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《大行報告》花旗降閱文(00772.HK)目標價至42元 展開30日負面催化劑觀察
花旗發表報告指,閱文(00772.HK)將於3月16日發布去年業績,預計收入將遜市場預期,純利亦將略遜市場預期。該行將公司去年至明年盈利預測分別下調2%、2%、6%,目標價由44元下調至42元,評級「買入」。由於該行預測低於市場,因此開啟30天負面催化劑觀察,並預計市場亦將下調對該股預測。 花旗預計閱文去年下半年收入錄33.84億元人民幣(下同),較市場預期錄39.45億元低出14%,原因是在線閱讀和IP改編收入料分別按年下降23和21%。至於下半年non-IFRS盈利預計錄6.34億元,比市場預期6.7億元低5%。該行預計,閱文今年在線閱讀業務將從低基數中恢復,而旗下新麗傳媒(NCM)由於強勁的劇集出品管線,可能會實現較好的利潤增長。
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