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大行評級|傑富瑞:下調微博目標價至10.2美元 對下半年廣吿收益作更保守假設
格隆匯 08-23 15:58

傑富瑞發表報吿,指微博第二季收入符合預期,非公認會計准則(non-GAAP)純利則勝預期。在宏觀逆風不確定下,該行對公司下半年的廣吿收益作更保守假設。該行亦預期公司推動用户參與並維持用户基礎穩定,預測全年收入按年輕微下降,非公認會計准則淨利潤按年維持穩定。該行予微博“買入”投資評級,ADR目標價由10.8美元降至10.2美元。

該行預測微博全年收入按年跌約1%,其中廣吿及推廣收料按年跌2%。下半年廣吿收入料按年跌4%,反映宏觀不確定性影響。單計下半年,該行料微博非公認會計准則經營溢利跌幅將大於收入跌幅,全年非公認會計准則淨利潤料按年持平。

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