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《大行报告》美银证券上调猫眼娱乐(01896.HK)目标价至17元 评级「买入」
阿思达克 08-24 10:01
美银证券发表的研究报告指,预期猫眼娱乐(01896.HK)已开始重拾增长,因为自7月20日内地宣布容许低风险地区戏院重启後已有近八成戏院重开,而日均票房亦达3,400万元人民币(下同),周末亦有显着改善。虽然去年5月淡季日均票房亦达1.2亿元,但考虑到7月份少於一半戏院重开,入座率限在30-50%水平,院线亦只重播旧片,相信新片《八伯》及荷里活大片在8月至9月上画後,票房於第四季有望回升,估计全年票房将按年跌76%至150亿元,较早前预测的380亿元为低,主要因为影院重开较预期迟。

该行估计猫眼盈利将在2021财年复苏,将公司2020财年经调整溢利降至3.7亿元,以反映疫情对电影行业的影响,但就将2021财年的预测升13%,主要反映内容增长延至2021年及税项较少的影响,目标价由13元升至17元,评级「买入」。(el/k) ~

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