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《大行報告》摩通下調貓眼娛樂(01896.HK)目標價至11.5元 評級「增持」
阿思達克 02-24 09:44
摩根大通表示,在農曆新年後電影季之後更新模型,由於票房放緩,預期貓眼娛樂(01896.HK)2021年下半年在線票務業務增長將繼續減速,估計2021年下半年其內容服務收入將保持強勁,不過只能部分抵銷疲軟的廣告業務,將貓眼娛樂目標價由12.5元下調至11.5元,反映較低的盈利預測假設,及運營支出增加和資產減值假設。 該行維持貓眼娛樂評級「增持」,主要是其對內容製作業務加大力度,加上估值在行內亦相對有吸引力。
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