《大行報告》里昂上調嗶哩嗶哩(BILI.US)目標價至27.5美元 評級「跑贏大市」
里昂發表報告指,嗶哩嗶哩(BILI.US)首季業績和次季指引疲弱,但與預期一致。首季總收入按年增長30%至50.5億元人民幣,與該行預計的50.7億元人民幣相若,經調整淨虧損為16.5億元人民幣,與該行預計的約16.2億元人民幣相若。移動遊戲營業額按年健康增長16%,但廣告和電子商務業務增長受封控影響而急遽減速。
里昂將嗶哩嗶哩2022年度和2023年度的淨利潤預測各下調1.53億元人民幣和5,600萬元人民幣,但將目標價由25.3美元上調至27.5美元,因為將貼現現金流的折讓率由20%收窄至15%,以反映重新開放,並維持「跑贏大市」評級。
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