《大行報告》高盛下調嗶哩嗶哩(09626.HK)-SW目標價至1,205元 評級「買入」
高盛發表研究報告,指嗶哩嗶哩(09626.HK)即將公布首季業績,預期增長為62%至37.44億元人民幣,由直播、增值服務和廣告收入帶動,抵銷手機遊戲轉弱的增長,毛利增24.8%,由廣告收入增長帶動,銷售和推廣開支比率增26%,與2020年首季相若。
該行大致維持2021至23年收入預期,月均活躍用戶目標分別為2.5億、3.13億及3.69億,目標價由1,219元輕微下降至1,205元,評級維持「買入」。
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