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《大行報告》德銀下調嗶哩嗶哩(09626.HK)目標價至315元 評級「買入」
德銀發表報告指,由於宏觀環境疲弱,嗶哩嗶哩(09626.HK)首季廣告業務增長放慢,上海及北京的疫情封鎖措施亦明顯影響廣告客戶情緒,料業務第二季會面對更多挑戰。 不過,該行認為集團的手遊及增值服務勢頭仍然穩健,主要是受到良好的用戶增長及用戶參與度上升推動,而月活躍用戶增長增長亦穩固,按年升超過30%。 德銀下調嗶哩嗶哩股份目標價,由389元降至315元,評級維持「買入」,並調低集團今明兩年收入預測各8%,反映廣告及經濟前景更為疲軟,至於經調整的虧損預測則分別調升25%及14%。
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