《大行報告》花旗料嗶哩嗶哩(BILI.US)次季業績符預期 評級「買入」
花旗發表報告,預期嗶哩嗶哩(BILI.US)今年第二季收入及非通用會計準則(non-GAAP)虧損大致符合市場預期。收入料按年增長9%至49.16億元人民幣,對比市場預測爲49億元人民幣;non-GAAP虧損則料爲17.42億元人民幣,市場預測爲17.25億元。由於6月推出新遊戲,及仍有四款較小型的產品待推,該行預期集團下半年遊戲業務的按年跌幅會收窄。
該行表示,即使宏觀環境仍然不明朗,但估計集團的廣告增長將由第二季的7%,加快至下半年的23%。不過由於疫情可能在下半年持續,綜藝節目和線下活動或會受到影響,可能會略爲拖累集團增值服務和電商表現。
花旗維持嗶哩嗶哩美股「買入」評級,目標價45美元。
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