Kinepolis Group(KIN)株式概要キネポリス・グループNVは、ベルギー、オランダ、フランス、スペイン、ルクセンブルグ、スイス、ポーランド、カナダ、米国でシネマコンプレックスを運営している。 詳細KIN ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績2/6財務の健全性3/6配当金2/6報酬当社が推定した公正価値より13.6%で取引されている 収益は年間22.01%増加すると予測されています アナリストらは、株価が47%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている すべてのリスクチェックを見るKIN Community Fair Values Create NarrativeSee what 25 others think this stock is worth. Follow their fair value or set your own to get alerts.Top Community NarrativesIV39.0% undervaluedIvoed•3d agoKinepolis Group Set to Achieve 22.52% Revenue Growth Boost, Experts Dream1303HE16.3% undervaluedHedgeY•14d agoA Premium Cinema Operator With a Quietly Compounding Cash Machine3902Top Community NarrativesIV39.0% undervaluedIvoed•3d agoKinepolis Group Set to Achieve 22.52% Revenue Growth Boost, Experts Dream1303HE16.3% undervaluedHedgeY•14d agoA Premium Cinema Operator With a Quietly Compounding Cash Machine3902View all narrativesKinepolis Group NV 競合他社ShochikuSymbol: TSE:9601Market cap: JP¥142.7bRoularta Media GroupSymbol: ENXTBR:ROUMarket cap: €160.5mDaiichikoshoSymbol: TSE:7458Market cap: JP¥179.5bPVR INOXSymbol: NSEI:PVRINOXMarket cap: ₹96.2b価格と性能株価の高値、安値、推移の概要Kinepolis Group過去の株価現在の株価€29.3052週高値€37.9052週安値€23.70ベータ0.441ヶ月の変化1.91%3ヶ月変化13.13%1年変化-9.57%3年間の変化-32.72%5年間の変化-41.00%IPOからの変化174.84%最新ニュース新しいナラティブ • May 20Kinepolis Group Set to Achieve 22.52% Revenue Growth Boost, Experts DreamKinepolis 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.お知らせ • May 15Kinepolis Group NV Approves Dividend, Payable on May 20, 2026The Ordinary General Meeting of Kinepolis Group NV has decided to pay out a dividend of €0.65 gross per share to the shareholders. After deduction of the Belgian withholding tax, the net dividend amounts to €0.455 per share. The dividend will be paid out as from 20 May 2026. The ex coupon date is fixed at 18 May 2026 and the record date at 19 May 2026.Upcoming Dividend • May 11Upcoming dividend of €0.46 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Belgian dividend payers (6.3%). Lower than average of industry peers (2.6%).新しいナラティブ • May 10A Premium Cinema Operator With a Quietly Compounding Cash MachineRating: 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.Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €1.42 (down from €1.51 in FY 2024). Revenue: €564.9m (down 2.3% from FY 2024). Net income: €37.9m (down 6.3% from FY 2024). Profit margin: 6.7% (down from 7.0% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Mar 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €25.20. The fair value is estimated to be €32.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.最新情報をもっと見るRecent updates新しいナラティブ • May 20Kinepolis Group Set to Achieve 22.52% Revenue Growth Boost, Experts DreamKinepolis 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.お知らせ • May 15Kinepolis Group NV Approves Dividend, Payable on May 20, 2026The Ordinary General Meeting of Kinepolis Group NV has decided to pay out a dividend of €0.65 gross per share to the shareholders. After deduction of the Belgian withholding tax, the net dividend amounts to €0.455 per share. The dividend will be paid out as from 20 May 2026. The ex coupon date is fixed at 18 May 2026 and the record date at 19 May 2026.Upcoming Dividend • May 11Upcoming dividend of €0.46 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Belgian dividend payers (6.3%). Lower than average of industry peers (2.6%).新しいナラティブ • May 10A Premium Cinema Operator With a Quietly Compounding Cash MachineRating: 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.Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €1.42 (down from €1.51 in FY 2024). Revenue: €564.9m (down 2.3% from FY 2024). Net income: €37.9m (down 6.3% from FY 2024). Profit margin: 6.7% (down from 7.0% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Mar 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €25.20. The fair value is estimated to be €32.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Buy Or Sell Opportunity • Mar 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €26.70. The fair value is estimated to be €34.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Declared Dividend • Feb 23Dividend of €0.46 announcedShareholders will receive a dividend of €0.46. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €1.42 (down from €1.51 in FY 2024). Revenue: €564.9m (down 2.3% from FY 2024). Net income: €37.9m (down 6.3% from FY 2024). Profit margin: 6.7% (down from 7.0% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Feb 20Kinepolis Group NV Proposes DividendKinepolis Group NV's proposed gross dividend of €0.65 per share to the General Meeting.New Risk • Feb 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (162% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 24First half 2025 earnings releasedFirst half 2025 results: Revenue: €257.9m (up 6.2% from 1H 2024). Net income: €6.97m (up €6.85m from 1H 2024). Profit margin: 2.7% (up from 0% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Entertainment industry in Europe.分析記事 • Jul 16Investors Met With Slowing Returns on Capital At Kinepolis Group (EBR:KIN)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...分析記事 • Apr 19Investors Can Find Comfort In Kinepolis Group's (EBR:KIN) Earnings QualityShareholders appeared unconcerned with Kinepolis Group NV's ( EBR:KIN ) lackluster earnings report last week. We think...Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €1.51 (down from €2.08 in FY 2023). Revenue: €578.2m (down 4.5% from FY 2023). Net income: €40.5m (down 28% from FY 2023). Profit margin: 7.0% (down from 9.3% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 9.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Price Target Changed • Feb 28Price target decreased by 7.2% to €50.25Down from €54.15, the current price target is an average from 4 analysts. New target price is 48% above last closing price of €34.05. Stock is down 22% over the past year. The company is forecast to post earnings per share of €1.64 for next year compared to €2.08 last year.分析記事 • Feb 26Returns On Capital At Kinepolis Group (EBR:KIN) Have Hit The BrakesDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...お知らせ • Feb 20+ 3 more updatesKinepolis Group NV to Report Fiscal Year 2024 Results on Apr 11, 2025Kinepolis Group NV announced that they will report fiscal year 2024 results at 12:00 PM, Central European Standard Time on Apr 11, 2025分析記事 • Jan 22When Should You Buy Kinepolis Group NV (EBR:KIN)?Kinepolis Group NV ( EBR:KIN ), is not the largest company out there, but it received a lot of attention from a...Price Target Changed • Jan 16Price target decreased by 7.6% to €51.90Down from €56.15, the current price target is an average from 4 analysts. New target price is 42% above last closing price of €36.45. Stock is down 8.9% over the past year. The company is forecast to post earnings per share of €1.64 for next year compared to €2.08 last year.分析記事 • Dec 02Kinepolis Group NV's (EBR:KIN) Intrinsic Value Is Potentially 79% Above Its Share PriceKey Insights Kinepolis Group's estimated fair value is €65.93 based on 2 Stage Free Cash Flow to Equity Kinepolis...分析記事 • Aug 30Kinepolis Group's (EBR:KIN) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with Kinepolis Group NV's ( EBR:KIN ) lackluster earnings report last week. We think...Reported Earnings • Aug 26First half 2024 earnings releasedFirst half 2024 results: Revenue: €242.8m (down 15% from 1H 2023). Net income: €117.0k (down 99% from 1H 2023). Profit margin: 0% (down from 7.3% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Entertainment industry in Europe.Major Estimate Revision • Aug 22Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €632.4m to €618.4m. EPS estimate also fell from €2.52 per share to €2.11 per share. Net income forecast to grow 7.8% next year vs 30% growth forecast for Entertainment industry in Belgium. Consensus price target down from €57.20 to €54.15. Share price was steady at €38.50 over the past week.お知らせ • Aug 22Kinepolis Appoints Pieter-Jan Sonck as New CFOKinepolis appointed Mr. Pieter-Jan Sonck as new CFO.分析記事 • Jun 27Kinepolis Group (EBR:KIN) Will Be Hoping To Turn Its Returns On Capital AroundIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Upcoming Dividend • May 09Upcoming dividend of €0.39 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Belgian dividend payers (6.9%). Lower than average of industry peers (1.8%).分析記事 • May 04Kinepolis Group (EBR:KIN) Has Announced That It Will Be Increasing Its Dividend To €0.385Kinepolis Group NV ( EBR:KIN ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Apr 20Kinepolis Group's (EBR:KIN) Upcoming Dividend Will Be Larger Than Last Year'sKinepolis Group NV ( EBR:KIN ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Mar 30Here's Why Kinepolis Group (EBR:KIN) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 04Kinepolis Group (EBR:KIN) Will Pay A Larger Dividend Than Last Year At €0.385Kinepolis Group NV ( EBR:KIN ) will increase its dividend from last year's comparable payment on the 15th of May to...分析記事 • Feb 26Kinepolis Group NV (EBR:KIN) Just Released Its Annual Earnings: Here's What Analysts ThinkInvestors in Kinepolis Group NV ( EBR:KIN ) had a good week, as its shares rose 4.8% to close at €43.50 following the...Reported Earnings • Feb 25Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €2.08 (up from €1.02 in FY 2022). Revenue: €605.5m (up 21% from FY 2022). Net income: €56.1m (up 103% from FY 2022). Profit margin: 9.3% (up from 5.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Declared Dividend • Feb 25Dividend of €0.39 announcedShareholders will receive a dividend of €0.39. Ex-date: 13th May 2024 Payment date: 15th May 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 6%.お知らせ • Feb 22+ 4 more updatesKinepolis Group NV to Report Q3, 2024 Results on Oct 24, 2024Kinepolis Group NV announced that they will report Q3, 2024 results on Oct 24, 2024分析記事 • Feb 15Here's Why We Think Kinepolis Group (EBR:KIN) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Jan 24Kinepolis Group NV to Report Fiscal Year 2023 Results on Feb 22, 2024Kinepolis Group NV announced that they will report fiscal year 2023 results on Feb 22, 2024分析記事 • Jan 17Is Now An Opportune Moment To Examine Kinepolis Group NV (EBR:KIN)?Kinepolis Group NV ( EBR:KIN ), is not the largest company out there, but it received a lot of attention from a...Buying Opportunity • Jan 17Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €53.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 85%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.分析記事 • Jan 04Kinepolis Group NV (EBR:KIN) Not Flying Under The RadarWhen close to half the companies in Belgium have price-to-earnings ratios (or "P/E's") below 12x, you may consider...分析記事 • Nov 15Kinepolis Group's (EBR:KIN) Returns On Capital Not Reflecting Well On The BusinessWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Nov 03Should You Be Adding Kinepolis Group (EBR:KIN) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Oct 16Is Kinepolis Group (EBR:KIN) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 17Is Kinepolis Group NV (EBR:KIN) Trading At A 37% Discount?Key Insights Kinepolis Group's estimated fair value is €71.83 based on 2 Stage Free Cash Flow to Equity Kinepolis...Reported Earnings • Aug 18First half 2023 earnings released: EPS: €0.77 (vs €0.34 in 1H 2022)First half 2023 results: EPS: €0.77 (up from €0.34 in 1H 2022). Revenue: €285.3m (up 25% from 1H 2022). Net income: €20.8m (up 129% from 1H 2022). Profit margin: 7.3% (up from 4.0% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.分析記事 • Aug 05There Are Reasons To Feel Uneasy About Kinepolis Group's (EBR:KIN) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Jun 21Kinepolis Group NV (ENXTBR:KIN) commences an Equity Buyback Plan for 550,000 shares, representing 2.04% of its issued share capital, under the authorization approved on May 10, 2023.Kinepolis Group NV (ENXTBR:KIN) commences share repurchases on June 13, 2023, under the program mandated by the shareholders in the Extraordinary General Meeting held on May 10, 2023. As per the mandate, the company is authorized to repurchase its 550,000 shares, representing 2.04% of its issued share capital. The shares will be repurchased at a price per share that is not may be lower than the par value per share and by more than 115% of the closing price at which the shares are quoted on Euronext Brussels on the day preceding that of the purchase or exchange. The repurchased shares will be used to cover share options. This authorization is valid for a period of five years. As of May 11, 2023, the company had 27,365,197 shares in total of which 382,396 were treasury shares On June 12, 2023, the company announces a share repurchase program. Under the program, the company will repurchase up to 200,000 own shares, for a total of €10 million through an independent broker. The repurchases will commence on June 13, 2023, and the program will expire on August 16, 2023.分析記事 • May 31Is It Too Late To Consider Buying Kinepolis Group NV (EBR:KIN)?Kinepolis Group NV ( EBR:KIN ), is not the largest company out there, but it received a lot of attention from a...分析記事 • May 18Is Kinepolis Group (EBR:KIN) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Upcoming Dividend • May 05Upcoming dividend of €0.18 per share at 0.6% yieldEligible shareholders must have bought the stock before 12 May 2023. Payment date: 16 May 2023. Trailing yield: 0.6%. Lower than top quartile of Belgian dividend payers (6.5%). Lower than average of industry peers (2.1%).分析記事 • May 01Calculating The Fair Value Of Kinepolis Group NV (EBR:KIN)Key Insights The projected fair value for Kinepolis Group is €52.69 based on 2 Stage Free Cash Flow to Equity Kinepolis...Reported Earnings • Apr 14Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Revenue: €499.9m (up 88% from FY 2021). Net income: €27.5m (up €52.9m from FY 2021). Profit margin: 5.5% (up from net loss in FY 2021). Revenue missed analyst estimates by 1.7%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Entertainment industry in Europe.分析記事 • Mar 22There Are Reasons To Feel Uneasy About Kinepolis Group's (EBR:KIN) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Buying Opportunity • Mar 10Now 21% undervaluedOver the last 90 days, the stock is up 7.4%. The fair value is estimated to be €52.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 29% per annum over the same time period.Buying Opportunity • Feb 22Now 23% undervaluedOver the last 90 days, the stock is up 8.8%. The fair value is estimated to be €52.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.お知らせ • Feb 16Kinepolis Group NV to Propsos DividendThe Board of Directors of Kinepolis Group NV will propose a gross dividend of €0.26 per share to the General Meeting. This corresponds to a pay-out ratio of 25% pending further recovery of the Group's solvency and debt reduction.Buying Opportunity • Feb 06Now 21% undervaluedOver the last 90 days, the stock is up 1.9%. The fair value is estimated to be €50.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 33% per annum over the same time period.分析記事 • Jan 14Is Kinepolis Group NV (EBR:KIN) Trading At A 29% Discount?Key Insights Kinepolis Group's estimated fair value is €54.0 based on 2 Stage Free Cash Flow to Equity Current share...Price Target Changed • Jan 03Price target decreased to €54.50Down from €64.17, the current price target is an average from 3 analysts. New target price is 37% above last closing price of €39.66. Stock is down 28% over the past year. The company is forecast to post earnings per share of €1.40 next year compared to a net loss per share of €0.94 last year.Major Estimate Revision • Dec 21Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €555.4m to €545.0m. EPS estimate also fell from €1.76 per share to €1.40 per share. Net income forecast to grow 108% next year vs 29% growth forecast for Entertainment industry in Belgium. Consensus price target down from €64.17 to €60.83. Share price fell 4.2% to €38.58 over the past week.分析記事 • Dec 21Is There Now An Opportunity In Kinepolis Group NV (EBR:KIN)?Kinepolis Group NV ( EBR:KIN ), is not the largest company out there, but it saw significant share price movement...Price Target Changed • Dec 20Price target decreased to €60.83Down from €68.83, the current price target is an average from 3 analysts. New target price is 63% above last closing price of €37.32. Stock is down 27% over the past year. The company is forecast to post earnings per share of €1.40 next year compared to a net loss per share of €0.94 last year.お知らせ • Dec 20Kinepolis Group NV to Report First Half, 2023 Results on Aug 17, 2023Kinepolis Group NV announced that they will report first half, 2023 results on Aug 17, 2023Buying Opportunity • Dec 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.0%. The fair value is estimated to be €50.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.お知らせ • Dec 16Kinepolis Group NV acquired Les Cinémas Pathé Gaumont from Pathé SAS.Kinepolis Group NV acquired Les Cinémas Pathé Gaumont from Pathé SAS on December 14 2022. Following this acquisition, Kinepolis France now operates 15 Kinepolis cinemas and one Arthouse cinema named Klub, with a total of 176 screens and over 40,000 seats.Kinepolis Group NV completed the acquisition of Les Cinémas Pathé Gaumont from Pathé SAS on December 14 2022.分析記事 • Dec 06Kinepolis Group (EBR:KIN) Is Reinvesting At Lower Rates Of ReturnIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Major Estimate Revision • Nov 17Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €570.2m to €555.4m. EPS estimate also fell from €2.04 per share to €1.76 per share. Net income forecast to grow 125% next year vs 32% growth forecast for Entertainment industry in Belgium. Consensus price target down from €68.83 to €64.17. Share price fell 5.6% to €37.10 over the past week.Price Target Changed • Nov 16Price target decreased to €64.17Down from €69.50, the current price target is an average from 3 analysts. New target price is 66% above last closing price of €38.58. Stock is down 25% over the past year. The company is forecast to post earnings per share of €2.04 next year compared to a net loss per share of €0.94 last year.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Vice Chairman Philip Ghekiere was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 28+ 1 more updateKinepolis Group NV, Annual General Meeting, May 10, 2023Kinepolis Group NV, Annual General Meeting, May 10, 2023.分析記事 • Oct 12Kinepolis Group (EBR:KIN) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Sep 25Is Kinepolis Group NV (EBR:KIN) Trading At A 41% Discount?In this article we are going to estimate the intrinsic value of Kinepolis Group NV ( EBR:KIN ) by estimating the...Major Estimate Revision • Aug 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €2.44 to €2.04 per share. Revenue forecast steady at €570.2m. Net income forecast to grow 171% next year vs 24% growth forecast for Entertainment industry in Belgium. Consensus price target of €73.50 unchanged from last update. Share price fell 4.0% to €43.44 over the past week.Reported Earnings • Aug 20First half 2022 earnings released: EPS: €0 (vs €1.70 loss in 1H 2021)First half 2022 results: EPS: €0 (up from €1.70 loss in 1H 2021). Revenue: €228.0m (up €191.2m from 1H 2021). Net income: €9.10m (up €54.7m from 1H 2021). Profit margin: 4.0% (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 36%, compared to a 25% growth forecast for the Entertainment industry in Belgium.お知らせ • Aug 18Kinepolis Group Nv Appoints Mr. Jeroen Mouton as the New CFO, Effective on November 15, 2022Kinepolis Group NV announced Appointment of Mr. Jeroen Mouton as the new CFO. He will start on 15 November 2022.お知らせ • Aug 13Kinepolis Group NV (ENXTBR:KIN) acquired Operations of Two Spanish Cinemas.Kinepolis Group NV (ENXTBR:KIN) acquired Operations of Two Spanish Cinemas on August 11, 2022. Kinepolis Group NV (ENXTBR:KIN) completed the acquisition Operations of Two Spanish Cinemas on August 11, 2022.分析記事 • Jun 08An Intrinsic Calculation For Kinepolis Group NV (EBR:KIN) Suggests It's 37% UndervaluedHow far off is Kinepolis Group NV ( EBR:KIN ) from its intrinsic value? Using the most recent financial data, we'll...分析記事 • May 10Why Kinepolis Group NV (EBR:KIN) Could Be Worth WatchingKinepolis Group NV ( EBR:KIN ), is not the largest company out there, but it saw significant share price movement...Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Vice Chairman Philip Ghekiere was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 16Kinepolis Group NV to Report Fiscal Year 2022 Results on Feb 16, 2023Kinepolis Group NV announced that they will report fiscal year 2022 results on Feb 16, 2023分析記事 • Mar 28Does Kinepolis Group (EBR:KIN) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Mar 01An Intrinsic Calculation For Kinepolis Group NV (EBR:KIN) Suggests It's 33% UndervaluedToday we will run through one way of estimating the intrinsic value of Kinepolis Group NV ( EBR:KIN ) by projecting its...Price Target Changed • Feb 21Price target increased to €74.17Up from €69.00, the current price target is an average from 3 analysts. New target price is 28% above last closing price of €57.90. Stock is up 47% over the past year. The company is forecast to post earnings per share of €2.64 next year compared to a net loss per share of €0.94 last year.Reported Earnings • Feb 19Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: €0.94 loss per share (up from €2.56 loss in FY 2020). Revenue: €266.4m (up 51% from FY 2020). Net loss: €25.4m (loss narrowed 63% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Over the next year, revenue is forecast to grow 118%, compared to a 46% growth forecast for the industry in Belgium. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.お知らせ • Feb 18+ 2 more updatesKinepolis Group NV to Report Q1, 2022 Results on Apr 28, 2022Kinepolis Group NV announced that they will report Q1, 2022 results on Apr 28, 2022分析記事 • Dec 01Is Kinepolis Group NV (EBR:KIN) Trading At A 49% Discount?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Kinepolis Group NV...分析記事 • Nov 04Here's Why Kinepolis Group (EBR:KIN) Can Afford Some DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Sep 08Price target increased to €55.00Up from €50.67, the current price target is an average from 3 analysts. New target price is 16% above last closing price of €47.28. Stock is up 30% over the past year.株主還元KINBE EntertainmentBE 市場7D-1.7%0.3%2.0%1Y-9.6%-24.5%22.6%株主還元を見る業界別リターン: KIN過去 1 年間で-24.5 % の収益を上げたBelgian Entertainment業界を上回りました。リターン対市場: KINは、過去 1 年間で22.6 % のリターンを上げたBelgian市場を下回りました。価格変動Is KIN's price volatile compared to industry and market?KIN volatilityKIN Average Weekly Movement4.0%Entertainment Industry Average Movement6.3%Market Average Movement4.3%10% most volatile stocks in BE Market7.1%10% least volatile stocks in BE Market2.6%安定した株価: KIN 、 Belgian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: KINの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト19762,087Eddy Duquennewww.kinepolis.comキネポリス・グループは、ベルギー、オランダ、フランス、スペイン、ルクセンブルグ、スイス、ポーランド、カナダ、米国でシネマコンプレックスを運営している。同社は、KINEPOLIS、Landmark Cinemas、MJR THEATRESのブランドでシネマコンプレックスを運営している。また、企業イベントの開催、映画館での企業向けクーポン券の販売や宣伝キャンペーン、シネマコンプレックスでの飲料や軽食の販売、セルフサービスショップやその他の劇場内販売コンセプトの運営も行っている。また、映画だけでなく、コンサートや子供向けコンテンツなどの代替コンテンツの配給、フランドル映画の製作と宣伝、スクリーン広告、不動産の賃貸にも携わっている。キネポリス・グループは1976年に設立され、ベルギーのブリュッセルに本社を置いている。もっと見るKinepolis Group NV 基礎のまとめKinepolis Group の収益と売上を時価総額と比較するとどうか。KIN 基礎統計学時価総額€783.73m収益(TTM)€37.91m売上高(TTM)€564.89m20.7xPER(株価収益率1.4xP/SレシオKIN は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計KIN 損益計算書(TTM)収益€564.89m売上原価€433.75m売上総利益€131.14mその他の費用€93.23m収益€37.91m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益(EPS)1.42グロス・マージン23.21%純利益率6.71%有利子負債/自己資本比率188.3%KIN の長期的なパフォーマンスは?過去の実績と比較を見る配当金2.2%現在の配当利回り46%配当性向View Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/24 16:40終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Kinepolis Group NV 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Trion ReidBerenbergArnaud GoossensBNP ParibasFernand de BoerDegroof Petercam4 その他のアナリストを表示
新しいナラティブ • May 20Kinepolis Group Set to Achieve 22.52% Revenue Growth Boost, Experts DreamKinepolis 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.
お知らせ • May 15Kinepolis Group NV Approves Dividend, Payable on May 20, 2026The Ordinary General Meeting of Kinepolis Group NV has decided to pay out a dividend of €0.65 gross per share to the shareholders. After deduction of the Belgian withholding tax, the net dividend amounts to €0.455 per share. The dividend will be paid out as from 20 May 2026. The ex coupon date is fixed at 18 May 2026 and the record date at 19 May 2026.
Upcoming Dividend • May 11Upcoming dividend of €0.46 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Belgian dividend payers (6.3%). Lower than average of industry peers (2.6%).
新しいナラティブ • May 10A Premium Cinema Operator With a Quietly Compounding Cash MachineRating: 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.
Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €1.42 (down from €1.51 in FY 2024). Revenue: €564.9m (down 2.3% from FY 2024). Net income: €37.9m (down 6.3% from FY 2024). Profit margin: 6.7% (down from 7.0% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Mar 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €25.20. The fair value is estimated to be €32.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
新しいナラティブ • May 20Kinepolis Group Set to Achieve 22.52% Revenue Growth Boost, Experts DreamKinepolis 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.
お知らせ • May 15Kinepolis Group NV Approves Dividend, Payable on May 20, 2026The Ordinary General Meeting of Kinepolis Group NV has decided to pay out a dividend of €0.65 gross per share to the shareholders. After deduction of the Belgian withholding tax, the net dividend amounts to €0.455 per share. The dividend will be paid out as from 20 May 2026. The ex coupon date is fixed at 18 May 2026 and the record date at 19 May 2026.
Upcoming Dividend • May 11Upcoming dividend of €0.46 per shareEligible shareholders must have bought the stock before 18 May 2026. Payment date: 20 May 2026. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Belgian dividend payers (6.3%). Lower than average of industry peers (2.6%).
新しいナラティブ • May 10A Premium Cinema Operator With a Quietly Compounding Cash MachineRating: 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.
Reported Earnings • Apr 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €1.42 (down from €1.51 in FY 2024). Revenue: €564.9m (down 2.3% from FY 2024). Net income: €37.9m (down 6.3% from FY 2024). Profit margin: 6.7% (down from 7.0% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Mar 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €25.20. The fair value is estimated to be €32.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Buy Or Sell Opportunity • Mar 02Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €26.70. The fair value is estimated to be €34.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 5.5%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Declared Dividend • Feb 23Dividend of €0.46 announcedShareholders will receive a dividend of €0.46. Ex-date: 18th May 2026 Payment date: 20th May 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €1.42 (down from €1.51 in FY 2024). Revenue: €564.9m (down 2.3% from FY 2024). Net income: €37.9m (down 6.3% from FY 2024). Profit margin: 6.7% (down from 7.0% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Feb 20Kinepolis Group NV Proposes DividendKinepolis Group NV's proposed gross dividend of €0.65 per share to the General Meeting.
New Risk • Feb 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (162% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 24First half 2025 earnings releasedFirst half 2025 results: Revenue: €257.9m (up 6.2% from 1H 2024). Net income: €6.97m (up €6.85m from 1H 2024). Profit margin: 2.7% (up from 0% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Entertainment industry in Europe.
分析記事 • Jul 16Investors Met With Slowing Returns on Capital At Kinepolis Group (EBR:KIN)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
分析記事 • Apr 19Investors Can Find Comfort In Kinepolis Group's (EBR:KIN) Earnings QualityShareholders appeared unconcerned with Kinepolis Group NV's ( EBR:KIN ) lackluster earnings report last week. We think...
Reported Earnings • Apr 14Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: €1.51 (down from €2.08 in FY 2023). Revenue: €578.2m (down 4.5% from FY 2023). Net income: €40.5m (down 28% from FY 2023). Profit margin: 7.0% (down from 9.3% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 9.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Price Target Changed • Feb 28Price target decreased by 7.2% to €50.25Down from €54.15, the current price target is an average from 4 analysts. New target price is 48% above last closing price of €34.05. Stock is down 22% over the past year. The company is forecast to post earnings per share of €1.64 for next year compared to €2.08 last year.
分析記事 • Feb 26Returns On Capital At Kinepolis Group (EBR:KIN) Have Hit The BrakesDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
お知らせ • Feb 20+ 3 more updatesKinepolis Group NV to Report Fiscal Year 2024 Results on Apr 11, 2025Kinepolis Group NV announced that they will report fiscal year 2024 results at 12:00 PM, Central European Standard Time on Apr 11, 2025
分析記事 • Jan 22When Should You Buy Kinepolis Group NV (EBR:KIN)?Kinepolis Group NV ( EBR:KIN ), is not the largest company out there, but it received a lot of attention from a...
Price Target Changed • Jan 16Price target decreased by 7.6% to €51.90Down from €56.15, the current price target is an average from 4 analysts. New target price is 42% above last closing price of €36.45. Stock is down 8.9% over the past year. The company is forecast to post earnings per share of €1.64 for next year compared to €2.08 last year.
分析記事 • Dec 02Kinepolis Group NV's (EBR:KIN) Intrinsic Value Is Potentially 79% Above Its Share PriceKey Insights Kinepolis Group's estimated fair value is €65.93 based on 2 Stage Free Cash Flow to Equity Kinepolis...
分析記事 • Aug 30Kinepolis Group's (EBR:KIN) Conservative Accounting Might Explain Soft EarningsShareholders appeared unconcerned with Kinepolis Group NV's ( EBR:KIN ) lackluster earnings report last week. We think...
Reported Earnings • Aug 26First half 2024 earnings releasedFirst half 2024 results: Revenue: €242.8m (down 15% from 1H 2023). Net income: €117.0k (down 99% from 1H 2023). Profit margin: 0% (down from 7.3% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Entertainment industry in Europe.
Major Estimate Revision • Aug 22Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €632.4m to €618.4m. EPS estimate also fell from €2.52 per share to €2.11 per share. Net income forecast to grow 7.8% next year vs 30% growth forecast for Entertainment industry in Belgium. Consensus price target down from €57.20 to €54.15. Share price was steady at €38.50 over the past week.
お知らせ • Aug 22Kinepolis Appoints Pieter-Jan Sonck as New CFOKinepolis appointed Mr. Pieter-Jan Sonck as new CFO.
分析記事 • Jun 27Kinepolis Group (EBR:KIN) Will Be Hoping To Turn Its Returns On Capital AroundIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Upcoming Dividend • May 09Upcoming dividend of €0.39 per shareEligible shareholders must have bought the stock before 13 May 2024. Payment date: 15 May 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Belgian dividend payers (6.9%). Lower than average of industry peers (1.8%).
分析記事 • May 04Kinepolis Group (EBR:KIN) Has Announced That It Will Be Increasing Its Dividend To €0.385Kinepolis Group NV ( EBR:KIN ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Apr 20Kinepolis Group's (EBR:KIN) Upcoming Dividend Will Be Larger Than Last Year'sKinepolis Group NV ( EBR:KIN ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Mar 30Here's Why Kinepolis Group (EBR:KIN) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Mar 04Kinepolis Group (EBR:KIN) Will Pay A Larger Dividend Than Last Year At €0.385Kinepolis Group NV ( EBR:KIN ) will increase its dividend from last year's comparable payment on the 15th of May to...
分析記事 • Feb 26Kinepolis Group NV (EBR:KIN) Just Released Its Annual Earnings: Here's What Analysts ThinkInvestors in Kinepolis Group NV ( EBR:KIN ) had a good week, as its shares rose 4.8% to close at €43.50 following the...
Reported Earnings • Feb 25Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €2.08 (up from €1.02 in FY 2022). Revenue: €605.5m (up 21% from FY 2022). Net income: €56.1m (up 103% from FY 2022). Profit margin: 9.3% (up from 5.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has increased by 113% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Feb 25Dividend of €0.39 announcedShareholders will receive a dividend of €0.39. Ex-date: 13th May 2024 Payment date: 15th May 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 6%.
お知らせ • Feb 22+ 4 more updatesKinepolis Group NV to Report Q3, 2024 Results on Oct 24, 2024Kinepolis Group NV announced that they will report Q3, 2024 results on Oct 24, 2024
分析記事 • Feb 15Here's Why We Think Kinepolis Group (EBR:KIN) Might Deserve Your Attention TodayThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Jan 24Kinepolis Group NV to Report Fiscal Year 2023 Results on Feb 22, 2024Kinepolis Group NV announced that they will report fiscal year 2023 results on Feb 22, 2024
分析記事 • Jan 17Is Now An Opportune Moment To Examine Kinepolis Group NV (EBR:KIN)?Kinepolis Group NV ( EBR:KIN ), is not the largest company out there, but it received a lot of attention from a...
Buying Opportunity • Jan 17Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €53.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 85%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.
分析記事 • Jan 04Kinepolis Group NV (EBR:KIN) Not Flying Under The RadarWhen close to half the companies in Belgium have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
分析記事 • Nov 15Kinepolis Group's (EBR:KIN) Returns On Capital Not Reflecting Well On The BusinessWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Nov 03Should You Be Adding Kinepolis Group (EBR:KIN) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Oct 16Is Kinepolis Group (EBR:KIN) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Sep 17Is Kinepolis Group NV (EBR:KIN) Trading At A 37% Discount?Key Insights Kinepolis Group's estimated fair value is €71.83 based on 2 Stage Free Cash Flow to Equity Kinepolis...
Reported Earnings • Aug 18First half 2023 earnings released: EPS: €0.77 (vs €0.34 in 1H 2022)First half 2023 results: EPS: €0.77 (up from €0.34 in 1H 2022). Revenue: €285.3m (up 25% from 1H 2022). Net income: €20.8m (up 129% from 1H 2022). Profit margin: 7.3% (up from 4.0% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Entertainment industry in Europe. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
分析記事 • Aug 05There Are Reasons To Feel Uneasy About Kinepolis Group's (EBR:KIN) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Jun 21Kinepolis Group NV (ENXTBR:KIN) commences an Equity Buyback Plan for 550,000 shares, representing 2.04% of its issued share capital, under the authorization approved on May 10, 2023.Kinepolis Group NV (ENXTBR:KIN) commences share repurchases on June 13, 2023, under the program mandated by the shareholders in the Extraordinary General Meeting held on May 10, 2023. As per the mandate, the company is authorized to repurchase its 550,000 shares, representing 2.04% of its issued share capital. The shares will be repurchased at a price per share that is not may be lower than the par value per share and by more than 115% of the closing price at which the shares are quoted on Euronext Brussels on the day preceding that of the purchase or exchange. The repurchased shares will be used to cover share options. This authorization is valid for a period of five years. As of May 11, 2023, the company had 27,365,197 shares in total of which 382,396 were treasury shares On June 12, 2023, the company announces a share repurchase program. Under the program, the company will repurchase up to 200,000 own shares, for a total of €10 million through an independent broker. The repurchases will commence on June 13, 2023, and the program will expire on August 16, 2023.
分析記事 • May 31Is It Too Late To Consider Buying Kinepolis Group NV (EBR:KIN)?Kinepolis Group NV ( EBR:KIN ), is not the largest company out there, but it received a lot of attention from a...
分析記事 • May 18Is Kinepolis Group (EBR:KIN) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Upcoming Dividend • May 05Upcoming dividend of €0.18 per share at 0.6% yieldEligible shareholders must have bought the stock before 12 May 2023. Payment date: 16 May 2023. Trailing yield: 0.6%. Lower than top quartile of Belgian dividend payers (6.5%). Lower than average of industry peers (2.1%).
分析記事 • May 01Calculating The Fair Value Of Kinepolis Group NV (EBR:KIN)Key Insights The projected fair value for Kinepolis Group is €52.69 based on 2 Stage Free Cash Flow to Equity Kinepolis...
Reported Earnings • Apr 14Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Revenue: €499.9m (up 88% from FY 2021). Net income: €27.5m (up €52.9m from FY 2021). Profit margin: 5.5% (up from net loss in FY 2021). Revenue missed analyst estimates by 1.7%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Entertainment industry in Europe.
分析記事 • Mar 22There Are Reasons To Feel Uneasy About Kinepolis Group's (EBR:KIN) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Buying Opportunity • Mar 10Now 21% undervaluedOver the last 90 days, the stock is up 7.4%. The fair value is estimated to be €52.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 29% per annum over the same time period.
Buying Opportunity • Feb 22Now 23% undervaluedOver the last 90 days, the stock is up 8.8%. The fair value is estimated to be €52.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings is also forecast to grow by 27% per annum over the same time period.
お知らせ • Feb 16Kinepolis Group NV to Propsos DividendThe Board of Directors of Kinepolis Group NV will propose a gross dividend of €0.26 per share to the General Meeting. This corresponds to a pay-out ratio of 25% pending further recovery of the Group's solvency and debt reduction.
Buying Opportunity • Feb 06Now 21% undervaluedOver the last 90 days, the stock is up 1.9%. The fair value is estimated to be €50.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 33% per annum over the same time period.
分析記事 • Jan 14Is Kinepolis Group NV (EBR:KIN) Trading At A 29% Discount?Key Insights Kinepolis Group's estimated fair value is €54.0 based on 2 Stage Free Cash Flow to Equity Current share...
Price Target Changed • Jan 03Price target decreased to €54.50Down from €64.17, the current price target is an average from 3 analysts. New target price is 37% above last closing price of €39.66. Stock is down 28% over the past year. The company is forecast to post earnings per share of €1.40 next year compared to a net loss per share of €0.94 last year.
Major Estimate Revision • Dec 21Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €555.4m to €545.0m. EPS estimate also fell from €1.76 per share to €1.40 per share. Net income forecast to grow 108% next year vs 29% growth forecast for Entertainment industry in Belgium. Consensus price target down from €64.17 to €60.83. Share price fell 4.2% to €38.58 over the past week.
分析記事 • Dec 21Is There Now An Opportunity In Kinepolis Group NV (EBR:KIN)?Kinepolis Group NV ( EBR:KIN ), is not the largest company out there, but it saw significant share price movement...
Price Target Changed • Dec 20Price target decreased to €60.83Down from €68.83, the current price target is an average from 3 analysts. New target price is 63% above last closing price of €37.32. Stock is down 27% over the past year. The company is forecast to post earnings per share of €1.40 next year compared to a net loss per share of €0.94 last year.
お知らせ • Dec 20Kinepolis Group NV to Report First Half, 2023 Results on Aug 17, 2023Kinepolis Group NV announced that they will report first half, 2023 results on Aug 17, 2023
Buying Opportunity • Dec 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.0%. The fair value is estimated to be €50.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 25% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 26% per annum over the same time period.
お知らせ • Dec 16Kinepolis Group NV acquired Les Cinémas Pathé Gaumont from Pathé SAS.Kinepolis Group NV acquired Les Cinémas Pathé Gaumont from Pathé SAS on December 14 2022. Following this acquisition, Kinepolis France now operates 15 Kinepolis cinemas and one Arthouse cinema named Klub, with a total of 176 screens and over 40,000 seats.Kinepolis Group NV completed the acquisition of Les Cinémas Pathé Gaumont from Pathé SAS on December 14 2022.
分析記事 • Dec 06Kinepolis Group (EBR:KIN) Is Reinvesting At Lower Rates Of ReturnIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Major Estimate Revision • Nov 17Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €570.2m to €555.4m. EPS estimate also fell from €2.04 per share to €1.76 per share. Net income forecast to grow 125% next year vs 32% growth forecast for Entertainment industry in Belgium. Consensus price target down from €68.83 to €64.17. Share price fell 5.6% to €37.10 over the past week.
Price Target Changed • Nov 16Price target decreased to €64.17Down from €69.50, the current price target is an average from 3 analysts. New target price is 66% above last closing price of €38.58. Stock is down 25% over the past year. The company is forecast to post earnings per share of €2.04 next year compared to a net loss per share of €0.94 last year.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Vice Chairman Philip Ghekiere was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 28+ 1 more updateKinepolis Group NV, Annual General Meeting, May 10, 2023Kinepolis Group NV, Annual General Meeting, May 10, 2023.
分析記事 • Oct 12Kinepolis Group (EBR:KIN) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Sep 25Is Kinepolis Group NV (EBR:KIN) Trading At A 41% Discount?In this article we are going to estimate the intrinsic value of Kinepolis Group NV ( EBR:KIN ) by estimating the...
Major Estimate Revision • Aug 30Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €2.44 to €2.04 per share. Revenue forecast steady at €570.2m. Net income forecast to grow 171% next year vs 24% growth forecast for Entertainment industry in Belgium. Consensus price target of €73.50 unchanged from last update. Share price fell 4.0% to €43.44 over the past week.
Reported Earnings • Aug 20First half 2022 earnings released: EPS: €0 (vs €1.70 loss in 1H 2021)First half 2022 results: EPS: €0 (up from €1.70 loss in 1H 2021). Revenue: €228.0m (up €191.2m from 1H 2021). Net income: €9.10m (up €54.7m from 1H 2021). Profit margin: 4.0% (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 36%, compared to a 25% growth forecast for the Entertainment industry in Belgium.
お知らせ • Aug 18Kinepolis Group Nv Appoints Mr. Jeroen Mouton as the New CFO, Effective on November 15, 2022Kinepolis Group NV announced Appointment of Mr. Jeroen Mouton as the new CFO. He will start on 15 November 2022.
お知らせ • Aug 13Kinepolis Group NV (ENXTBR:KIN) acquired Operations of Two Spanish Cinemas.Kinepolis Group NV (ENXTBR:KIN) acquired Operations of Two Spanish Cinemas on August 11, 2022. Kinepolis Group NV (ENXTBR:KIN) completed the acquisition Operations of Two Spanish Cinemas on August 11, 2022.
分析記事 • Jun 08An Intrinsic Calculation For Kinepolis Group NV (EBR:KIN) Suggests It's 37% UndervaluedHow far off is Kinepolis Group NV ( EBR:KIN ) from its intrinsic value? Using the most recent financial data, we'll...
分析記事 • May 10Why Kinepolis Group NV (EBR:KIN) Could Be Worth WatchingKinepolis Group NV ( EBR:KIN ), is not the largest company out there, but it saw significant share price movement...
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Vice Chairman Philip Ghekiere was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 16Kinepolis Group NV to Report Fiscal Year 2022 Results on Feb 16, 2023Kinepolis Group NV announced that they will report fiscal year 2022 results on Feb 16, 2023
分析記事 • Mar 28Does Kinepolis Group (EBR:KIN) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Mar 01An Intrinsic Calculation For Kinepolis Group NV (EBR:KIN) Suggests It's 33% UndervaluedToday we will run through one way of estimating the intrinsic value of Kinepolis Group NV ( EBR:KIN ) by projecting its...
Price Target Changed • Feb 21Price target increased to €74.17Up from €69.00, the current price target is an average from 3 analysts. New target price is 28% above last closing price of €57.90. Stock is up 47% over the past year. The company is forecast to post earnings per share of €2.64 next year compared to a net loss per share of €0.94 last year.
Reported Earnings • Feb 19Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: €0.94 loss per share (up from €2.56 loss in FY 2020). Revenue: €266.4m (up 51% from FY 2020). Net loss: €25.4m (loss narrowed 63% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Over the next year, revenue is forecast to grow 118%, compared to a 46% growth forecast for the industry in Belgium. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 18+ 2 more updatesKinepolis Group NV to Report Q1, 2022 Results on Apr 28, 2022Kinepolis Group NV announced that they will report Q1, 2022 results on Apr 28, 2022
分析記事 • Dec 01Is Kinepolis Group NV (EBR:KIN) Trading At A 49% Discount?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Kinepolis Group NV...
分析記事 • Nov 04Here's Why Kinepolis Group (EBR:KIN) Can Afford Some DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Sep 08Price target increased to €55.00Up from €50.67, the current price target is an average from 3 analysts. New target price is 16% above last closing price of €47.28. Stock is up 30% over the past year.