大行評級|大和:微升嗶哩嗶哩目標價至78.9港元 維持今明兩年的收入預測
大和發表研究報吿指,嗶哩嗶哩上季收入符合市場預期,當中的廣吿收入按年升28%,較預測高出15.1%。展望未來,該行相信公司的廣吿和增值服務將成為今年收入增長約10%的關鍵驅動力。而由於《賽馬娘Pretty Derby》正於審核程序,該行對其今年的遊戲管道不算樂觀。大和預計,今年嗶哩嗶哩的廣吿收入將維持按年增長18%。遊戲廣吿仍然會是集團廣吿收入的主要驅動力。今年公司直播電商年的首要任務是透過加大支援優質內容創作者,以擴大商品交易總額(GMV)規模。遊戲業務方面,該行則料早前取得認可的3款遊戲將於未來一至兩季逐步推出。該行大致維持集團今明兩年的收入預測,維持“持有”評級,並將目標價由77港元微升至78.9港元。
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