《大行報告》瑞銀下調微博-SW(09898.HK)目標價至101元 第三季業績大致符預期
瑞銀發表報告指,微博-SW(09898.HK)第三季業績大致符預期,其中廣告增長持續放緩,切合第三季宏觀走勢,以及該行與市場預期,管理層對第四季持審慎態度,主要是相比次季,宏觀環境疲軟及廣告商情緒按季下滑。
該行將公司第四季增長預期下調至4%,意味著微博跑輸整體網上廣告市場。該行表示,將公司第四季及今年全年收入預測分別下調6%及2%,經調整純利預測則分別下調8%及1%,同時將2024至2025財年收入預測各下調4%、經調整純利預測則各下調7%。
瑞銀將其H股目標價由111元下調至101元,維持其評級為「中性」。
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