《大行》野村升中國儒意(00136.HK)目標價至3.5元 維持「買入」評級
野村發表研究報告指,中國儒意(00136.HK)中期收入按年增長20%,主要來自於內容銷售及線上遊戲業務的推動,上半年經調整盈利按年跌5%,表現參差。
然而,野村認為,中國儒意持續鞏固以內容為核心的生態系統發展,戰略投資更趨向多元化,涉及潮玩及金融服務等領域,對公司在中國內容製作業務的可持續領導地位保持樂觀,維持「買入」評級,目標價由2.8元上調至3.5元。計及遊戲及線上串流業務前景,以及內容製作業務的波動性,該行將中國儒意2025至2027年收入預測下調3%至4%,經調整盈利預測上調53%至54%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.