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野村:維持嗶哩嗶哩(BILI.US)“買入”評級 目標價上調至99美元
格隆匯 10-25 14:17

野村發表研究報吿指,預期嗶哩嗶哩(BILI.US)第三季收入按年升61%至52億元人民幣,符市場預期;非通用會計準則營業虧損率按年跌1個百分點至31%,預期非通用會計準則淨虧損按年擴大60%至15.5億元,對比市場預期為15.3億元。該行維持其美股“買入”評級,美股目標價由90美元上調10%至99美元。

野村預期,嗶哩嗶哩手遊業務收入按年升12%,主要受新作如《刀劍神域》、《機動戰姫》及、《坎公騎冠劍》所帶動。該行預期,B站的增值服務按年升82%,主要受會員及直播業務帶動;另外預期廣吿業務收入按年升1.41倍、月活潑用户數按年升33%至2.62億。該行預期,B站第四季收入按年升51%,符市場最新預期。該行料廣吿及增值服務收入按年升1.38倍及56%;手遊收入加速至按年升30%。

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