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《大行報告》高盛上調嗶哩嗶哩-W(09626.HK)目標價至200元 評級「中性」
高盛發表報告指,嗶哩嗶哩-W(09626.HK)今年收入指引低於該行預期。從管理層的前景展望中得到的主要啟示,包括今年1月至2月的廣告收入增長重新加速,在宏觀環境改善下,嗶哩嗶哩將重新成為內地互聯網廣告領域的廣告預算份額贏家;管理層決定縮減盈利能力較差的業務,並減少對直播平台的收入分成,提高了明年收支平衡目標的能見度;然而移動遊戲業務仍然處於研發階段,潛在的重磅遊戲可能要到2025年才會出現。 該行重申對嗶哩嗶哩「中性」評級,港股目標價由197港元上調至200港元。
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