《大行》里昂維持嗶哩嗶哩(BILI.US)「跑贏大市」評級 料次季收入按年增20%
里昂發表研究報告,預期嗶哩嗶哩-W(09626.HK)(BILI.US)第二季度業績可望實現穩健增長,預測次季收入將按年增長20%至73億元人民幣,經調整EBIT達5.16億元人民幣。在《三國志-戰略版》表現穩定的帶動下,手遊收入預計按年增長61%;廣告業務則受益於廣告客戶增加及技術升級,預料實現18%按年增長。
該行又預期,公司嚴格控制成本將進一步提升盈利水平,相應將今明兩年經調整淨利潤預測上調11%及8%,美股目標價由24美元上調至25.5美元。報告指出,ACG動作遊戲《咒術迴戰:幻影遊行》仍在等待國內版號審批,但相信嗶哩嗶哩正持續充實遊戲儲備,而市場對下半年高基數的擔憂預期已反映在股價表現當中,維持「跑贏大市」評級。
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