《大行報告》大摩:出售Viu收費電視權益價格對電盈(00008.HK)吸引 交易不意外
電盈(00008.HK)旗下Viu引入收費電視運營商CANAL+為策略性股東,將分階段投資共3億美元,持股26.1%,CANAL+並有進一步增持至51%的權利。摩根士丹利發表研究報告指,今次引資並不令人意外,認為交易作價估值對電盈來說具有吸引力。
大摩又指,電盈一直都有考慮Viu的分拆及引入外部投資,認為公司已於2022財年實現EBITDA盈虧平衡,今次尋求引入外部資本是發展的良好方向,又相信CANAL+是一個優質的戰略投資者及合作夥伴,將推動Viu未來發展。
該行對電盈給予「增持」評級,目標價為4.5元。
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