wataru
2021-06-30
When the hedgies cover, we will go to the moon 🚀🌙
AMC Stock: Could Meme Mania Save The Company?<blockquote>AMC股票：模因狂热能拯救公司吗？</blockquote>
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AMC st","content":"<p>Shares of the movie theater operator AMC (<b>AMC</b>) have been on fire since the beginning of June. AMC stock has already appreciated more than 80% in the month, while gains for the past half year have surpassed 2,400%.</p><p><blockquote>电影院运营商AMC的股份(<b>AMC</b>）从6月初开始就火了。AMC股价本月已上涨超过80%，而过去半年的涨幅已超过2,400%。</blockquote></p><p> The rally in AMC share price, however, has not been grounded on solid business fundamentals. Momentum alone has carried the stock to the moon. Today, Wall Street Memes debates whether meme mania can help to improve not only the stock price, but also AMC's financial position.</p><p><blockquote>然而，AMC股价的上涨并没有建立在坚实的业务基本面之上。仅凭势头就将该股带到了月球。如今，华尔街迷因争论迷因狂热是否不仅有助于改善股价，还有助于改善AMC的财务状况。</blockquote></p><p> <b>Victim of the pandemic</b></p><p><blockquote><b>疫情的受害者</b></blockquote></p><p> Meme stocks are described as such because their outsized short-term market gains are rarely consistent with the company's fundamentals. AMC certainly checks this box.</p><p><blockquote>模因股票之所以如此描述，是因为它们巨大的短期市场涨幅很少与公司的基本面一致。AMC当然会勾选此框。</blockquote></p><p> The company and the entertainment industry in general have been severely impacted by the COVID-19 pandemic, along with airlines and restaurants. Lockdown orders and stay-at-home habits punished AMC, a business that relies on consumers leaving the home and congregating indoors.</p><p><blockquote>该公司和整个娱乐业以及航空公司和餐馆都受到了COVID-19大流行的严重影响。封锁令和呆在家里的习惯惩罚了AMC，这家企业依赖消费者离开家并聚集在室内。</blockquote></p><p> Financial results were not spared. In the second quarter of 2020, AMC reported a 99% drop in its revenues as operations largely ceased. Adjusted EBITDA remained in negative territory even as recently as first quarter 2021: $289 million loss versus $3 million profit in the same quarter last year. Free cash flow tanked to negative $324 million in a single quarter.</p><p><blockquote>财务业绩也未能幸免。2020年第二季度，AMC报告称，由于运营基本停止，其收入下降了99%。即使在2021年第一季度，调整后的EBITDA仍处于负值区域：亏损2.89亿美元，而去年同季度利润为300万美元。单季度自由现金流跌至负3.24亿美元。</blockquote></p><p> The obvious reason to justify such a drop in key financial metrics was the drastic decline in movie goers: down almost 90% year-over-year.</p><p><blockquote>关键财务指标下降的明显原因是电影观众人数急剧下降：同比下降近90%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5be968afb43bac254c417e591f5859a5\" tg-width=\"1200\" tg-height=\"656\" referrerpolicy=\"no-referrer\"><span>Figure 2: AMC Key financial results in FY21 Q1.AMC Investor Relations</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AMC 2021财年第一季度主要财务业绩。AMC投资者关系</span></p></blockquote></p><p> <b>Meme target</b></p><p><blockquote><b>模因目标</b></blockquote></p><p> Meme mania first reached AMC stock in January 2021. At the time, from one of the biggest short squeezes in history, shares jumped to $19, rising more than 900%. From mid-April to early June, the stock climbed another 500% or so, to peak at an incredible $72.</p><p><blockquote>Meme狂热于2021年1月首次触及AMC股票。当时，股价从历史上最大的轧空之一跃升至19美元，涨幅超过900%。从4月中旬到6月初，该股又上涨了500%左右，达到令人难以置信的72美元的峰值。</blockquote></p><p> The company’s underdog status, following the pandemic headwinds, is probably behind AMC being chosen as a target of “meme attack”. Also, the stock had come under hedge fund scrutiny, as short interest increased on the back of deteriorated fundamentals.</p><p><blockquote>在大流行逆风之后，该公司处于弱势地位，这可能是AMC被选为“模因攻击”目标的原因。此外，该股还受到对冲基金的审查，因为基本面恶化导致空头兴趣增加。</blockquote></p><p> <b>Can meme mania save the day?</b></p><p><blockquote><b>迷因狂热能拯救世界吗？</b></blockquote></p><p> An increase in share price, even if inconsistent with fundamentals, can be beneficial to a struggling company like AMC. A stronger stock helps with (1) acquisitions and other deals, (2) being less vulnerable to takeovers and, (3) issuing shares for cash to improve the balance sheet.</p><p><blockquote>股价上涨，即使与基本面不一致，也可能有利于AMC这样陷入困境的公司。更强的股票有助于(1)收购和其他交易，(2)不易被收购，以及(3)发行股票换取现金以改善资产负债表。</blockquote></p><p> Recently, AMCreporteda new stock offering, as the company raised $587 million worth of equity. According to AMC executives, the transaction would substantially strengthen the company's balance sheet and make it more capable of facing future challenges.</p><p><blockquote>最近，AMC报道了一次新股发行，该公司筹集了价值5.87亿美元的股权。AMC高管表示，此次交易将大大增强公司的资产负债表，使其更有能力应对未来的挑战。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</b></blockquote></p><p> Thanks to meme mania, AMC may be able to clean up its financial statements more quickly, partially offsetting the impact of the pandemic. Given time, and with the reopening of the economy and the advance of vaccination campaigns, the entertainment industry should gradually recover on its own.</p><p><blockquote>得益于meme狂热，AMC或许能够更快地清理其财务报表，部分抵消疫情的影响。假以时日，随着经济的重新开放和疫苗接种运动的推进，娱乐业应该会逐渐自行复苏。</blockquote></p><p> In the short term, it remains to be seen whether trader sentiment will cool off. For now, AMC’s sentiment metric, based on volume of favorable AMC comments on the Reddit forum, remains healthy – just not as high as it was earlier in June (see chart below).</p><p><blockquote>短期来看，交易员情绪是否会降温还有待观察。目前，AMC的情绪指标（基于Reddit论坛上对AMC的好评数量）仍然健康，只是没有6月初那么高（见下图）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2d0f0c80caf88a2a2da0a4fe079e812\" tg-width=\"1200\" tg-height=\"877\" referrerpolicy=\"no-referrer\"><span>Figure 3: AMC ticker sentiment on WallStreetBets.Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：AMC股票对WallStreetBets.Swaggy股票的情绪</span></p></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Stock: Could Meme Mania Save The Company?<blockquote>AMC股票：模因狂热能拯救公司吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC Stock: Could Meme Mania Save The Company?<blockquote>AMC股票：模因狂热能拯救公司吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">thestreet</strong><span class=\"h-time small\">2021-06-30 14:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of the movie theater operator AMC (<b>AMC</b>) have been on fire since the beginning of June. AMC stock has already appreciated more than 80% in the month, while gains for the past half year have surpassed 2,400%.</p><p><blockquote>电影院运营商AMC的股份(<b>AMC</b>）从6月初开始就火了。AMC股价本月已上涨超过80%，而过去半年的涨幅已超过2,400%。</blockquote></p><p> The rally in AMC share price, however, has not been grounded on solid business fundamentals. Momentum alone has carried the stock to the moon. Today, Wall Street Memes debates whether meme mania can help to improve not only the stock price, but also AMC's financial position.</p><p><blockquote>然而，AMC股价的上涨并没有建立在坚实的业务基本面之上。仅凭势头就将该股带到了月球。如今，华尔街迷因争论迷因狂热是否不仅有助于改善股价，还有助于改善AMC的财务状况。</blockquote></p><p> <b>Victim of the pandemic</b></p><p><blockquote><b>疫情的受害者</b></blockquote></p><p> Meme stocks are described as such because their outsized short-term market gains are rarely consistent with the company's fundamentals. AMC certainly checks this box.</p><p><blockquote>模因股票之所以如此描述，是因为它们巨大的短期市场涨幅很少与公司的基本面一致。AMC当然会勾选此框。</blockquote></p><p> The company and the entertainment industry in general have been severely impacted by the COVID-19 pandemic, along with airlines and restaurants. Lockdown orders and stay-at-home habits punished AMC, a business that relies on consumers leaving the home and congregating indoors.</p><p><blockquote>该公司和整个娱乐业以及航空公司和餐馆都受到了COVID-19大流行的严重影响。封锁令和呆在家里的习惯惩罚了AMC，这家企业依赖消费者离开家并聚集在室内。</blockquote></p><p> Financial results were not spared. In the second quarter of 2020, AMC reported a 99% drop in its revenues as operations largely ceased. Adjusted EBITDA remained in negative territory even as recently as first quarter 2021: $289 million loss versus $3 million profit in the same quarter last year. Free cash flow tanked to negative $324 million in a single quarter.</p><p><blockquote>财务业绩也未能幸免。2020年第二季度，AMC报告称，由于运营基本停止，其收入下降了99%。即使在2021年第一季度，调整后的EBITDA仍处于负值区域：亏损2.89亿美元，而去年同季度利润为300万美元。单季度自由现金流跌至负3.24亿美元。</blockquote></p><p> The obvious reason to justify such a drop in key financial metrics was the drastic decline in movie goers: down almost 90% year-over-year.</p><p><blockquote>关键财务指标下降的明显原因是电影观众人数急剧下降：同比下降近90%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5be968afb43bac254c417e591f5859a5\" tg-width=\"1200\" tg-height=\"656\" referrerpolicy=\"no-referrer\"><span>Figure 2: AMC Key financial results in FY21 Q1.AMC Investor Relations</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AMC 2021财年第一季度主要财务业绩。AMC投资者关系</span></p></blockquote></p><p> <b>Meme target</b></p><p><blockquote><b>模因目标</b></blockquote></p><p> Meme mania first reached AMC stock in January 2021. At the time, from one of the biggest short squeezes in history, shares jumped to $19, rising more than 900%. From mid-April to early June, the stock climbed another 500% or so, to peak at an incredible $72.</p><p><blockquote>Meme狂热于2021年1月首次触及AMC股票。当时，股价从历史上最大的轧空之一跃升至19美元，涨幅超过900%。从4月中旬到6月初，该股又上涨了500%左右，达到令人难以置信的72美元的峰值。</blockquote></p><p> The company’s underdog status, following the pandemic headwinds, is probably behind AMC being chosen as a target of “meme attack”. Also, the stock had come under hedge fund scrutiny, as short interest increased on the back of deteriorated fundamentals.</p><p><blockquote>在大流行逆风之后，该公司处于弱势地位，这可能是AMC被选为“模因攻击”目标的原因。此外，该股还受到对冲基金的审查，因为基本面恶化导致空头兴趣增加。</blockquote></p><p> <b>Can meme mania save the day?</b></p><p><blockquote><b>迷因狂热能拯救世界吗？</b></blockquote></p><p> An increase in share price, even if inconsistent with fundamentals, can be beneficial to a struggling company like AMC. A stronger stock helps with (1) acquisitions and other deals, (2) being less vulnerable to takeovers and, (3) issuing shares for cash to improve the balance sheet.</p><p><blockquote>股价上涨，即使与基本面不一致，也可能有利于AMC这样陷入困境的公司。更强的股票有助于(1)收购和其他交易，(2)不易被收购，以及(3)发行股票换取现金以改善资产负债表。</blockquote></p><p> Recently, AMCreporteda new stock offering, as the company raised $587 million worth of equity. According to AMC executives, the transaction would substantially strengthen the company's balance sheet and make it more capable of facing future challenges.</p><p><blockquote>最近，AMC报道了一次新股发行，该公司筹集了价值5.87亿美元的股权。AMC高管表示，此次交易将大大增强公司的资产负债表，使其更有能力应对未来的挑战。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</b></blockquote></p><p> Thanks to meme mania, AMC may be able to clean up its financial statements more quickly, partially offsetting the impact of the pandemic. Given time, and with the reopening of the economy and the advance of vaccination campaigns, the entertainment industry should gradually recover on its own.</p><p><blockquote>得益于meme狂热，AMC或许能够更快地清理其财务报表，部分抵消疫情的影响。假以时日，随着经济的重新开放和疫苗接种运动的推进，娱乐业应该会逐渐自行复苏。</blockquote></p><p> In the short term, it remains to be seen whether trader sentiment will cool off. For now, AMC’s sentiment metric, based on volume of favorable AMC comments on the Reddit forum, remains healthy – just not as high as it was earlier in June (see chart below).</p><p><blockquote>短期来看，交易员情绪是否会降温还有待观察。目前，AMC的情绪指标（基于Reddit论坛上对AMC的好评数量）仍然健康，只是没有6月初那么高（见下图）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2d0f0c80caf88a2a2da0a4fe079e812\" tg-width=\"1200\" tg-height=\"877\" referrerpolicy=\"no-referrer\"><span>Figure 3: AMC ticker sentiment on WallStreetBets.Swaggy Stocks</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：AMC股票对WallStreetBets.Swaggy股票的情绪</span></p></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/amc/amc-stock-could-meme-mania-save-the-company\">thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.thestreet.com/memestocks/amc/amc-stock-could-meme-mania-save-the-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138087534","content_text":"Shares of the movie theater operator AMC (AMC) have been on fire since the beginning of June. AMC stock has already appreciated more than 80% in the month, while gains for the past half year have surpassed 2,400%.\nThe rally in AMC share price, however, has not been grounded on solid business fundamentals. Momentum alone has carried the stock to the moon. Today, Wall Street Memes debates whether meme mania can help to improve not only the stock price, but also AMC's financial position.\nVictim of the pandemic\nMeme stocks are described as such because their outsized short-term market gains are rarely consistent with the company's fundamentals. AMC certainly checks this box.\nThe company and the entertainment industry in general have been severely impacted by the COVID-19 pandemic, along with airlines and restaurants. Lockdown orders and stay-at-home habits punished AMC, a business that relies on consumers leaving the home and congregating indoors.\nFinancial results were not spared. In the second quarter of 2020, AMC reported a 99% drop in its revenues as operations largely ceased. Adjusted EBITDA remained in negative territory even as recently as first quarter 2021: $289 million loss versus $3 million profit in the same quarter last year. Free cash flow tanked to negative $324 million in a single quarter.\nThe obvious reason to justify such a drop in key financial metrics was the drastic decline in movie goers: down almost 90% year-over-year.\nFigure 2: AMC Key financial results in FY21 Q1.AMC Investor Relations\nMeme target\nMeme mania first reached AMC stock in January 2021. At the time, from one of the biggest short squeezes in history, shares jumped to $19, rising more than 900%. From mid-April to early June, the stock climbed another 500% or so, to peak at an incredible $72.\nThe company’s underdog status, following the pandemic headwinds, is probably behind AMC being chosen as a target of “meme attack”. Also, the stock had come under hedge fund scrutiny, as short interest increased on the back of deteriorated fundamentals.\nCan meme mania save the day?\nAn increase in share price, even if inconsistent with fundamentals, can be beneficial to a struggling company like AMC. A stronger stock helps with (1) acquisitions and other deals, (2) being less vulnerable to takeovers and, (3) issuing shares for cash to improve the balance sheet.\nRecently, AMCreporteda new stock offering, as the company raised $587 million worth of equity. According to AMC executives, the transaction would substantially strengthen the company's balance sheet and make it more capable of facing future challenges.\nWall Street Memes’ take\nThanks to meme mania, AMC may be able to clean up its financial statements more quickly, partially offsetting the impact of the pandemic. Given time, and with the reopening of the economy and the advance of vaccination campaigns, the entertainment industry should gradually recover on its own.\nIn the short term, it remains to be seen whether trader sentiment will cool off. For now, AMC’s sentiment metric, based on volume of favorable AMC comments on the Reddit forum, remains healthy – just not as high as it was earlier in June (see chart below).\nFigure 3: AMC ticker sentiment on WallStreetBets.Swaggy Stocks","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1136,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":41,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/153581784"}
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