《大行報告》大摩:內地農曆新年票房較預期強勁 貓眼娛樂(01896.HK)仍屬首選
摩根士丹利發表報告指,在疫情影響下,內地農曆新年(假期首四天)票房出人意料地按年增長2%,較預期強勁。隨着更多的電影宣佈上映,包括兩部荷裏活電影,加強該行對行業良性上升週期的看法,對實現今年64%的行業票房增長預測的信心提升,更多的荷裏活電影上映亦可能會帶來額外的上升空間。
該行指,貓眼娛樂(01896.HK)仍屬行業首選,基於其強勁的基本面、結構性收益、豐富的催化劑如作爲《滿江紅》的生產商/經銷商,以及估值吸引。
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