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大行評級|大和:上調嗶哩嗶哩目標價至115港元 上調今明兩年收入預測
大和發表報吿表示,上調對嗶哩嗶哩目標價,由93.4港元上調至115港元。該行上調對公司今明兩年收入預測0.4%至1.4%,基於廣吿動力強勁及待推遊戲庫存改善,維持對該股“持有”評級。該行指,嗶哩嗶哩首季用户增長及參與店進一步提速,月活躍用户升至3.415億新高。該行相信公司快速達致收支平衡及遊戲推出成功,會帶來估值顯著重估。該行亦指,公司廣吿收入拾起動力,預計第二季廣吿收入按年升28%,受惠於廣吿庫存擴大及多個行業垂直廣吿方案展示高增長潛力。該行亦預期遊戲收入恢復增長,受惠遊戲發行增加影響,包括7月推出米哈遊的《絕區零》。
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