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Financial Analysis

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Recent

v0.1
1970.HK$8.57+0.23%
Fair $8.57+0.0%

1970.HK

IMAX China Holding, Inc.

Communication Services / EntertainmentHKSE

$8.57

+0.02 (+0.23%)

Fairly Valued+0.0%Fair Value $8.57Fund rank 29/100 · Data gapFallback financials|
SA 68/B
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $20.1M · quality 50.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

68/100

B

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 1970.HKLocal privado en este navegador · IMAX China Holding, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$2.9B

P/E

10.0x

↓

EV/EBITDA

42.2x

↑

ROE

11.9%

↑

Gross Margin

65.3%

↑

Debt/Equity

0.00

↓
52-Week Range$9
$7$9

TradingView lightweight chart

1970.HK price, volumen y niveles de valoración

Último $8.570Periodo -75.0%
Fair value: $8.570

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+11.8%

FCF CAGR

—

FCF margin

50.9%

FCF / Net income

1.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $102.3M · net income $37.7M · FCF $52.1M

2022-FY → 2025-FY

Gross margin

65.3%+11.1% pts

Operating margin

45.7%+17.3% pts

Net margin

36.8%+22.1% pts

FCF margin

50.9%+61.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$102.3M$102.3M$81.0M$87.0M$73.3M
Net Income$37.7M$37.7M$22.2M$27.5M$10.8M
EBITDA$66.2M$66.2M$48.4M$53.8M$31.9M
EPS0.110.110.060.080.03
Gross Margin65.3%65.3%54.3%62.7%54.1%
Operating Margin45.7%45.7%34.5%37.8%28.4%
Net Margin36.8%36.8%27.4%31.6%14.7%
Balance Sheet
Debt/Equity0.000.000.010.010.06
Current Ratio6.396.39———
Cash Flow
Free Cash Flow$52.1M$52.1M$20.1M$8.4M$-7.9M
Returns
ROE11.9%11.9%8.1%10.8%4.6%
Valuation
P/E9.979.97125.1791.25296.67
EV/EBITDA42.2042.2051.5145.1793.47
P/B9.259.259.389.8013.07
Growth & Yield
Revenue Growth26.4%26.4%-6.9%18.6%—
EPS Growth83.3%83.3%-25.0%166.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

90.5%

muy exigente

EPS terminal req.

$0.76

Spread vs growth

-7.2%

5Y implied EPS CAGR

52.9%

muy exigente

EPS terminal req.

$0.92

Spread vs growth

30.4%

10Y implied EPS CAGR

29.7%

muy exigente

EPS terminal req.

$1.48

Spread vs growth

53.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +7.8%

Total return

+7.8%

Start / end P/E

132.5x → 77.9x

EPS bridge

0.06 → 0.11

Residual

-34.3%

EPS growth+83.3%
Multiple rerating-41.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-34.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.