《大行報告》大摩下調貓眼娛樂(01896.HK)目標價至12元 評級「增持」
摩根士丹利發表報告指,對電影業今明兩年增長保持樂觀。該行指,鑒於更強的基本面和估值降低,貓眼娛樂(01896.HK)仍然是其行業的主要選擇。今明兩年淨利潤增長預測分別為184%和21%,以及即將到來4至5月假期的催化因素,應該會推動行業在上升周期的重新評級,維持該股「增持」評級。
不過,該行指考慮到業績表現,將貓眼娛樂今年至後年經調整淨利潤預測降低7至14%。目標價由13.9元降至12元,相當於14倍明年市盈率預測。
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