Oil jumps above US$107 as Asia sells off, Fed and BOJ rate decisions now collide with a fresh energy shock Markets are opening the week under renewed pressure. Brent crude has jumped about 3% to above US$107 , Asian equities are falling sharply, and U.S. Treasury yields remain close to 5%. At the same time, investors are preparing for possible rate hikes from both the Federal Reserve and Bank of Japan this week . For investors, the central question has become: Can central banks contain inflation without causing a much larger slowdown when energy prices are surging at the same time? 30-second market snapshot Market / Asset Latest 🇺🇸 S&P 500 7,656.98, +0.86% Friday 🇺🇸 Dow Jones +0.98% Friday 🇺🇸 Nasdaq +0.96% Friday 🇲🇾 FBM KLCI 1,686.74, -1.10% Friday 🇯🇵 Nikkei -1.7% Monday morning 🇰🇷 Kospi -3.3% Monday morning 🌏 MSCI Asia ex-Japan -0.8% 🛢️ Brent crude ~US$107.36, +2.6% 🛢️ WTI crude ~US$102.48, +2.4% 🇺🇸 U.S. 10Y Treasury ~4.97% 🥇 Gold ~US$4,336...
Strong Q4 Performance Boosts AMC Stock
- AMC Entertainment (AMC.US) shares rose 1.4% in extended trading after reporting better-than-expected Q4 revenue of $1.306 billion, up from $1.104 billion YOY, beating analyst expectations of $1.291 billion.
- Fourth-quarter admissions revenue reached $721.4 million, surpassing the expected $719 million.
- Food & beverage sales climbed to $446.2 million, exceeding projections of $437 million.
Earnings and Outlook
- AMC’s Q4 net loss narrowed to $135.6 million (35 cents per share) from $182 million (83 cents per share) YOY.
- Adjusted loss per share was 18 cents, in line with analyst expectations.
- 62 million moviegoers visited AMC theaters, marking a post-pandemic record and a 20% YOY increase.
- CEO Adam Aron expects 2025 to be a strong year, driven by major releases like "Wicked Part 2," "Zootopia 2," and the next "Avatar" film.
CEO Claps Back at Critics
- Aron addressed misinformation on social media, calling out "crackpot conspiracy theorists" spreading false claims about AMC.
- He reassured investors of his alignment with shareholders, revealing he hasn't sold AMC shares in three years and now owns 975,000 shares.
- AMC will not issue additional stock in 2025 unless approved by shareholders.
Stock Performance
- AMC closed at $3.27 on Tuesday, far below its $393.63 peak during the meme-stock frenzy.
- Shares have fallen 32% in the past year, while the S&P 500 gained 17.3%.
Summary:
- AMC’s revenue exceeded expectations, driven by a stronger box office.
- CEO Adam Aron remains bullish on the company’s future despite past struggles.
- Social media controversies persist, but Aron dismisses misinformation and affirms shareholder alignment.
- No further stock sales in 2025 without shareholder approval.
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