大行评级丨瑞银:予奈飞“买入”评级及目标价1040美元 现时是提高订阅价格时机

港股那点事
31 Dec 2024

格隆汇12月31日|瑞银发表报告称,奈飞在体育直播中表现良好,因此可能会提高订阅价格。瑞银称,奈飞全美美式足球联盟(NFL)比赛于圣诞节当天播出,在美国平均收视人数约为2400万,收视率已远远超过亚马逊(AMZN)本季Prime Video的周四榄球之夜。虽然收视率低于转播率,但该行相信,随着时间推移,奈飞有能力获得更多的体育赛事转播,将为进一步加价铺路,同时增强广告收入。瑞银称,自2022 年初以来,奈飞标准美国计划尚未加价,指根据无广告计划的历史变化进行加价,预计将带来约10亿美元年增量收入和息税前利润,给予“买入”评级,目标价为1040美元。

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