《大行報告》大摩上調貓眼娛樂(01896.HK)目標價至20元 評級「增持」
摩根士丹利發表報告指,今年中國農曆新年電影票房或會超過該行預測的68億元人民幣,較2019年上升15%,相信主要是由於需求強勁,特別是今年的旅遊受到限制。因此,大摩預期今年年初一至初四(2月12日至15日)的戲院入座率為47%,早於該行早前估計整個新春檔期40%的入座率。
大摩表示,賀歲電影《你好,李煥英》大賣,票房表現明顯跑贏早前市場預期。而貓眼娛樂(01896.HK)作為龍頭分銷商及該片主要製作商之一,盈利表現應可提升。
該行上調貓眼娛樂股份目標價,由19元升至20元,評級維持「增持」,並調升集團今年非通用國際會計準則盈利預測1.68億元人民幣,最新料達7.54億元人民幣,其中估計《你好,李煥英》可額外貢獻1億至2億元盈利。
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