閱文(00772.HK)倒跌逾一成低見62.6元創逾五個月低 中績虧轉盈
閱文集團(00772.HK)中績虧轉盈,該股今天高開報73元欠承接,掉頭跌破10天及牛熊線(72.08元及69.3元)後,沽盤湧現,曾急挫13%低見62.6元,創逾五個月低,現報64.65元,續挫10.6%,成交急增至918萬股。
閱文昨天收市後公布,中期業績扭虧轉賺10.83億元人民幣,去年同期蝕32.96億元人民幣,每股盈利1.08元人民幣。期內,營業額按年升33%至43.42億元人民幣。大摩績後指,若撇除新麗傳媒,閱文非國際會計準則計中期純利大致符預期,線上閱讀疲弱被IP業務增長所抵銷。該行對閱文在免費閱讀變現上仍持審慎態度,而IP業務發展仍需時,維持其「與大市同步」評級,考慮內容監管不確定性下新麗傳媒以外IP業務估值下降,目標價降5%至76元。
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