中银国际:预期腾讯音乐第四季度业绩符合预期 维持“买入”评级

格隆汇
15 Jan

中银国际发表研报,预期腾讯音乐2024年第四季度业绩表现与市场预期一致,料总收入按年增长6%;经调整净利润率达到27%。当中,核心的音乐会员业务收入将按年增长17%。该行认为,腾讯音乐将持续依赖其核心音乐内容生态,以及丰富且融合的基建设施,通过加强商业化变现能力及提高商业化变现效率,从而在未来获得稳定高质量的音乐业务增长。中银国际表示,考虑到腾讯音乐叠加稳定执行的回购及年度派息政策,故维持其“买入...

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