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《大行》野村降微博(WB.US)目標價至10美元 廣告業務似乎已見底
阿思達克 05-23 10:42
野村發表研究報告指,微博-SW(09898.HK)(WB.US)首季利潤勝預期,總收入3.97億美元按年持平,大致符合預期;non-GAAP經營溢利升3%,較市場預測高出7%。至於次季指引則符合市場預期,當中,微博預期總收入按年持平,non-GAAP經營溢利率介乎33%至34%。 該行續表示,微博的廣告業務似乎已見底,但由於市場環境改變,長期前景仍不明朗。不過,微博管理層對廣告前景的看法略趨正面(相較以往業績會議而言),維持全年收入指引,預期全年度以人民幣計業務收入將溫和增長。 該行對微博美股目標價由11.2美元下調至10美元,評級「中性」。
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