《大行報告》里昂降嗶哩嗶哩(BILI.US)目標價至14.2美元 手遊令人失望
里昂發表研報指,嗶哩嗶哩(B站)(09626.HK)(BILI.US)第三季業績表現大致符合預期,收入按年微升0.2%,較該行預期高出2.4%,經調整EBIT挫半至7.55億元人民幣,則較該行預期遜色。
里昂表示,B站期內手遊收入表現令人失望,在新遊戲表現拖累下手遊收入按年下跌32.6%,但同期直播業務表現強勁,收入按年增長30%,廣告業務亦增長20.9%,相信短期內手遊業務表現較差,仍將是收入的主要拖累因素,而另一邊廂在「雙十一」帶動下預期第四季廣告業務會繼續向好。
該行預料B站第四季收入將按年增長3%,經調整EBIT料收窄至6.43億元,相應將美股目標價降至14.2美元,評級「跑贏大市」。
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