《大行报告》野村降IMAX中国(01970.HK)评级至「中性」 目标价上调至18.2元
野村发表研究报告,指IMAX中国(01970.HK)股价较农历新年前反弹20%,同期恒指跌4%,相信现价已反映表现胜预期,以及年初至今票房强劲(尤其农历新年)的情况,估值见合理,短期缺乏催化剂,因此将评级由「买入」降至「中性」,目标价则由17.5元升至18.2元。
该行指,受惠需求上升,上调2021/22年中国票房预测5%至10%。不过,展望未来,美国戏院重开的计划仍存未知数,因此荷里活电影、中国整体票房以及IMAX影院系统安装量今年仍存不确定性,预期票房和系统安装量复苏会较市场预期为慢。该行预期2021/22年影院系统安装量预测由90间/90间电影院,降至58间/80间。
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