《大行報告》瑞銀升Netflix(NFLX.US)目標價至570美元 為串流服務競爭合理化主要受益者
瑞銀發表報告指,Netflix(NFLX.US)上季業績及管理層對今年首季展望勝預期;上季訂閱人數增加了1,310萬名用戶,勝該行及市場預期,期內收入按年升13%,對上一季撇除外匯影響則升8%。
至於今年首季,管理層預料訂閱人數表現較去年同期佳,又指過去12個月收費輕微上升後,今年將加價,並推出付費共享計劃。該行又指,續見到定價能力較同業更強,尤其在利潤、提高收費率、削減支出及將內容授權給Netflix方面;並認為公司是串流服務競爭合理化的主要受益者。該行將其目標價由560美元上調至570美元,評級「買入」。
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