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《大行報告》美銀證券升Netflix(NFLX.US)目標價至650美元 重申「買入」評級
阿思達克 01-25 16:58
美銀證券發表研報指,Netflix(NFLX.US)去年第四季業績表現強勁,用戶淨增長達1,310萬,創有史以來同期最高紀錄,大幅超出市場預期,預測由於美元匯價走弱及第四季經營正面影響,今年首季經營利潤率將提升至26.2%,新增用戶量料按季下降,但按年比較預期會錄得增長。 Netflix宣布美國世界摔角娛樂公司(WWE)簽訂一份十年期轉播權協議,獲授權在美國和多個海外市場播出WWE重點節目「Raw」,協議價值達50億美元。美銀表明看好Netflix向體育相關領域的戰略擴張。 美銀證券將今年首季收入及經營利潤預測分別由96億及23億美元,調整為92億及24億美元,並將今年全年收入、經營利潤及自由現金流預測,分別上調至395.2億、95億及60.1億美元,重申「買入」評級,目標價從585美元上調至650美元。
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