智通财经APP获悉，花旗发布研报称，维持猫眼娱乐(01896)“买入”评级，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。该行将公司今明两年的收入预测调整为增3%及跌1%，至47亿和49亿元，经调整纯利预测分别升10%及升2%，至9.69亿及10亿元。
花旗指，对猫眼开启30天上行催化剂观察。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;而公司将在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。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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