港股异动 | 猫眼娱乐(01896)早盘涨超3% 花旗开启对公司上行催化观察 上调今年上半票房预测

智通财经
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智通财经APP获悉,猫眼娱乐(01896)早盘涨超3%,截至发稿,涨3.41%,报7.58港元,成交额2575.94万港元。

花旗发布研报称,维持猫眼娱乐“买入”评级,将目标价由9.2港元上调至10.8港元,并将猫眼影业视为电影行业的优质投资目标。报告指出,对猫眼娱乐开启30天上行催化剂观察,其主要原因有以下几点:

一是2025年上半年票房市场预期存上行风险,该行料票房为330亿元人民币(下同),而市场预期为260亿元,反映《哪咤2》的贡献以及猫眼影业的《唐人街探案1900》表现强劲;二是公司将在3月下旬公布2024财年业绩,预期管理层对今年上半年展望将持正面态度,基于最新票房表现,该行上调了今年上半年票房预测至555亿元,并指公司目前估值具吸引力;三是目前估值为今财年调整后每股盈利8倍,相比历史低双位数倍数范围仍有较大提升空间。最后是2025财年电影片单表现出色,包括《她没有名字》。

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