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《大行報告》中銀國際升騰訊音樂(TME.US)目標價至28.68美元 重申「買入」
阿思達克 02-05 14:51
有外電引述消息指,騰訊音樂(TME.US)就來港第二上市計劃,已選定摩根大通及摩根士丹利為保薦團隊,協助安排上市事宜,集資最多50億美元,目標年內上市。中銀國際日前發表研究報告,指其將在3月中旬公布去年末季業績。該行料其收入按年增15%至84億元人民幣,經調整純利按年增8%至15億元人民幣。

報告稱,其付費牆政策及獨立音樂節目持續推高付費比率,並具健康增長軌跡。短期視頻整合進一步加強用戶黏性,並創造漸進廣告存量及廣告客戶需求。該行上調2020至2022財年其每美國預託證券(ADS)單位盈測7%、14%及6%,以反映音樂訂戶持續增長及從社交媒體廣告收入漸進增加,重申「買入」評級,目標價由18.3美元升至28.68美元。

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