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《大行報告》美銀證券下調微博(09898.HK)目標價至342元 評級「買入」
阿思達克 05-30 10:48
美銀證券發表報告,預計微博-SW(09898.HK)廣告收入將在下半年穩健復甦,將今年第二季和今年全年的非公認會計準則(Non-GAAP)經營利潤率預測分別降至21%和27%,由於人民幣貶值,將2023財年Non-GAAP每股盈利從3.38美元略下調至3.15美元,由於同行下調對其盈測,該行相應降估值基礎,由預測市盈率15倍下調至14倍,H股目標價由393元下調至342元。另美銀證券預計疫情影響屬暫時性,不會改變微博的競爭優勢和長期趨勢,因此重申「買入」評級。 美銀證券預計,微博的廣告收入增長將受到1月和2月的良好勢頭以及與北京冬奧相關的廣告活動的支持,抵銷了3月中旬開始因新冠疫情而導致的疲軟,維持微博的今年第一季收入預測4.78億美元,按年增長4%和Non-GAAP每股盈利49美仙。
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