港股異動|騰訊音樂升超7.5% 美銀重申“買入”評級並上調盈測及評級
騰訊音樂(1698.HK)續升超7.5%,報31.5港元。騰訊音樂Q3淨利潤為12.6億元,同比增長15.6%;在線音樂付費用户數持續增長達1.03億再創新高,單個付費用户月均收入實現連續6個季度增長,達10.3元。美銀證券發表研報指,騰訊音樂第三季業績基本符合預期,其中,音樂業務和直播業務表現略為好轉;音樂用户人數和ARPU作為雙引擎推動增長,料公司2024及25年的ARPU分別為11元及12元。該行指,因應公司正面前景,上調其2023至25年的盈測2至5%,目標價由34港元上調至35港元,重申“買入”評級。該行預計,集團將有更明顯利潤增長,將進一步推動股價上升。
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