You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
一文綜合大行於嗶哩嗶哩(09626.HK)公佈季績後最新評級、目標價及觀點
嗶哩嗶哩-SW(09626.HK)公佈季績後,今早股價捱沽,盤中曾低見616元一度下滑12.7%,最新報706元跌10.8%。花旗表示,嗶哩嗶哩第三季業績好壞參半,但非通用會計準經調整淨虧損低於市場預期,指今年第四季收入指引遜預期,料旗下廣告及直播業務會持續上季趨勢。 嗶哩嗶哩公佈截至今年9月底止首三財季業績,淨營業額總額按年升66.7%至136.02億元人民幣,以非通用會計準則計,經調整淨虧損由對上財年同期的18.84億元擴大至38.26億元人民幣。單計第三季,嗶哩嗶哩淨營業額總額按年升61.4%至52.07億人民幣,大致符市場預期的51.78億人民幣;經調整淨虧損由對上財年同期的9.48億人民幣,擴至16.13億人民幣。而公司預期今年末季淨營業額介乎57億至58億人民幣。 【本季指引弱 季績後受壓】 摩根士丹利發表報告表示,料嗶哩嗶哩今年下半年毛利率或可見底,但料旗下網遊業務短期收入增長前景存不明朗,但估計旗下廣告業務收入或可倍升。該行指,基於網遊業務增長影響因素,料嗶哩嗶哩明年毛利率透明度仍較低。 瑞銀指嗶哩嗶哩第三季業績大致符合預期,但公司給予今年第四季收入乎57億至58億人民幣指引,略低於該行及市場原預期各59.5億及58億人民幣,料市場對嗶哩嗶哩反應負面,。因第四季指引疲弱。 ------------------------------------------ 本網綜合1間券商列出對嗶哩嗶哩(09626.HK)投資評級及目標價: 券商|投資評級|目標價 摩根大通|增持|1,000港元 ------------------------------------------ 本網綜合6間券商列出對嗶哩嗶哩(BILI.US)投資評級及目標價: 券商|投資評級|目標價 摩根大通|增持|130美元 花旗|買入|126美元->120美元 瑞銀|買入|120美元 大和|買入|100美元->118美元 摩根士丹利|增持|100美元 傑富瑞|買入|86美元->97美元 ------------------------------------------ 券商|觀點 摩根大通|用戶增長強勁,惟行業需求疲軟致廣告收入增長減少 花旗|料四季度收入指引未如預期,關注廣告、增值服務和用戶增長 瑞銀|三季度收益基本符預期,料第四季度收入指引略有下降,關注用戶增長及參與度 大和|廣告收入前景依然強勁 摩根士丹利|今年下半年毛利率或已見底,但透明度仍低 傑富瑞|三季度收入符合預期,料下季用戶羣呈穩健增長勢頭
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.
uSMART
Wealth Growth Made Easy
Open Account