【券商聚焦】中金维持腾讯音乐(TME)“跑赢行业”评级 指其第四季度业绩超预期 上调公司目标价

金吾财讯
19 Mar

金吾财讯 | 中金发研指,腾讯音乐(TME)上季收入及non-IFRS净利润超出预期,憧憬在线音乐业务在2025年将保持健康增长,每付费用户平均收入受超级会员用户转化推动,亦将表现稳健长,付费用户数量扩张。

该行将公司港股目标价上调25.4%至65.2港元,维持“跑赢行业”评级。

该行指,腾讯音乐管理层对长期稳定增长充满信心,并已批准高达10亿美元的新一期股份回购计划,2024年亦宣派每股普通股派息9美仙,现金股息总额达2.73亿美元,以昨日收市价计算股息回报1.38%,认为公司非常重视股东回报,建议投资者关注其长期盈利增长前景,基本维持今明两年经调整净利润预测不变,

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