《大行報告》里昂降嗶哩嗶哩(BILI.US)目標價至16.5美元 料第三季收入按年下跌2%
里昂發表評級報告,預料嗶哩嗶哩(BILI.US)第三季總收入按年跌2%至57億元人民幣,受遊戲收入或按年跌30%所拖累,因原本被受關注的新遊戲「賽馬娘」(Pretty Derby),從應用程式商店下架。這款遊戲或會繼續開放,但遊戲玩家或因不確定性而抑制支出。該行表示,廣告及直播收入或呈持續強勁增長,並料經調整後淨虧損進一步收窄至7.37億元人民幣,受惠嚴謹的成本控制。
該行預料,集團今年總收入按年溫和增長3%至225億元人民幣,但經調整後淨虧損或按年收窄30億元人民幣。該行表示,將集團今年及明年淨虧損預測分別下調3億元人民幣及4億元人民幣,並將其目標價由17.4美元下調至16.5美元,維持其評級為「跑贏大市」。(ca/cy)
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