富瑞:升猫眼娱乐(01896)目标价至9.6港元 上调全年票房及收入预测
MAOYAN ENTMAOYAN ENT(HK:01896) 智通财经网·2025-08-27 07:34

Core Viewpoint - The report from Jefferies indicates that Maoyan Entertainment (01896) has shown a 13.9% increase in revenue for the first half of the year, reaching 2.47 billion RMB, with a net profit attributable to shareholders of 178.5 million RMB, both in line with expectations [1] Group 1: Financial Performance - Revenue for the first half of the year increased by 13.9% to 2.47 billion RMB [1] - Net profit attributable to shareholders reached 178.5 million RMB [1] Group 2: Management Insights - Management highlighted a continued recovery in summer box office performance [1] - The company is expanding its coverage in live performances, including esports, concerts, and sports events, while also venturing into talk shows, exhibitions, and competitions [1] Group 3: Forecast Adjustments - Jefferies slightly raised its full-year box office forecast from 46 billion to 46.3 billion RMB [1] - Revenue forecast was adjusted from 4.4 billion to 4.5 billion RMB, representing a year-on-year growth of 10% [1] - The rating is maintained at "Buy," with the target price increased from 8.6 HKD to 9.6 HKD [1]