摩通:阿里影業(1060.HK)等三隻股票受惠國慶電影票房
摩根大通發表報告指,內地黃金週(10月1至7日)電影票房強勁,總票房按年升130%至44億元人民幣,認為於香港上市的阿里影業(1060.HK)
、IMAX中國(1970.HK)
以及貓眼娛樂(1896.HK)
均可受惠。
該行指出今年黃金週票房是內地電影市場有紀錄以來最好之一,過往一般佔全年票房約3%至5%,而今年有三套愛國電影,包括是《我和我的祖國》、《中國機長》以及《攀登者》,三部電影均叫好叫座,佔整體票房達97%,而黃金週票房亦帶動今年以來累積票房由跌轉升。
該行認為阿里影業是三部愛國電影中其中兩部的製作人,同時亦是第二大的線上門票公司,而IMAX中國則為三部電影提供IMAX版本,而與去年黃金週同期比較相關增長達164%。貓眼娛樂方面,由於它是中國最大的線上電影門票平台,應可同樣受惠,縱使程度或較小。值得留意的是近期三隻股份與其A股同業比較均跑輸。
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