港股异动 | 阅文集团(00772)盘中跌近4% 野村称新丽传媒贡献或减少 机构称短期缺少催化剂
阅文集团(00772)盘中跌近4%，截至发稿，跌3.05%，报23.8港元，成交额5941.69万港元。
野村发表报告，下调阅文集团今明两年经调整纯利预测各2%及4%，主要反映新丽传媒贡献减少的预期。该行料公司下半年总收入按年跌6%，预期阅文下半年经调整利润按年升32%至6.94亿元人民币。该行维持对该股的“买入”评级，目标价由31.8港元降至29.8港元，相当于预测明年市盈率19倍。
交银国际表示，小幅调高阅文集团2024年经调整净利预期1%至14亿元人民币，基于2023-25年利润复合增长21%，目标价29港元。但短期缺乏股价催化剂，维持“中性”评级。长期关注头部IP可视化开发能力复制、产能扩张、AIGC带动成本优化及短剧等新业务增长势能。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.