《大行報告》野村降微博(WB.US)目標價至13.6美元 末季收入指引較低
野村發表研究報告指,微博(WB.US)第三季收入以美元計算按年跌3%至4.42億美元,符市場預期;非通用會計準則每股盈利升14%至0.57美元,勝於市場預期的0.55美元。另外,集團透露,第四季的收入指引以美元計增0%至2%,則較市場預測低。
該行表示,集團管理層提出計劃將來定期派息,但派息比率尚未確定。截至今年第三季,公司擁有28億美元淨現金及24億美元債務,其中,短期債務近8億美元。該行認為,與透過股息或回購的網絡同業相比,集團的淨現金狀況較弱。廣告市場仍脆弱,化妝品牌廣告開支顯著受壓。該行將集團目標價由15美元下調至13.6美元,評級為「中性」。
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