港股异动 | 大麦娱乐(01060)涨超6% 公司线下娱乐及IP双轮驱动 小摩看好公司股价表现

智通财经
14 Jul

智通财经APP获悉,大麦娱乐(01060)涨超7%,截至发稿,涨7.07%,报1.06港元,成交额4.08亿港元。

消息面上,据阿里鱼,魔法吉伊卡哇主题快闪店将于7月18日至8月15日落地成都。摩根大通近期研报表示,大麦娱乐和猫眼娱乐在今年的股票回报率相差悬殊,大麦上涨91%,猫眼下跌10%,而同期MSCI中国指数上涨17%,该行认为主要是由于大麦的IP商品化和线下活动票务业务的积极发展。该行预期大麦的表现将持续领先猫眼。维持对大麦“增持”评级,目标价升至1.2港元。

中信建投证券指出,近期港股名称正式由阿里影业改为大麦娱乐,同时公司还有两项业务变化,代表在核心业务上更加清晰和聚焦:1)大麦:成为苏超南京苏州站的官方购票渠道标志大麦进入区域型体育赛事票务市场,扩大在男性用户中的知名度,与以女性为主的音乐演出市场形成互补。2)IP:从阿里鱼近况看,三里鸥、Chiikawa 等IP授权和营销活动增加,看好业绩增量贡献。

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