《大行報告》美銀證券下調微博(09898.HK)目標價至282元 評級「買入」
美銀證券維持對微博(09898.HK)第二季度收入預測,以人民幣和美元計算分別按年下降20%和23%,非通用會計準則(Non-GAAP)盈利預測為1億美元,預計第三季營收以人民幣計,將按季回升16%,對2023年業績預測亦由於2022年而變得較低。該行將微博港股目標價由342元下調至282元,美股目標價由44美元下調至36美元,評級「買入」。
美銀證券將微博2023年Non-GAAP每股盈利預測由3.15美元下調至3.03美元,又認為微博股價明顯跑輸同業,估值倍數折價顯著,認為目前的市場估值具有吸引力並重申評級「買入」。
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