《大行報告》美銀證券下調百度(BIDU.US)目標價至238美元 評級「買入」
美銀證券發表報告,預期百度(BIDU.US)將於11月中旬以後公布今年第三季業績,屆時料第四季業務能有更佳的能見度。該行估計,集團第三季收入為320億元人民幣,按年持平,但較第二季跌5%為佳。
該行又預期,集團季度線上市場推廣收入為198億元人民幣,按年下跌6%,撇除愛奇藝(IQ.US)的核心廣告收益為179億元人民幣,按年下跌5%,較第二季的跌11%有改善。至於按通用會計準則的毛利率料按年及按季改善至14%。
美銀證券下調百度美股目標價,由248美元降至238美元,反映其投資標的權益最新價值,評級維持「買入」,並基本保持對集團今年至2024年每股盈測。
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