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大行評級丨瑞銀:予奈飛“買入”評級及目標價1040美元 現時是提高訂閲價格時機
格隆匯 12-31 09:18
瑞銀髮表報吿稱,奈飛在體育直播中表現良好,因此可能會提高訂閲價格。瑞銀稱,奈飛全美美式足球聯盟(NFL)比賽於聖誕節當天播出,在美國平均收視人數約為2400萬,收視率已遠遠超過亞馬遜(AMZN)本季Prime Video的週四欖球之夜。雖然收視率低於轉播率,但該行相信,隨着時間推移,奈飛有能力獲得更多的體育賽事轉播,將為進一步加價鋪路,同時增強廣吿收入。瑞銀稱,自2022 年初以來,奈飛標準美國計劃尚未加價,指根據無廣吿計劃的歷史變化進行加價,預計將帶來約10億美元年增量收入和息税前利潤,給予“買入”評級,目標價為1040美元。
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