《大行報告》瑞信上調騰訊音樂(TME.US)目標價至7.9美元 評級「中性」
瑞信發表評級報告,預料騰訊音樂(TME.US)去年第四季收入達73億元人民幣,按年跌4%,主要是社交娛樂表現疲軟,經調整後純利則達15億元人民幣,線上音樂用戶淨增加則達250萬,按季增長穩定;基於價格自行調整,每個付費用戶的平均收益(ARPPU)應繼續上升。
該行指,今年線上音樂收入回復至按年17%增長,主要是ARPPU擴張及復甦,並將公司在2022年至24年每股盈測上調7%至24%,將其目標價由5.1美元上調至7.9美元,維持其評級為「中性」。(ca/k)
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