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中泰國際:歡喜傳媒(1003.HK)屬港股影視稀缺標的,建議積極關注
格隆匯 10-12 09:59
格隆匯10月12日丨中泰國際研報指,歡喜傳媒(1003.HK)有包含5部S級頭部優質電影及2部A級優質影片計劃23年陸續上映,其中由黃渤監製,蘇亮導演的《學爸》及由張藝謀導演的《滿江紅》預計將於23年春節檔上映,這些將直接推動影院票房及版權收入。隨着多部內容後續播出,獲授權的電影及電視劇版權增加,基於精品內容根基,公司線上付費用户增長亦有望提速。另外,該行預計歡喜傳媒2023年將錄得約23億港元的收入,對應市銷率將不足2倍,低於港股及A股影視股的平均歷史市銷率2.5倍及8.3倍。考慮公司影視製作+內容平台的商業模式,屬港股稀缺標的,建議投資者積極關注。
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