《大行报告》里昂升阅文(00772.HK)评级至「买入」 目标价上调至35元
里昂发表研究报告指,阅文(00772.HK)去年下半年收入按年增95%至54亿人民币,高於预期42%,经调整EBIT升61%至8.99亿元人民币,高於预期21%。不论线上阅读或是IP方面都表现优异,前者ARPU(每月每用户收入)升至28元人民币,旗下新丽传媒亦於去年有4套热门剧集播放。预期因新型肺炎疫情影响,今年会有更多的线上流量,分别上调今明两年收入预测16.5%及21.6%,目标价由32元升至35元,评级由「跑输大市」升至「买入」。
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