野村降IMAX中国(1970.HK)评级至“中性”目标价下调至20港元
野村发表报告指,IMAX中国(01970.HK)今年上半年收入按年增长15%至5,900万美元,稍低于该行预测的6,000万美元,亦逊於市场预测的6,300万美元。此外,集团上半年毛利率亦按年下跌2.6个百分点至69.3%,较该行预期的73%为低。而经调整每股盈利按年增长18%至7美仙,符合该行预期,但低於市场预期的8美仙。

野村下调对IMAX中国股份评级,由“买入”降至“中性”,目标价亦由24港元下调至20港元。该行认为,集团的票房在上半年按年增长24%,主要是受「流浪地球」和「复仇者联盟:终局之战」等大片所推动,但认为集团在下半年的电影档期表现将不如上半年。
由於毛利率假设较低,野村下调对IMAX中国今明两年收入预测分别3%及6%,盈利预测则分别下调1%及5%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.