《大行報告》富瑞下調閱文(00772.HK)目標價至68.6元 評級「買入」
富瑞發表研究報告指出,閱文(00772.HK)去年收入按年增長1.7%至87億元人民幣,低過預期,主要由於新麗傳媒(NCM)收入確認。平均月活躍用戶按年增長8.6%至2.49億戶,高過該行預期的2.35億戶。
該行預期,由於騰訊(00700.HK)支持的綜合內容(IP和作家)及生態系統,閱文堅實的管道及在線業務競爭處優,相信今年表現將處於軌道上。
富瑞維持對閱文「買入」評級,目標價由90元降至68.6元,估計公司今年收入按年增長9%,在線閱讀收入增長約7%,IP業務和其他業務按年增長11%。
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