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《大行報告》麥格理首予嗶哩嗶哩-SW(09626.HK)「中性」評級 目標價197.3元
麥格理發表評級報告指,看好嗶哩嗶哩-SW(09626.HK)價值定位,尤其在Z世代及日本動漫(ACG)內容,而內地短視頻正急速發展,相信公司定位處於有利位置。 該行預計,嗶哩嗶哩收入增長在中短期內放緩,在2021年至24年複合年增長率達23%(2018年至21年:667%),因公司執行轉型戰略;管理層目標在2024年達致收支平衡,該行稱對此保持謹慎,料需要更長時間實現,同時預料公司2022年至24年調整後虧損介乎19億至66億元人民幣。 該行首予嗶哩嗶哩「中性」評級,目標價為197.3元。(ca/u) ~
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