港股異動 | 閲文集團(0772.HK)漲近7% 6日累計反彈20%
格隆匯3月16日丨閲文集團(0772.HK)漲6.68%,報75.9港元,6日累計反彈20%,此前曾大幅回撤超30%,目前總市值為771億港元。
瑞銀預計未來3年閲文在線閲讀收入的年複合增長率為20%,付費用户收入的年複合增長率為6%,廣吿收入為102%。認為公司與騰訊的合作在試行免費閲讀模型,比獨立開發模型更好,但可能需要一些時間才能得出結果;華泰證券此前表示,2021年閲文集團IP運營業務從底部回升,且管理層重振在線文學業務的新舉措正穩步推進。維持閲文集團買入評級,目標價82港元。

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