《大行報告》百度(09888.HK)投資評級及目標價(表)
百度(09888.HK)(BIDU.US)將於本周四(12日)公布中期業績,本網綜合8間券商預測其2021年上半年非公認會計準則歸屬百度的淨利潤介乎84.22億至102.92億人民幣,較2020年上半年純利81.64億人民幣,按年升3.2%至26.1%;中位數90.36億人民幣,按年升10.7%。
由於公司指2021年首季錄其他收益總計淨額為238億人民幣(包括長期投資的公允價值收益237億人民幣,其中主要包括快手科技(01024.HK)投資收益),綜合5間券商預測其2021年上半年純利介乎283.68億至302.46億人民幣,較2020年中期純利36.2億人民幣,按年升6.84倍至7.36倍;中位數284.77億人民幣,按年升6.87倍。花旗料投資者將聚焦公司近期廣告業務趨勢、對內地收緊互聯網行業監管及稅率等指引,並關注其自動駕駛業務進展。
綜合9間券商列出對百度(09888.HK)投資評級及目標價:
券商│投資評級│目標價(港元)
高盛│買入│339元
瑞信│跑贏大市│335元
大和│買入│335元
美銀證券│買入│325元
摩根大通│增持│300元
星展│買入│299元
交銀國際│買入│266元
建銀國際│跑贏大市│254.48元
中銀國際│買入│243元
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