《大行報告》瑞銀上調Netflix(NFLX.US)目標價至525美元 評級「買入」
瑞銀發表研報指,Netflix(NFLX.US)自打擊帳戶共享行為及推出非同住者收費計劃後,經營數據表現正面,對提升用戶參與度、下載量和搜索量都有幫助。
隨著匯兌情況好轉,該行現時佑計Netflix第二季業績將超越公司增長指引及市場預期,相信下半年增長將加快。預測第二及第三季用戶人數將分別增加360萬及650萬,全年收入及EBIT增幅料達9%及11%,並於2024年加快至15%及30%以上。
Netflix 近日於加拿大不再提供基本的無廣告月費計劃,瑞銀估計未來將有助ARPU提升10%,並可加快擴大廣告基礎,目前預期第二及第三季ARPU將持平及增長4%,目標價提升至525美元,評級為「買入」。
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