高盛发表研究报告指，新意网集团2025财年下半年EBITDA为10.68亿港元，较该行预期低9%，主要因收入逊预期11%，但部分被EBITDA利润率扩张2个百分点所抵消。折旧及摊销低于预期，有效税率约15%，而该行预期为16%。末期息每股0.12港元，较该行预期低13%，全年派息比率约46%，而该行预期为50%；管理层重申派息比率上限将维持于50%不变。 该行将2026及27财年收入预测下调11%及13%，每股盈利调下调12%及16%；并预计2026至28财年派息比率维持46%，而此前预期为50%，2028年每股盈利及派息分别为0.37港元及0.17港元；目标价由10.9港元下调至10港元，维持“买入”评级。
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