《大行報告》里昂下調閱文(00772.HK)目標價至33元 料網上閱讀業務收入下降
里昂發表報告,相信閱文集團(00772.HK)定位良好,料其中期業績表現或受惠近期短劇及生成人工智慧技術,可提升應用效率及商業化其豐富的IP圖庫。
該行預料,閱文旗下網上閱讀業務上半年已觸底,其IP開發速度或於下半年加速。該行表示,將公司在2024年及2025年純利預測分別下調8%及7%,主要是預期閱讀收入下降。該行將閱文集團目標價由37.2元下調至33元,相當於預測市盈率21倍,維持其評級為「跑贏大市」。(ca/w)
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