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《大行報告》美銀證券下調嗶哩嗶哩(09626.HK)目標價至934元 評級「買入」
美銀證券發表研究報告指,嗶哩嗶哩(09626.HK)第二季用戶數量及銷售額增長均勝預期,看好下半年用戶及非遊戲業務發展。 該行指出,嗶哩嗶哩披露遊戲收入僅有1%來自未成年用戶,對下半年有3款新遊戲推出仍感到樂觀。展望第三季,美銀預測收入將按年增長58%至61%,達到約51億至52億元人民幣,全年遊戲市場整體疲弱下,預期非遊戲業務可帶動一定增長,維持2021至2023年收入預測不變。 美銀將2021至2023年每股虧損預測下調至14.71、13.19及5.29元人民幣,目標價由968元降至934元,重申「買入」評級。
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