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《大行報告》麥格理下調騰訊音樂(TME.US)目標價至6.6美元 評級「中性」
麥格理發表報告指,騰訊音樂(TME.US)第二季業績大致符合預期。但由於對直播的嚴格監管環境,該行認為今年下半年和明年業績前景可能進一步受壓。該行預計下半年收入將按年降16%,反映線上音樂收入按年增長33%和社交娛樂業務收入按年下降59%。下半年經調整淨利潤料29億元人民幣。 麥格理維持對騰訊音樂美股「中性」評級,將今明兩年經調整淨利潤預測分別下調2%和4%,美股目標價相應下調4%至6.6美元。
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