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《大行報告》大摩下調阿里影業(01060.HK)目標價至0.46元 評級「與大市同步」
阿思達克 06-02 10:04
大摩發表評級報告指,阿里影業(01060.HK)2023財年下半年總收入按年跌26%至17億元人民幣,較該行預測低了5%,反映內容業務疲軟,惟科技及IP業務表現強勁。 該行預料,公司2024財年總收入按年升48%,純利回復正常,錄得5億元人民幣,而管理層提供了對行業票房前景的樂觀看法,預料今年可回復至2019年水平的75%,而未來12個至18個月可達到全面復甦。 該行對公司每股盈測大致上維持不變,並將公司在2024財年、2025財年及2026財年的收入預測上調5%,由於缺乏短期催化劑,目標價由0.6元下調至0.46元,維持其「與大市同步」評級。(ca/u) ~
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