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《大行報告》中金下調IMAX中國(01970.HK)目標價至9.2元 評級「跑贏行業」
阿思達克 10-27 16:15
中金發表報告指,根據IMAX中國(01970.HK)控股股東IMAX 公司第三季業績,分析了IMAX中國第三季的經營情況。中金考慮行業短期處於淡季,板塊平均估值正下滑,維持今明兩年盈測,予IMAX中國「跑贏行業」評級,目標價則降9.8%至9.2元。 報告指,受暑假推動,第三季IMAX中國收入按年增長明顯,但系統安裝數量有所減少和優化。根據 IMAX公司的財務報表,IMAX在中國的第三季收入為2,830萬美元,按年增長90%。另藝恩數據顯示,IMAX公司第三季在內地票房為9,350萬美元,按年增長140.4%,超過同期全國127.6%的平均增幅。 不過,根據貓眼數據,截至10月26日,《奧本海默》和《碟中諜7》的內地票房分別為4.47億人民幣和3.49億人民幣,表現相對普通。該行認為公司的盈利受惠於電影市場的持續復甦和暑假期間國產電影的強勁表現,但內地觀眾似乎對外國電影的興趣不大。
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