《大行報告》摩通上調嗶哩嗶哩(09626.HK)目標價至195元 評級「中性」
摩根大通發表報告,指嗶哩嗶哩(09626.HK)在公布首季業績後股價下跌15%,主要由於投資者對自3月中旬反彈75%後的獲利回吐,以及反映下半年收入增長增速和節約成本存在不確定性。長期而言,該行仍然看好嗶哩嗶哩的平台價值,因首季流量按年增長逾50%。將其目標價由147元上調至195元,維持「中性」評級。
該行認為,嗶哩嗶哩仍需證明下半年的業務恢復才能令股價進一步上升,包括在國內推出新遊戲,例如將於6月29日推出的《時空獵人3》,而公司亦目標於次季在海外推出3款遊戲,以及在宏觀經濟復甦的推動下加速廣告收入等。
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