中金发表研报指,大麦娱乐发布2026财年上半年盈利预喜,预期于截至9月30日止六个月录得归属于公司所有者的净利润将不低于5亿元,按年增长约48%。公司在盈利预告中表示,净利润增加主要原因之一为阿里鱼业务表现优异,收入与利润按年均录得强劲增长。三丽鸥、Chiikawa、蜡笔小新等龙头IP仍为当前收入与利润的核心驱动,且热度表现良好。 中金维持大麦娱乐全年收入与利润预测不变,维持“跑赢行业”评级及目标价1.32港元,对应2026年30倍市盈率,较当前股价有40%上行空间。
中金发表研报指,大麦娱乐发布2026财年上半年盈利预喜,预期于截至9月30日止六个月录得归属于公司所有者的净利润将不低于5亿元,按年增长约48%。公司在盈利预告中表示,净利润增加主要原因之一为阿里鱼业务表现优异,收入与利润按年均录得强劲增长。三丽鸥、Chiikawa、蜡笔小新等龙头IP仍为当前收入与利润的核心驱动,且热度表现良好。 中金维持大麦娱乐全年收入与利润预测不变,维持“跑赢行业”评级及目标价1.32港元,对应2026年30倍市盈率,较当前股价有40%上行空间。
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