Behind The Screen: Cinemark Vs. AMC

* Stories are summarized by an A.I.
* Stocks or companies mentioned: AMC, BAYRY, AMZN, Volkswagen, Univé, GOOG, SIEGY, Huawei, FB, and AAPL



Behind The Screen: Cinemark Vs. AMC
AMC (AMC Entertainment Holdings Inc. Class A) | Seeking Alpha
This proportion is similar in the U.S., where, as of 3/31/19, Cinemark has just 4,586 screens, while AMC has 8,114. Back then, AMC generated all revenue domestically, and Cinemark was at about 70%. Using this metric, we see that Cinemark currently trades at about 8.2x, while AMC seems much more attractive at 4.6x. We believe the Cinemark offering is superior to AMC’s Stubs A-List program because it is sustainable over time, as it incentivizes customer usage, whereas the AMC program discourages usage. Going forward, monitoring deferred revenue (in which each company’s subscription revenue is booked) will give clues to their respective progress.
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Fujifilm and Bayer to jointly develop new cancer therapy
BAYRY (Bayer AG ADR) | The Japan Times
Fujifilm Corp. has said it will team up with Germany’s Bayer AG on the development of a new immune-based cancer therapy platform using induced pluripotent stem, or iPS, cells that come from someone other than the patient. The German pharmaceutical giant will join the development by acquiring a stake in a new company set up in Philadelphia by a U.S. unit of Fujifilm and a U.S. medical venture firm, according to Monday’s announcement by Fujifilm, a wholly owned subsidiary of Fujifilm Holding Corp.A total of some $250 million is budgeted for the project. The new therapy platform is expected to be a cost- and time-efficient cancer treatment as the use of someone else’s iPS cells makes it unnecessary to create immune cells on a patient-by-patient basis.
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Should Retailers Work With Amazon?
AMZN (Amazon.com Inc.) | The Motley Fool
The Rite Aid deal solves a different problem. The deal will begin at 100 Rite Aid locations and may expand to the full chain. Both of these programs solve pain points for Amazon customers. The Rite Aid deal, and Counter in general, offers another option for Amazon customers who don't want their orders delivered at home. If Kohl's, Rite Aid, and other retailers decided not to work with Amazon, the online giant might not be quite as strong.
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Volkswagen exec on ID.3, new electric cars: Tesla is for ‘innovators,’ VW for ‘early adopters’
Volkswagen | Electrek
A new interview with Volkswagen’s chief marketing officer reveals some of the reasoning behind the carmaker’s electric car strategy, including further details on the company’s new operating system and Automotive Cloud. Volkswagen chief marketing officer Jochen Sengpiehl talked to Automotive News Europe about the company’s new marketing approach when it comes to EVs. VW’s ID.3 electric hatchback has gone over 20,000 pre-orders, though the production version of the car won’t be introduced until mid-2020. The company also plans to create Volkswagen ID, like an Apple ID or Google ID, for its customer data platform. Sengpiehl danced around the data privacy questions, but it seems that VW is still figuring things out in that regard.
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No developers required: Why this company chose no-code over software devs
Univé | ZDNet
Netherlands insurer Univé has turned to no-code software development to launch an accident-prevention service designed to reduce claims and lower premiums. Univé turned to the no-code platform from Netherlands company Betty Blocks to help business experts develop software. It offers a graphical approach to building software, instead of requiring developers to key in lines of code. Speed and flexibility were essential to the project, as they underpin the insurers' efforts to stay ahead of the industry with new services, Wit says. "IT can ensure [no-code applications] reference systems of record in the right way without replicating data.
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Google hopes to standardize robots.txt by going open source
GOOG (Alphabet Inc.) | ZDNet
Google Drive or OneDrive: How to choose the right cloud storage Which is the best cloud storage and collaboration service for your needs? Google is releasing robots.txt to the open-source community in the hopes that the system will, one day, becoming a stable internet standard. On Monday, the tech giant outlined the move to make the Robots Exclusion Protocol (REP) -- better known as robots.txt -- open-source, alongside its matching C++ library. Google has now created draft REP documentation and has submitted its proposal to the Internet Engineering Task Force (IETF), an organization which promotes voluntary Internet standards. Google is currently seeking feedback on the draft rules.
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The massive emissions-cutting and cost-saving potential of chemical reuse
SIEGY (Siemens A G ADR) | GreenBiz
Chemicals used in products such as plastics and fertilizers are scrutinized for their negative impact on the environment and human health. In some industrial processes, chemical yield can be as low as 5 percent. India’s agricultural farmland situated near "severely polluted" industrial sites see their revenues reduced by 9 percent due to industrial water pollution alone. Industrial sites that cannot afford to invest in on-site regeneration units still have the option to have their chemicals recycled off-site. Chemical industrial parks, where companies which produce and use chemicals, are on common property in convenient locations to implement synergies.
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Asian stocks rise after Wall Street record on trade truce
002502 (Huawei Technology Company Ltd) | The Washington Post
Most Asian stock markets have risen after Wall Street’s benchmark hit a new high following the latest U.S.-Chinese trade truce. Most Asian stock markets rose Tuesday after Wall Street’s benchmark hit a new high following the latest truce in the costly U.S.-Chinese trade war. The S&P 500 index rose to 2,964.33. The trade truce leaves 25% import taxes imposed by the U.S. on $250 billon of Chinese imports in place. Utilities and real estate stocks lagged the market in a sign of Wall Street’s bigger appetite for risk.
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G20 supports proposal to make cryptocurrency exchanges hand over user data
FB (Facebook Inc) | ZDNet
The social network’s rumored cryptocurrency has landed, but how it will be received remains to be seen. The Group of Twenty (G20) has announced its support for new cryptocurrency guidelines which would make exchanges hand over user data to regulators. As reported by The Block, the international forum -- including Europe, the US, China, Japan, and South Korea -- revealed their approval at the 2019 G20 summit, held in Osaka at the end of June. The G20 said it was "reaffirming our commitment" to implement the FATF standards to virtual assets. Now that the G20 has now provided its official support the guidelines may potentially become common law in many countries in the future.
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Apple Roundup: China, iPhone Rumor, WWDC, Acquisitions
AAPL (Apple Inc.) | Yahoo Finance
At the same time, Apple is considering moving part of its manufacturing out of China and preparing for antitrust lawsuits at home. Apple Moving Production Out of ChinaAccording to a Nikkei Asian Review report, Apple has asked its Chinese suppliers Foxconn, Pegatron, Wistron, MacBook maker Quanta Computer, iPad maker Compal Electronics and AirPods makers Inventec Corp, Luxshare-ICT and Goertek to consider moving 15-30% of production out of China. Apple apparently specified that Mexico, India, Vietnam, Indonesia and Malaysia were preferred locations with India and Vietnam being favorites for smartphones. He has also said that he doesn’t expect China to impose retaliatory tariffs that could hurt Apple: "Well, currently, the Chinese have not targeted Apple at all. Morgan Stanley analysts estimate that the impact of Apple’s China exposure is 29% of earnings as any loss of revenue is partially offset by reduction in operating cost.
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