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《大行報告》野村上調嗶哩嗶哩(BILI.US)目標價至24美元 評級「買入」
野村發表報告指,嗶哩嗶哩(BILI.US)上季業績符合預期。經調整淨虧損收窄至13億元人民幣,好過市場估計的14億元人民幣。 報告引述嗶哩嗶哩指,2月以來廣告商消費意欲增加。管理層認為廣告復甦將是一個漸進的過程,而不是呈V型反彈。遊戲業務方面,公司將利用內部開發的和獲授權內容來豐富遊戲供應。野村預計其廣告和遊戲收入2023財年將分別增長24%和5%,而去年是增幅為12%和1%。 總體而言,野村認為嗶哩嗶哩仍需證明有能力將其生態系統變現,因此它值得長期投資者的耐心等待。維持「買入」評級,並將目標價由22美元提高到24美元。
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