大和:降IMAX中國(1970.HK)目標價至17港元 呼籲趁低吸納
大和發表研究報告指,由於武漢肺炎爆發,IMAX中國(1970.HK)及其他電影行業面臨困境,對其2020盈利造成影響,但相信影響已在股價上反映,現時是吸引的入市價,並料今年第三季票房銷售能回覆增長。該行重申IMAX中國“買入”投資評級,惟目標價由27港元,下調目標價37.04%至17港元。
大和預料,中國的電影院不會在今年第二季前重新開業,2020年的票房銷售將按年下跌28.4%,當中第三及第四季能按年反彈20-25%。由於去年第四季的票房銷售遜預期,該行下調2019年度每股盈利13%,2020年每股盈利則下調20-32%以反映電影院停業的影響。

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