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大行評級丨花旗:上調阿里影業目標價至0.92港元 IP商品潛力尚未完全釋放
格隆匯 05-21 15:26
花旗發表報吿指,阿里影業2025財年業績會議最大的啟示是公司明確展示了未來2至3年電影投資的紀律性,在2026財政年度整體員工保持穩定的情況下,主動將人力資源分配到大麥/IP商品銷售,以實現利潤增長。報吿指,阿里影業旗下大麥2025財年穩健增長,提醒投資者線下娛樂市場的堅韌和公司穩固的市場支配地位;儘管2025財年的增長強於預期,該行認為其IP商品潛力尚未完全釋放,Chiikawa和蠟筆小新將在2026財年帶來新的貢獻。該行對其目標價由0.75港元上調至0.92港元,重申“買入”評級。
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