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《大行報告》大摩上調騰訊音樂(TME.US)目標價至10.5美元 評級「增持」
摩根士丹利發表報告,指騰訊音樂(TME.US)首季業績勝預期,加上全年強勁的指引,維持對其美股「增持」評級,目標價由10美元升至10.5美元 。 報告預計,次季音樂業務收入將超過社交娛樂服務收入,而音樂業務利潤將在明年料超過社交娛樂服務利潤。另外,訂閱收入首季按季增長創紀錄,預計勢頭將持續到明年,料音樂業務營業利潤率將在全年達到超過15%。該行將今明兩年的每股盈利預測提高20%;並指撇除現金後,騰訊音樂現估值相當於預測市盈率9倍屬吸引。
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