花旗:升阿里影业(01060)目标价至0.92港元 料Chiikawa带来新贡献

智通财经
22 May

智通财经APP获悉,花旗发布研报称,阿里影业(01060)2025财年业绩会议最大的启示是公司明确展示了未来2至3年电影投资的纪律性,在2026财年整体员工保持稳定的情况下,主动将人力资源分配到大麦/IP商品销售,以实现利润增长。报告指,阿里影业旗下大麦2025财年稳健增长,提醒投资者线下娱乐市场的坚韧(此前许多人认为已见顶)和公司稳固的市场支配地位;尽管2025财年的增长强于预期,该行认为其IP商品潜力尚未完全释放,“Chiikawa”和“蜡笔小新”将在2026财年带来新贡献。目标价由0.75港元上调至0.92港元,重申“买入/高风险”。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10