智通财经APP获悉,野村发布研报称,下调阅文集团(00772)评级至“中性”,目标价由29.8港元下调至27港元。该公司计划进一步专注于一流的电影和剧集内容,预期利润贡献将会降低,料2025财年盈利前景疲弱。
野村指,阅文集团发盈警称,净利润和经调整净利润均低于市场预期,主要是由于新丽传媒产生的非现金商誉减值达10.5亿至11.5亿人民币。该行认为,新丽传媒去年下半年表现弱于预期,是由于剧集延迟发布。
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