We envisage a strong H1 trading update from Cineworld next Tuesday (7th July). A combination of soft comps and a strong H1 film slate should be reflected in various financial KPI’s making good reading. We also anticipate reassuring commentary around the site pipeline. Cineworld fits our top-down thesis about being positive on the UK consumer with the added attraction of international growth. 2015-16 top-line prospects are enhanced by a strong 2 year film slate and upside to synergy benefits. Thr ....
