大行评级丨大摩:大麦娱乐上半财年盈利预告胜预期 评级“增持”

中金财经
Nov 07, 2025

  摩根士丹利发表研究报告指,大麦娱乐发盈利预告,初步估算9月底止上半财年净利润多于5亿元,高于该行预测的4.97亿元。大摩表示,由于大麦娱乐的IP扩展,加上在产品零售方面的新业务措施,相信公司将有更高增长率。该行预计公司总收入按年增长27%,其中IP业务增90%,而线下娱乐业绩则升13%。该行予其“增持”评级,目标价1.2港元。   

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