智通财经APP获悉，里昂发布研报称，将腾讯音乐-SW(01698)的目标价由65.1港元下调至62.2港元，重申对其“跑赢大市”评级，预测第三季盈利保持韧性。该行对腾讯音乐今明两年盈利预测分别上调0.6%及下调0.7%，主要反映该行对其社交娱乐业务的预测减少，部分被更好的成本控制所抵销，并预期公司第三季社交娱乐业务收入贡献降至20%。
据悉，腾讯音乐将于11月12日披露第三季业绩，该行预期公司总收入预测同比增长6.8%至70亿元人民币；经调整净利润同比增长33%至19.6亿元人民币，主要由于在线音乐业务预计同比增长24%至56亿元人民币，但被社交娱乐业务收入预测同比跌31%至14亿元人民币而部分抵销。该行关注重点包括管理层对超级会员(SVIP)计划的披露，以及付费用户的净增长趋势。
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