Filing

Kevin J McNamara, Director, President, and CEO, on May 01, 2026, sold 2,000 shares in Chemed (CHE) for $842,260. Following the Form 4 filing with the SEC, McNamara has control over a total of 90,219 capital shares of the company, with 90,219 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/19584/000119312526203623/xslF345X05/ownership.xmlPrice: $426.50, Change: $+4.34, Percent Change: +1.03%

$CHE