《大行報告》大摩:阿里影業(01060.HK)宣布收購「大麥」是重大利好催化劑
摩根士丹利發表報告指,阿里影業(01060.HK)宣布收購「大麥」是重大利好催化劑。重申「增持」評級,目標價0.61元。
大摩認為,阿里影業能夠通過今次收購整合「大麥」增長強勁的活動票務業務,同時加強泛娛樂業務,如電影、活動、電視劇、IP等。大摩指,電影與活動票務平台之間存在巨大的協同效應,如淘票票推出淘麥VIP評分產品。
阿里影業指「大麥」業務涵蓋演唱會、音樂節、現場表演、戲劇、體育賽事及展覽等。阿里影業表示,將通過擴大大麥品牌在活動主辦及推廣、場地營運及藝人經紀等現場娛樂產業價值鏈的上游影響力,鞏固規模優勢及競爭壁壘,進一步打造其線下娛樂業務的品牌知名度。
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