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《大行報告》大摩升阿里影業(01060.HK)評級至「增持」 上調貓眼娛樂(01896.HK)目標價至14元
摩根士丹利發表報告,將阿里影業(01060.HK)評級由「與大市同步」上調至「增持」,以反映強勁的增長周期、在綜合娛樂業務的涉足、阿里集團重組的潛在利好、以及豐富的產品線。該行認為主要的催化劑包括 : 估計國慶假期票房強勁、幾部大片將會上映、預期11月公布的中期業績理想、以及各項業務之間的協同效應,相信未來60日股價會上升,目標價由0.46元上調至0.61元。 該行將今年內地電影票房預測上調18%至580億元人民幣,意味按年增長93%,並預期明年增長11%至640億元人民幣,完全復甦至疫情前水平。除經濟重啟的因素外,亦受惠電影質素提升,首選繼續是貓眼娛樂(01896.HK),認為該股基本因素強勁,現估值相當於預測明年市盈率12倍,估值不高,評級「增持」,目標價由12元上調至14元。
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