You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|美銀:上調嗶哩嗶哩目標價至147港元 上調2024至26年每股盈測
美銀證券發表報吿指出,嗶哩嗶哩第二季業績勝預期後,該行於上週舉行投資者會議。該行預期公司遊戲和廣吿業務的穩健趨勢將在下半年持續,投資者重點關注包括對《三毛》遊戲更新、廣吿業務保持穩健趨勢,以及電商相關業務增長的情況。此外,公司管理層對其盈利趨勢有信心。該行提及,目前嗶哩嗶哩的《三毛》第二季用户參與度和反饋良好,公司將於11月底推出第三季,宣傳活動的投資回報率仍在正軌上,公司將相應管理行銷費用,且對《三毛》遊戲的壽命充滿信心(相對於競爭對手同類遊戲《三國》的遊戲營運期為6至9年),並看到來自嗶哩嗶哩自有渠道的年輕用户表現出良好的參與度和正向的打賞行為。該行預期,嗶哩嗶哩在遊戲和廣吿業務趨勢穩健的情況下,第三季可實現收支平衡,另指其毛利率及高利潤業務模式的組合轉變,以及成本優化,將成為公司毛利擴張的關鍵驅動力。嗶哩嗶哩在關鍵業務趨勢穩健下,該行將其2024至2026年每股盈利預測上調3%至11%,目標價由140港元上調至147港元,重申“買入”評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account