《大行报告》瑞信下调哔哩哔哩-SW(09626.HK)目标价至1,080元 评级「跑赢大市」
瑞信发表研究报告,预测在广告及增值服务等非游戏业务的强劲增长下,哔哩哔哩(09626.HK)首季总收入将按年升64%至38亿元人民币。该行估计,市场除关注收入及用户人数增幅外,亦将留意非游戏业务的投资策略及未来变现计划。
报告指出,哔哩哔哩目标在近几个月推出《刀剑神域》及《机动战姬》等多款新游戏,於4月底首发的《守望传说》已跻身游戏市场收费排行榜头5位,预期首月收入将达2亿至3亿元人民币,将刺激下半年集团收入。
瑞信表示,在广告表现强劲的预期下,估计首季广告收入将按年增长156%,但由於更多新游戏发行令营销开支相应增长,下调今明两年盈利预测,并将目标价由1,088元降至1,080元,维持「跑赢大市」评级。
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.