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雷达卡
【出版时间及名称】：2009年11月美国电影院运营商行业研究报告
【作者】：摩根大通
【文件格式】：pdf
【页数】：62
【目录或简介】：
Table of Contents
Key Industry Investment Points..............................................4
Industry Investment Risks.......................................................5
Industry Description ................................................................7
Historical U.S. Box Office Performance .................................7
Box Office Outlook...................................................................8
Digital and 3D: The Promise of Growth....................................................................12
DCIP..........................................................................................................................15
Release window appears to have stabilized with 3D and declining DVD market.....16
Competitive Landscape .........................................................18
Consolidation Continues ...........................................................................................18
Concessions: The Bread Popcorn and Butter of Theater
Profits......................................................................................21
Cinema Advertising: Another Source of Earnings Growth.22
Valuation .................................................................................23
Cinemark Holdings, Inc..........................................................25
Key Investment Points...............................................................................................25
Investment Risks .......................................................................................................25
Company Profile........................................................................................................27
Latin America: Differentiated Opportunity, Added Risk ..........................................31
Earnings and Cash Flow Outlook..............................................................................32
Capital Structure........................................................................................................34
CNK Valuation..........................................................................................................35
Management and Ownership Profile .........................................................................38
Cinemark Financial Statements .................................................................................40
Regal Entertainment Group, Inc............................................43
Key Investment Points...............................................................................................43
Investment Risks .......................................................................................................44
Company Profile........................................................................................................45
Earnings and Cash Flow Outlook..............................................................................46
Capital Structure........................................................................................................48
Use of Cash ...............................................................................................................49
RGC Valuation ..........................................................................................................50
Management and Ownership Profile .........................................................................52
Regal Financial Statements .......................................................................................55
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