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《大行報告》瑞信上調閱文(00772.HK)目標價至47元 評級「跑贏大市」
阿思達克 03-20 10:41
瑞信發表報告指,閱文(00772.HK)去年下半年收入為35億元人民幣,按年下跌18%,並低於該行預期5%;非通用會計準則(Non-GAAP)的純利則為6.82億元人民幣,優於該行預期8%,主因受惠於成本優化。由於業務調整及可能會豐富內容,該行預期集團今年的收入可增長至84億元人民幣。 瑞信將閱文今年盈利預測上調2%,但明年則降11%,反映短期內豐富的IP供應、有效成本管理和有利的內容環境,但一致性的能見性較低。 瑞信又上調閱文股份目標價,由45元升至47元,評級維持「跑贏大市」。
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