《大行报告》瑞银下调阅文(00772.HK)目标价至63元 评级「买入」
瑞银发表报告表示,相信阅文(00772.HK)将会与腾讯(00700.HK)进一步整合以及其他战略举措可能带来上升潜力,而目前估值并未充分反映上述因素,故维持其「买入」评级,看好其长线前景。
报告又指,阅文上半年收入33亿元人民币,低於该行及市场预期9.5%及6.1%,惟其在线阅读收入好过预期,有强劲的ARPPU支持(按年升51.6%)。该行下调其今年度收入预测1.8%,而非通用会计准则(non-GAAP)净利预测亦降24.2%,目标价相应由69元降至63元。
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