中金发表报告指，网易云音乐(09899.HK) 去年业绩胜预期。去年收入按年上升1.1%至79.5亿元人民币(下同)，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。维持“跑赢行业”评级，并考虑盈测调整及行业估值重评，将目标价调高32%至198港元，相当于预测今年非国际财务报告准则市盈率22倍。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-21 16:25。)
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