《大行報告》野村上調微博(WB.US)目標價至21美元 評級「中性」
野村發表報告指,微博(WB.US)上季收入按美元計算按年下降27%,符合市場預期。由於支出減少,盈利按年下降10%,好過市場預測。
野村引述微博指,由於中國的宏觀環境在過去三個月中迅速變化,廣告客戶在第一季中仍然保持觀望態度,因此內地廣告市場仍然疲軟,但由於內地經濟復甦令商業信心逐漸增加,廣告商愈來愈願意從第二季重新開始營銷活動。
因此,野村預測微博首季以人民幣計算廣告收入將下降7%,2023財年廣告收入將按年增長10%。同時上調2023財年收入預測12%,每股盈利預測提高11%,以反映第二季廣告恢復速度加快。重申「中性」評級,並將目標價由18美元提高到21美元。
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