研报掘金|中金:上调网易云音乐目标价至198港元 去年业绩胜预期

格隆汇
24 Feb

格隆汇2月24日|中金发表报告指,网易云音乐去年业绩胜预期,去年收入按年上升1.1%至79.5亿元,大致符合该行及市场预期;Non-IFRS纯利按年大幅上升至17亿元,高于该行和市场预期,主要由于有效控制销售和利息支出。中金指,考虑到社交娱乐业务的持续调整和销售费用的有效控制,上调网易云音乐2025年和2026年的Non-IFRS纯利预测18.1%和12.2%,至分别17.8亿元和19.3亿元。...

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