《大行》招商證券升嗶哩嗶哩(09626.HK)目標價至234元 盈利能力改善前景明確
招商證券研究報告指,嗶哩嗶哩(09626.HK)(BILI.US)次季業績勝預期,集團收入按年增長20%,非公認會計準則經營溢利及淨利潤分別較預期高16%及18%,主因AI提升效率令成本控制優於預期。
該行認為公司增長前景樂觀,當中廣告業務維持強勁增長,增值服務將逐漸改善;下半年預期或推出新遊戲,可增加收入貢獻。該行維持對嗶哩嗶哩的「買入」評級,港股目標價由221港元升至234港元,美股目標價由28美元升至30美元。預期公司盈利能力改善前景明確,正穩步邁向中期非公認會計準則經營利潤率15%至20%的目標。
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.