《大行報告》花旗上調閱文(00772.HK)目標價至84元 評級「買入」
花旗發表報告,指閱文(00772.HK)上半年業績穩健,收入和淨利潤均高過預期,但鑑於近期股價表現優於其他互聯網公司,或很大程度上反映投資者已有所預期。目標價由78元上調至84元, 維持「買入」評級,因其生態系統的持續改善將更好地釋放內容價值。
花旗預計,閱文附屬新麗傳媒下半年或再推出4至5部電視劇,而管理層將繼續通過加強與騰訊的渠道合作,關注免費閱讀的用戶增長。同時將閱文2021年至2023年的盈利預測分別下調7%、19%、6%,以反映免費閱讀貨幣化速度比預期慢。
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