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《大行》海通國際維持閱文集團(00772.HK)「跑贏大市」評級 目標價升至38元
阿思達克 08-18 13:52
海通國際發表研究報告指,閱文集團(00772.HK)上半年收入按年跌24%至32億元人民幣,仍較較市場普遍預期高1.5%。期內在線閱讀業務及IP業務收入分別達到20億及12億元人民幣,均略高於預期,經調整淨利潤率按年下降1個百分點至15.9%,較市場預期高5個百分點。 海通看好閱文正把握IP產業崛起的機遇,預料電視劇IP、IP衍生品業務及短劇業務都將穩步發展,另外預期旗下新麗傳媒將在下半年貢獻更多,在線閱讀業務穩定表現,目前預測下半年及全年總收入將分別達到40億及72億元人民幣,維持「跑贏大市」評級,目標價升至38元。
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