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猫眼娱乐(01896)盘中涨超7%,截至发稿,股价上涨3.44%,现报7.81港元,成交额1.21亿港元。
近日,花旗发表报告指,对猫眼娱乐开启30日正面催化剂观察,驱动因素为主要动画电影《鬼灭之刃》预定于11月14日上映,由猫眼担任其发行商。该电影在全球票房已展现强劲表现,截至昨日全球排名第五,票房超过6.77亿美元,并成为北美地区第一国际电影。该电影的公布已产生巨大热度,证据为猫眼专业版在一天内记录破40万次想看点击。
花旗预期,《鬼灭之刃》将在中国成为第一日本动画电影,并假设票房达10亿元,预期利润贡献可能介于1.08亿元至2亿元。花旗亦预期,任何优于预期的票房表现,将成为猫眼作为最大售票平台的正面催化剂,予该股目标价9.3港元,基于2026年调整后每股盈利14倍,维持“买入”评级。
责任编辑:卢昱君
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