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《大行報告》野村降IMAX中國(01970.HK)評級至「中性」 目標價上調至18.2元
阿思達克 03-09 09:59
野村發表研究報告,指IMAX中國(01970.HK)股價較農曆新年前反彈20%,同期恆指跌4%,相信現價已反映表現勝預期,以及年初至今票房強勁(尤其農曆新年)的情況,估值見合理,短期缺乏催化劑,因此將評級由「買入」降至「中性」,目標價則由17.5元升至18.2元。

該行指,受惠需求上升,上調2021/22年中國票房預測5%至10%。不過,展望未來,美國戲院重開的計劃仍存未知數,因此荷里活電影、中國整體票房以及IMAX影院系統安裝量今年仍存不確定性,預期票房和系統安裝量復甦會較市場預期為慢。該行預期2021/22年影院系統安裝量預測由90間/90間電影院,降至58間/80間。

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