瑞银发表报告指,阅文集团上半年表现疲弱,符合买方已调降的预期,受累于新丽传媒(NCM)发行内容排程,但预期下半年将有反弹,且IP业务前景完好。该行将其目标价由37.2港元上调至40港元,评级“买入”;下调全年营收预测12%,但维持经调整净利润预测为13.5亿元,因为营收入帐方式和内容排程时间的改变应不会影响全年纯利表现。该行认为市场已大致计入NCM方面的短期疲弱,投资者的焦点已逐渐转移到知识产权授权及商品业务,这两项业务作为公司的核心增长动力,前景仍然完好。
瑞银发表报告指,阅文集团上半年表现疲弱,符合买方已调降的预期,受累于新丽传媒(NCM)发行内容排程,但预期下半年将有反弹,且IP业务前景完好。该行将其目标价由37.2港元上调至40港元,评级“买入”;下调全年营收预测12%,但维持经调整净利润预测为13.5亿元,因为营收入帐方式和内容排程时间的改变应不会影响全年纯利表现。该行认为市场已大致计入NCM方面的短期疲弱,投资者的焦点已逐渐转移到知识产权授权及商品业务,这两项业务作为公司的核心增长动力,前景仍然完好。
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