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《大行報告》花旗下調閱文(00772.HK)目標價至40元 評級「買入」
花旗發表報告指,閱文(00772.HK)將於8月10日公布中期業績,該行預計在IP改編業務疲軟下,收入和經調整盈利都將低過市場預期。就線上閱讀業務,由於反盜版措施,自營渠道表現可能會好轉,但第三方平台和免費閱讀可能未如預期。 花旗將今年至後年的盈利預測分別下調2%、4%及4%,以反映其他閱讀渠道疲軟,並將目標價由42元下調至40元。同時,由於預期中期業績疲軟,開啟30天負面催化劑觀察。至於公司最近重新組織業務部門,以更好地融入AIGC技術,或成為中長期增長動力,維持「買入」評級。
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