《大行報告》大摩料嗶哩嗶哩(09626.HK)上季收入按年升64%勝指引 估MAU增至逾2.6億戶
摩根士丹利表報告,料嗶哩嗶哩(09626.HK)(BILI.US)今年第三季收入52.9億人民幣,按年升64%(按季升18%),優於指引上限水平,此亦符合市場預期,受益於用戶增長及非網遊業務所帶動,該行對公司2021年至2022年預測大致維持不變。
該行估計嗶哩嗶哩今年第三季月活躍用戶數(MAU)按季升13%至逾2.6億戶,相當於按年增長超過30%,主要受惠更佳內容推送及季節性因素所帶動。
大摩料嗶哩嗶哩今年第三季網遊收入按年升12%(原本15%),受益於次季推出三個項目,以及在9月聯合發行的《哈利波特》和《原神》週年紀念。估計公司上季廣告收入按年升128%,對比今年上半年增速有所回落,主要是基數較高所致。
該行維持對嗶哩嗶哩美股「增持」評級及目標價100美元,相當於預測市銷率6倍。(wl/u)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.