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《大行報告》摩通下調微博(WB.US)目標價至21美元 評級「中性」
摩根大通發表研究報告指,由於去年下半年東京奧運會帶來的基數較高,加上微博-SW(09898.HK)(WB.US)的品牌廣告佔廣告收入的大部分,廣告偏向消費相關類別,認為微博的廣告收入復甦步伐可能會遜於同業。 摩通表示更看好廣告增量庫存將釋放的廣告平台,包括騰訊(00700.HK)及嗶哩嗶哩-SW(09626.HK)(BILI.US),以及例如百度-SW(09888.HK)(BIDU.US)專注於提供高績效廣告的平台,預期將迎來更快的反彈。 不過摩通指出微博現價水平相當於預測2023年市盈率約8倍,認為目前水平的進一步下行空間有限,維持「中性」評級,美股目標價由22美元降至21美元,並將今明兩年收入預測下調6%及4%,非通用會計準則下純利預測亦分別下調6%及2%。
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