该行估算，公司2024至26年收入及盈利年复合增长率分别为18%、30%;纯利率预测由2024年13.8%扩张至2026年16.8%。另一方面，该行亦估算以电影相关收入占内地总票房百分比计算，公司市场份额将由2023年7.9%进一步扩大至2026年8.6%。According to Bank of America Securities, the compound annual growth rates of revenue and profit for maoyan ent from 2024 to 2026 are 18% and 30% respectively.
As reported by China Fortune Financial APP, Bank of America Securities issued a research report stating an initial 'buy' rating for maoyan ent (01896) with a target price of 11 Hong Kong dollars.
The bank pointed out that the initial 'buy' investment rating is based on the company being a major beneficiary of the mainland box office recovery; further gaining market share through vertical expansion in filmmaking and distribution; light asset model and higher profitability compared to peers, showing higher profit resilience. The bank also described the company as a leading promoter in the mainland filmmaking industry.
The bank estimates that the company's compound annual growth rates of revenue and profit from 2024 to 2026 are 18% and 30% respectively; the net profit margin forecast is expected to increase from 13.8% in 2024 to 16.8% in 2026. On the other hand, the bank also estimates that based on movie-related revenue as a percentage of the mainland total box office, the company's market share will expand from 7.9% in 2023 to 8.6% in 2026.
