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《大行》野村升中國儒意(00136.HK)目標價至3.5元 維持「買入」評級
阿思達克 08-27 10:53
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%。
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