$CNK

Cinemark Holdings Inc

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$CNK

Cinemark Holdings Inc

Past 12mo:4mentions1voices

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All voices4 mentions since Dec 2025calls only

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Frequently asked

Who mentions $CNK most on Surfaced?

@valuedontlie (Colin King) mentions $CNK most — 4 mentions in the past 12 months.

When was $CNK first mentioned on Surfaced?

The earliest tracked mention of $CNK in the Surfaced archive was on Dec 6, 2025.

How many voices track $CNK?

1 FinTwit voice has mentioned $CNK 4 times in the past 12 months.

What kind of voices mention $CNK most?

$CNK is mentioned most by Long Research voices on Surfaced.

Recent mentions

4 mentions

@valuedontlieFeb 3, 2026 · 8:58 PM

Ideas from Jan 26: 1) $TFX — abandoned spin-off for divestiture + CEO change + buybacks 2) $KBR — value + catalyst: upcoming spin (2H26) 3) $SXP.TO — sale-leaseback, capital returns + resuming M&A, fundamentals inflecting 4) $CNK — beaten down + capital allocation inflection https://t.co/abK2EJT5gm

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@valuedontlieJan 14, 2026 · 12:21 PM

1) $CNK beaten down movie theater chain... viewed as melting ice cube, but very likely earnings will be higher next 2-3yrs as capital allocation inflects away from debt service toward buybacks https://t.co/DCbOPZbHQr

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@valuedontlieJan 13, 2026 · 7:27 PM

$CNK quick value: 1) #3 movie theater operator in North America w/ 15% market share 2) theaters clobbered during COVID and again from 2023 hollywood strikes -- industry box office sales ~76% of pre-COVID levels 3) business model has 2 components: 1) ticket sales shared w/ studios = 43-45% product margins; and 2) concession sales = 80%+ margins 4) despite industry headwinds, 2025 sales are ~96% of 2019 level (entirely via ticket pricing & concessions) 5) Movie Club loyalty members at 1.45m paying $10.99/month+ and growing >10% = largest paid member base among theaters and drive 30% of ticket sales 6) capital allocation -- favored dividends pre-2020, then eliminated during COVID -- repaid COVID debt 2021-2024, buybacks + dividend initiated in 2025 7) 2026 expected to have a robust box office year (estimates +10%ish) -- stock trading at 10% FCF yield (trailing) Glossed over the WBD/NFLX drama... CNK was trading at $30+ in Nov 2025 and now sits at $23, some of that from fears of NFLX impact on theatrical release Stock looks cheap and has a nice inflection story heading into 2026

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@valuedontlieDec 6, 2025 · 6:29 PM

Thinking of buying $CMCSA $CNK in the wake of the WBD transaction…

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