大行评级|海通国际:上调阅文集团目标价至38港元 维持“跑赢大市”评级

格隆汇
Aug 18

海通国际发表研报指,阅文集团上半年收入按年跌24%至32亿元,仍较较市场普遍预期高1.5%。期内在线阅读业务及IP业务收入分别达到20亿及12亿元,均略高于预期,经调整净利润率按年下降1个百分点至15.9%,较市场预期高5个百分点。该行看好阅文正把握IP产业崛起的机遇,预料电视剧IP、IP衍生品业务及短剧业务都将稳步发展,另外预期旗下新丽传媒将在下半年贡献更多,在线阅读业务稳定表现,目前预测下半年及全年总收入将分别达到40亿及72亿元,维持“跑赢大市”评级,目标价上调至38港元。

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