智通财经APP获悉,高盛发布研报称,首予大麦娱乐(01060)“买入”评级,目标价1.38港元。作为中国最大的现场演出票务平台及最大的知识产权(IP)授权代理,该行相信公司凭借其领先的市场份额及策略性地专注于现场活动及IP业务,在各个垂直范畴均处于有利位置,因此能转移较不稳定的电影制作部分,有效地迎合年轻人不断上升的需求,从而形成一个更可持续和更有弹性的业务模式。
报告指,大麦娱乐年初至今的股价表现强劲,升幅达140%,反映出市场重新评估公司的策略,即转向现场活动和IP业务,而非较波动的电影业务。尽管市场已对该公司抱持乐观态度,但由于该公司的盈利增长强劲,加上其专注于更具持续性的业务模式,因此认为该公司的股价仍有上升空间。
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