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研究快訊:CFRA重申華納音樂集團股票的買進評級

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-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下:我們將目標股價調高2美元至37美元,預期TEV/EBITDA倍數為13.4倍,而三年歷史平均值為15.8倍。我們更保守的目標股價反映了WMG正面的績效表現,以及數位串流媒體對音樂產業持續帶來的顛覆性變革。我們將2026財年(截至9月)及2027財年的每股盈餘預期上調0.25美元至1.65美元,營收預期分別為73億美元及76.3億美元。 WMG的一個重要特點是,它是一家代表音樂藝術家的音樂批發商,而非面向音樂聽眾的零售經銷商。 WMG專注於為客戶提供出版版稅處理系統或版稅報表,以從其數位供應和基礎設施中獲得更多收入。 AI Entertainment持有該公司98%的合併投票權。華納音樂集團 (WMG) 與 TikTok 續簽了合作協議,從而改善了其盈利狀況。 WMG 正在投資人工智慧,以擴大市場份額、提升音樂價值,並藉助其技術團隊提高營運效率。

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