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《大行報告》富瑞上調貓眼娛樂(01896.HK)目標價至12元 評級「買入」
阿思達克 01-26 11:00
富瑞發表報告,認爲票房在去年下半年觸底後,將在今年回覆至增長階段。根據最近的票房趨勢,該行預計今年農曆新年票房的表現將略好過去年,鑑於政府的政策支持和消費需求帶動下,對中國電影業的長期發展持積極態度,維持對貓眼娛樂(01896.HK)「買入」評級,目標價由8.8元升至12元。 該行估計農曆新年期間的票房收入約爲63億元人民幣(下同),略好於去年的60億元。另預計今年票房將按年增長47%至440億元。 另外,該行下調對貓眼娛樂去年收入和盈利估計,以反映下半年疫情影響。全年總收入料將按年下降33%,至22億元,之前預測爲26億元。非國際財務報告準則盈利預計將達到2.04億元,之前預測爲3.77億元,其中考慮到比預期更低的收入被成本優化部分抵銷。
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