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港股異動 | 微博低開8% 第四季度淨收入同比下降27%
格隆匯 03-02 09:27
格隆匯3月2日丨微博(WB.US)低開8.24%,報157港元,總市值382億港元。微博2022年第四季度,淨收入為4.480億美元,同比下降27%,依據固定匯率計算同比下降20%;歸屬於微博股東的淨利潤為1.419億美元,同比增長22.6%;每股攤薄淨收益為0.60美元。高盛微削微博目標價3%至188港元,維持“買入”評級。中金髮研報指,四季度廣吿業務壓力持續,食品飲料、汽車、手機行業廣吿主表現相對較好。四季度公司廣吿業務收入3.91 億美元,同比下降29.1%,環比基本持平,主要由於疫情影響廣吿主投放計劃。考慮到環境回暖,我們上調2023/2024 年收入4%/1%,但是由於公司對內容、渠道等投入亦逐步恢復,維持2023/2024 年盈利預測,維持跑贏行業評級和港股/美股目標價194港元/25美元,均對應11.2倍2023E Non-GAAP P/E。

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