港股異動丨閲文集團(0772.HK)漲近6% 大行唱多
格隆匯6月1日丨閲文集團(0772.HK)漲近6%,報46.4港元,總市值471.3億港元。大摩發佈研究報告表示,閲文集團(0772.HK)股價自4月27日上升超過40%,主因管理層調整,及得益於騰訊(0700.HK)探索免費閲讀模式。大摩對該戰略前景表示樂觀,上調閲文集團目標價,由33港元升至45港元,但由於上行空間有限,維持“與大市同步”評級。中金公司亦發表報告,指閲文4月委任的新任CEO和總裁均來自騰訊,料新管理層有望加強旗下平台和騰訊平台之間的聯動和整合。中金表示,閲文付費閲讀業務表現良好,免費閲讀穩步發展。影視新麗傳媒方面,2020年產品線包括8至10部電視劇,未來將穩步提升產能,近期疫情對劇集業務的影響有限,其中《青簪行》已於3月底恢復拍攝工作。該行上調閲文目標價26.7%至41.8港元,維持“中性”評級。

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