4月11日 -
** 摩根大通将影院运营商Cinemark Holdings CNK.N的评级从 "中性 "上调至 "增持",并将该股的目标价从30美元上调至34美元。
** 券商将该行业2026年的票房预期上调至100亿美元,并指出CNK是其覆盖范围内经济风险最小的公司之一。
** JPM 还重申了对同行 IMAX IMAX.N的 "中性 "评级,并将其预测价格从 27 美元下调至 26 美元。
** 随着2026-2027年电影的可视性增加和供应增长,该经纪公司预计需求趋势将长期改善
** 影院行业受关税影响较小,历来是宏观中性行业;尽管流媒体开始兴起,但我们预计这一趋势仍将持续。
** 截至上次收盘,CNK 股价下跌 12.3%,IMAX 年内下跌 14
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