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.
《大行報告》美銀證券上調微博(09898.HK)目標價至204元 評級「買入」
阿思達克 02-17 09:52
美銀證券發表研究報告指,數據顯示,微博(09898.HK)自去年9月以來,用戶總使用時間增長顯著加快,在去年9月至今年1月期間按年增長介乎10至27%。該行認為,這可能是由世界盃浪潮、最近的疫情發展、春節等因素以及更多用戶感興趣的內容所驅動的。儘管流量不錯,但該行認為,12月爆發的疫情影響了廣告投放,因此將集團上季的收入預測從4.64億美元下調至4.47億美元,同時由於成本控制,維持其非通用會計準則淨利潤為1.21億美元的預測不變。 該行重申微博「買入」評級,預計集團收入將恢復正增長,並且受惠於宏觀復甦,收入復甦可以推動利潤率由今年第二季起改善。美銀證券又預計近期人民幣升值將有利於集團的財務狀況。因此,該行將今年非通用會計準則每股盈測小幅上調至2.35美元,並將目標價由196元上調至204元。該行料其電商廣告將會復甦,由於去年的冬奧會,集團的首季業務將有較高基數,預計次季將會是集團增長的拐點。
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