Primer: IMAX China Holding (1970 HK) - Aug 2026
Dominant Market Position: As the exclusive provider of IMAX technology in Greater China, the company holds a powerful brand synonymous with a...
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Flagging a potentially interesting situation: IMAX China (HKG: 1970)
Whilst IMAX Corp, the parent company, trades at ~8x EBITDA, the âbackwaterâ subsidiary IMAX HK, trades at a mere ~5x EBITDA, despite margins being...
937 Views
Overview of My Winners and Losers in 2025...and 5 High Conviction Ideas Going Into 2026
âThe 2025 "5 High Conviction Ideas" vintage had positive returns, with Arras Minerals and Solaris Resources leading the way. The 2026 list is more...
495 Views
Changhong Jiahua (3991 HK): The Upcoming Long Stop Date Sets the Pretext for a Deal Break
As expected, the scheme lapsed because Sichuan NDRC/Commerce approvals were not obtained by the 20 September Long Stop Date, which was not...
169 Views
CX Daily: Exclusive Interview: Lou Jiwei on Tackling a Greying China
Lou Jiwei /: Exclusive Interview: Lou Jiwei on tackling a greying China Corruption /: Trending in China: âLenientâ punishment of corrupt retired...
619 Views