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《大行报告》中银国际升腾讯音乐(TME.US)目标价至28.68美元 重申「买入」
阿思达克 02-05 14:51
有外电引述消息指,腾讯音乐(TME.US)就来港第二上市计划,已选定摩根大通及摩根士丹利为保荐团队,协助安排上市事宜,集资最多50亿美元,目标年内上市。中银国际日前发表研究报告,指其将在3月中旬公布去年末季业绩。该行料其收入按年增15%至84亿元人民币,经调整纯利按年增8%至15亿元人民币。

报告称,其付费墙政策及独立音乐节目持续推高付费比率,并具健康增长轨迹。短期视频整合进一步加强用户黏性,并创造渐进广告存量及广告客户需求。该行上调2020至2022财年其每美国预托证券(ADS)单位盈测7%、14%及6%,以反映音乐订户持续增长及从社交媒体广告收入渐进增加,重申「买入」评级,目标价由18.3美元升至28.68美元。

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