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《大行報告》大和下調百度(09888.HK)目標價至205元 料次季核心收入跌4.8%
大和發表報告,由於廣告市道疲軟,將百度(09888.HK)2022年收入預測下調2%,撇除電動汽車銷售,將2023-2024收入預測下調7%至8%。該行重申百度評級「買入」,目標價由210元下調至205元。 大和估計,百度第二季度核心收入按年下降4.8%至229億元人民幣(下同),在線營銷服務業務疲軟,相關收入按年下跌11.5%。此外,由於愛奇藝(IQ.US)收入預計按年下降8%,大和預計百度總收入將按年下降5.5%至296億元,百度核心非通用會計準則(non-GAAP)營業收入將達到39.5億元,百度集團non-GAAP營業收入40億元人民幣。
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