摩通:維持嗶哩嗶哩(9626.HK)“增持”評級 予目標價1000港元
摩通發研報指,嗶哩嗶哩(9626.HK)昨日公佈第三季業績,集團該季月均活躍用户(MAU)2.67億,用户日均使用時長達88分鐘,令該行有所驚喜;第三季收入以及第四季的收入目標均大致符合市場預期,但上季在線遊戲和廣吿業務表現則遜於該行預估。該行維持“增持”評級及目標價1000港元。
報吿指,嗶哩嗶哩淨營業額總額按年增加61%達52.07億元人民幣,好過市場及摩通的預期;其中,增值服務(VAS)收入按年升95%至19億元人民幣,電商及其他收入按年升78%至7.34億元人民幣,均勝該行預期。

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