《大行报告》美银证券下调IMAX中国(01970.HK)目标价至18元 评级「中性」
美银证券发表报告表示,相信IMAX中国(01970.HK)去年策略执行得很好,票房收入跑羸内地同业,但今年面对行业多个不确定因素,包括新型冠状病毒疫情爆发,大大减少春节假期的票房收入,该档期占去年总票房的9%;同时面对荷里活大片的竞争加剧等。该行预期IMAX中国今年整体票房收入按年下跌9.5%至3.31亿美元。
报告补充,至於屏幕安装方面,由於第一季度是淡季,认为受疫情影响较小,但是下游电影院的疲弱可能会拖累今年整体屏幕的增长,故下调其2020及2021年度盈利预测13%及8%,目标价相应由18.5元降至18元。该行认为,是次疫情的打击属一次性,预料该公司明年票房收入会有所反弹,重申「中性」评级。
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