《大行報告》花旗上調微博(WB.US)目標價至23美元 評級「買入」
花旗發表報告指,微博(WB.US)去年第四季收入符合預期,非通用會計準則(non-GAAP)純利則勝預期,其中疫情及審慎情緒導致的廣告增長疲弱,被世界盃帶動的需求激增所抵銷。
該行引述集團管理層指,踏入今年市場廣告預算情緒有所改善,但預期廣告收益將會是逐步復甦,因首季大多數的預算是由廣告商於去年底提出,當時他們對經濟前景的看法存不確定性。基於高基數及匯率,花旗預料微博今年首季收入將按年下跌13%。
該行上調集團美股目標價,由22美元升至23美元,評級維持「買入」。
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