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《大行報告》大摩相信阿里影業(01060.HK)股價60日內將升 評級升至「增持」
摩根士丹利發表技術研究報告,相信阿里影業(01060.HK)股價60日內將升,發生機率料介乎70%至80%,評級由「與大市同步」升至「增持」,反映其強勁的增長周期、在泛娛樂領域的全面佈局、阿里巴巴重組帶來的潛在上升空間以及豐富的產品線,在強勁盈利增長下估值不高。目標價0.61元。 該行指,阿里影業有四個關鍵催化劑,包括強勁的行業票房預期或10月國慶周末的表現、潛在的大片《前任4》和《好像也沒那麼熱血沸騰》等、2024財年上半年業績料表現強勁,經調整淨利潤預測為5億元人民幣、以及在阿里巴巴集團重組的背景下,各業務線的協同效應得到加強。
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