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《大行報告》瑞信:微盟(02013.HK)上半年業績遠遜預期 下調評級至「中性」
阿思達克 08-16 14:42
瑞信發表報告指,微盟(02013.HK)上半年業績遠遜預期,收入和經調整淨虧損都差過該行預期。管理層調低了今年下半年和明年訂閱解決方案收入增長指引,分別為10%至20%,以及20%至30%,料今年下半年廣告收入按年增長20%,並料2023年下半年實現收支平衡,而早前指引為2023年。 報告將微盟2022至2024年的收入預測降低29%至32%,以反映疫情影響,以及具有挑戰性的宏觀環境。目前估計2022財年的訂閱和商戶解決方案收入將按年分別增長10%和下跌18%。 瑞信將微盟評由「跑贏大市」下調至「中性」,以反映對其前景的不穩定性持保守態度,同時等待能見度提升。目標價由6.5元下調至4.1元。
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