《大行報告》美銀證券上調貓眼娛樂(01896.HK)目標價至17元 評級「買入」
美銀證券發表的研究報告指,預期貓眼娛樂(01896.HK)已開始重拾增長,因為自7月20日內地宣布容許低風險地區戲院重啟後已有近八成戲院重開,而日均票房亦達3,400萬元人民幣(下同),周末亦有顯著改善。雖然去年5月淡季日均票房亦達1.2億元,但考慮到7月份少於一半戲院重開,入座率限在30-50%水平,院線亦只重播舊片,相信新片《八伯》及荷里活大片在8月至9月上畫後,票房於第四季有望回升,估計全年票房將按年跌76%至150億元,較早前預測的380億元為低,主要因為影院重開較預期遲。
該行估計貓眼盈利將在2021財年復甦,將公司2020財年經調整溢利降至3.7億元,以反映疫情對電影行業的影響,但就將2021財年的預測升13%,主要反映內容增長延至2021年及稅項較少的影響,目標價由13元升至17元,評級「買入」。(el/k) ~
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