Our community narratives are driven by numbers and valuation.
Kinepolis still looks undervalued to me at €29.80. The market is pricing the company as if the recovery story remains fragile, but the underlying numbers are now stronger than that share price implies.Read more
Rating: Buy / Quality recovery compounder Style: Mid-cap consumer compounder with cyclical film-slate exposure Core debate: Is Kinepolis just a movie-theatre operator in a structurally challenged industry, or is it a premium cinema platform with better economics, stronger pricing power, and more durable cash generation than the market gives it credit for? Executive view Kinepolis is not a “cinema recovery trade” in the simple sense.Read more