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《大行报告》大摩上调微盟(02013.HK)目标价至16元 评级「增持」
阿思达克 09-07 10:27
大摩发表的研究报告指,该行的调查显示内地中小企广告消费强劲,表示下半年广告预算增的受访者有29%,较上半年的21%有所改善,而中小企受访者则有五成料下半年广告预算将增,而微盟(02013.HK)较多针对中小企客户,另外公司在腾讯社交广告及字节跳动的接触面较大,有78%的受访者相信2020-21年互联网范畴将有最大的增长,而配置在短视频及微信等五大平台的资源最大,料公司亦将受惠。

该行指出,有72%的受访者表示会使用广告经纪,认为可提供较弹性的选择及全渠道广告等,另外由於广告的针对性是关键,故料公司的演算法及社交广告经验将为广告商增值,将公司目标价由12.6元升至16元,评级「增持」。(el/k) ~

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