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《大行報告》摩通上調嗶哩嗶哩-W(09626.HK)目標價至310元 評級「增持」
摩根大通發表報告,將嗶哩嗶哩-W(09626.HK)的目標價由235元上調至310元,對其估值延伸至2025財年,相當於預測2025財年市盈率30倍|並維持「增持」評級。 該行指,出嗶哩嗶哩自2022年11月上旬以來其股價累計上升210%,相信是由於投資者對中國互聯網行業增長前景看法變得更正面,以及預期公司將於2024年實現收支平衡。 摩通表示對嗶哩嗶哩未來一年發展前景保持樂觀,認為公司將受惠於線上遊戲監管環境改善以及重新開放下的廣告市場復甦,又指嗶哩嗶哩是為數不多能夠實現用戶及收入雙雙增長的互聯網平台之一。 該行預測嗶哩嗶哩今年收入將按年增長18%,預期若遊戲《賽馬娘》中國市場總收入可達到日本的約三分之一水平,則線上遊戲業務的收入將增長30%至40%。
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