《大行報告》中金料嗶哩嗶哩(BILI.US)次季收入升9% 非通用會計準則淨虧損17.9億人幣
中金發表報告,預期嗶哩嗶哩(BILI.US)次季收入按年升9%至49億元人民幣,非通用會計準則淨虧損17.9億人民幣。
該行引述QuestMobile數據指,嗶哩嗶哩次季平均月活躍用戶及日活躍用戶分別按年升25.7%及31%,平均用戶每日使用時長增長10.3%,顯示用戶增長健康。該行料公司次季月活躍用戶及日活躍用戶將按年升28%及36%。
該行又指,新冠疫情影響公司次季廣告及電商收入,但廣告需求在6月部分地恢復,受惠於六一八購物節。該行預測公司次季廣告收入按年升8%至11.3億元人民幣,電商收入按年大致持平至5.78億元人民幣。基於上半年推出遊戲數目有限,該行料公司次季遊戲業務將維持相對壓力,收入或按年跌14%至10.6億元人民幣。增值服務收入則料按年升30%至21.3億元人民幣。
該行維持對嗶哩嗶哩「跑贏同業」評級,美國預託證券目標價為35美元。
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