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《大行报告》瑞银上调猫眼娱乐(01896.HK)目标价至18元 评级「买入」
阿思达克 04-01 11:05
瑞银发表研究报告,指受疫情影响,猫眼娱乐(01896.HK)去年下半年收入按年跌49%至12亿元人民币,仍高於该行预期的11亿元人民币,并录经调整亏损1.29亿元人民币。不过,由於近期放宽戏院社交距离措施,疫苗接种推广及充裕本地内容供应下,该行对内地电影业今明两年展望仍持正面看法,并料猫眼娱乐已有良好定位。

该行指,公司网上售票服务受惠票房复苏,公司亦计划加强其内容制作领域,包括电视和电影,相信增加投资或影响短期利润,但有利长远发展。

该行降猫眼娱乐今年收入预期5%,以反映广告收入预测下调,但因行政及销售成本下降预期,升其今年盈测23%,以现金流折现率计,目标价由17.5元升至18元,维持「买入」评级。

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