(This is a “new” periodic post where I will discuss updates to ideas previously presented, plus links to interesting readings I found here and there and to remarkable stock ideas provided by other analysts) Kinepolis Kinepolis registered a good 2023: visitors and revenues were both up +21%, EBITDAL was up +33% and net profits doubled. However, it’s still 12% below the pre-pandemic number of visitors, despite having roughly 5% more available seats (like-for-like, last year it only had ~75% of the visitors it registered in 2019). The company managed to reduce the debt outstanding, with net debt / EBITDA now sitting at a more comfortable 4.6x.
Siltronic: what is definitely interesting is our beloved HAL Trust taking a 5.3% stake
https://www.siltronic.com/de/investoren/finanzmeldungen/stimmrechtsmitteilungen/siltronic-ag-veroeffentlichung-gemaess-40-abs-1-wphg-mit-dem-ziel-der-europaweiten-verbreitung-2688081-1705588571.html
Thanks very much, I missed it: these releases are not really well-communicated (they are hidden in the website...), so much that Tikr doesn't have it