You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
嗶哩嗶哩(09626.HK)次季虧損擴大兼收入展望遜預期 股價隨ADR逆挫17%
雖然反映中概股表現金龍中國指數昨晚逆市回吐1.6%。然而,本港科指今早於長周末假前夕結束兩連跌,最高見4,089,現報4,063,追彈2.2%。30隻科指成份股有27隻上升,升幅普遍逾1%-3%,眾安在線(06060.HK)、美團(03690.HK)、蔚來(09866.HK)及明源雲(00909.HK)升逾4%-6.5%。 然而,B站或嗶哩嗶哩(09626.HK)次季虧損擴大兼收入展望遜預期,遭多間大行下調目標價,該股今早跟隨ADR下挫,最低見150.2元,創逾三個月低,現報150.94元,急吐17%,為最傷科指成份股,成交447萬股,涉資6.8億元。嗶哩嗶哩(BILI.US)昨晚ADR急吐15%收20.07美元同創逾三個月低。 嗶哩嗶哩昨天收市後公布,次季淨虧損按年擴大79%至20.1億人民幣(下同),每股淨虧損5.08元,總營收按年升9%至49億元;期內月均活躍用戶按年增29%至3.057億,平均每月付費用戶按年升32%至2,750萬。若經調整次季淨虧損按年擴大48.5%至19.68億元,經調整每股淨虧損4.98元。公司預計第三季營收介乎56-58億元。 多間大行績後下調B站目標價,但維持正面評級;其中富瑞指B站次季收入符合該行和市場預期,但經調整淨虧損達19.6億元,超過該行和市場預期蝕17億元,加上第三季收入指引中位未達預期,故削B站H股目標價43%至215港元,但維持「買入」評級。美銀證券則指B站次季業績及下半年前景好壞參半,雖然次季用戶增長和參與度勝預期,但期內利潤率改善幅度不及預期,並料未來利潤率仍然受壓,故下調公司未來三年每股盈測4%/17%/15%,H股目標價由394港元降至323港元,但重申「買入」評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account