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《大行報告》中金首予Meta(META.US)「跑贏行業」評級 目標價332美元
阿思達克 09-22 10:03
中金發表報告指,首予Meta(META.US)「跑贏行業」評級,目標價332美元,相當於預測今年市盈率18倍。該行預期,短期內隨著市場對公司面臨的競爭以及新廣告商識別碼(IDFA)政策和宏觀不確定性的持續影響的擔憂消退,Meta的收入將會加快復甦,利潤將錄得更強勁的增長勢頭。 該行表示,Meta的廣告業務收入在2022年按年下降,但自今年第一季以來逐季加快步伐。相信是受到宏觀經濟復甦所推動。同時,公司加快Reels的商業化,並利用人工智慧(AI)為廣告產品提供動力,該行認為,這應該對其廣告收入增長起到貢獻作用。該行預計,Meta的廣告收入將在今年增14%至1,296億美元,並在2024年增10.7%至1,434億美元。另外,該行預計,今明兩年Meta的淨利潤將按年分別增49.5%及19.1%,至347億美元及413億美元。 中金預期Meta2023及24年的每股盈測分別為13.3美元及15.8美元,複合年增長率為36%。
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