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《大行報告》里昂下調微博(WB.US)目標價至30美元 評級「買入」
阿思達克 09-02 15:20
里昂發表研究報告指,微博(09898.HK)(WB.US)第二季業績表現符合預期,收入按年跌22%,經調整息稅前利潤(EBIT)則跌35%。期內餐飲、遊戲和新能源汽車等行業廣告支出表現相對具彈性,但服裝、直播和智能手機則較弱,相信需要一段時間才能恢復。 該行表示即使消費市場逐步復甦,但廣告商仍維持謹慎態度,因此預測微博第三季收入及經調整後EBIT分別按年跌約20%及39%。 里昂將微博今明兩年經調整後淨利潤預測下調4%及6%,美股目標價從36.8美元下調至30美元,由於現時估值低廉,因此維持「買入」評級。
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